Insights

Niche Market Focus Convergent Financial Technologies specializes in financial services software, particularly unit value pricing and trading applications, making it an attractive partner for firms seeking tailored SaaS solutions in financial asset management and trading sectors.

Growth Through Acquisition Being acquired by SE2 in 2020 indicates an expansion strategy within insurance and retirement solutions markets, presenting opportunities to cross-sell integrated SaaS offerings to clients of both organizations.

Recent Strategic Partnerships Partnerships with firms like VMS showcase the company's active engagement with industry players to enhance solution offerings, suggesting potential for collaborative projects or expanding client reach through joint ventures.

Proven Cloud Expertise Having successfully completed over 20 conversions to its UV Cloud platform for Fortune 100 clients demonstrates strong technical competence and reliability, positioning Convergent as a trusted provider for financial firms seeking cloud-based SaaS solutions.

Scaling Opportunities With revenue between one to ten million dollars and a specialized product portfolio, there are targeted opportunities to expand sales to mid-size financial institutions and insurance companies seeking modern, integrated SaaS financial software.

Convergent Financial Technologies Inc Tech Stack

Convergent Financial Technologies Inc uses 8 technology products and services including Open Graph, WP Engine, PHP, and more. Explore Convergent Financial Technologies Inc's tech stack below.

Open Graph

Content Management System

WP Engine

Platform As A Service

PHP

Programming Languages

HSTS

Security

reCAPTCHA

Security

Google Tag Manager

Tag Management

Autoptimize

Web Platform Extensions

Nginx

Web Servers

Convergent Financial Technologies Inc Email Formats	Example	Percentage
FLast@convergentfinancial.net	JDoe@convergentfinancial.net	50%
FLast@convergentfinancial.net	JDoe@convergentfinancial.net	50%

Convergent Financial Technologies Inc Email Formats

Example

Percentage

FLast@convergentfinancial.net

JDoe@convergentfinancial.net

50%

FLast@convergentfinancial.net

JDoe@convergentfinancial.net

50%

Frequently Asked Questions

Where is Convergent Financial Technologies Inc's headquarters located?

Convergent Financial Technologies Inc's main headquarters is located at 3840 Quakerbridge Road, Suite 205 Hamilton, NJ 08619, US. The company has employees across 2 continents, including North AmericaAsia.

What is Convergent Financial Technologies Inc's phone number?

You can contact Convergent Financial Technologies Inc's main corporate office by phone at

+1-609-945-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Convergent Financial Technologies Inc's official website and social media links?

Convergent Financial Technologies Inc's official website is convergentfinancial.net and has social profiles on LinkedIn.

What is Convergent Financial Technologies Inc's SIC code NAICS code?

Convergent Financial Technologies Inc's SIC code is 6282 - Investment Advice NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does Convergent Financial Technologies Inc have currently?

As of December 2025, Convergent Financial Technologies Inc has approximately 2 employees across 2 continents, including North AmericaAsia. Key team members include Founder And Cto: P. D.Senior Vice President Solutions Architect: J. M.Lead Software Engineer: B. H.. Explore Convergent Financial Technologies Inc's employee directory with LeadIQ.

What industry does Convergent Financial Technologies Inc belong to?

Convergent Financial Technologies Inc operates in the IT Services and IT Consulting industry.

What technology does Convergent Financial Technologies Inc use?

Convergent Financial Technologies Inc's tech stack includes Open GraphWP EnginePHPHSTSreCAPTCHAGoogle Tag ManagerAutoptimizeNginx.

What is Convergent Financial Technologies Inc's email format?

Convergent Financial Technologies Inc's email format typically follows the pattern of FLast@convergentfinancial.net. Find more Convergent Financial Technologies Inc email formats with LeadIQ.

When was Convergent Financial Technologies Inc founded?

Convergent Financial Technologies Inc was founded in 2013.

Convergent Financial Technologies Inc

IT Services and IT ConsultingUnited States2-10 Employees

Convergent Financial Technologies is a software development company with a focus on financial services software. The company was founded in 2013 and is based in Hamilton, NJ. We provide fully integrated SaaS financial applications that greatly reduce IT costs, are cloud technology enabled, and are intuitive and easy to use. 

Our main focus is UV Cloud®, a unit value pricing and trading application with customizable reporting, administration system interfacing, fund manager interfacing, and much more. At Convergent Financial Technologies, we strive to provide the highest level of customer service in our industry. We are committed to fast response times, extensive and clear answers, and the highest level of honesty and integrity. We've completed over 20 successful conversions onto the UV Cloud® platform. This includes multiple Fortune 100 companies.

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