Insights

Gathering insights about Convergent Wealth Advisors…

Similar companies to Convergent Wealth Advisors

Convergent Wealth Advisors Tech Stack

Convergent Wealth Advisors uses 4 technology products and services including Google Analytics, Drupal, jQuery, and more. Explore Convergent Wealth Advisors's tech stack below.

Google Analytics
Analytics
Drupal
Content Management System
jQuery
Javascript Libraries
PHP
Programming Languages

Media & News

Convergent Wealth Advisors, LLC hires John T. Elmes as president.
Convergent Wealth Advisors has appointed John T. Elmes as its new president.
Jun 29, 2015 | www.wealthmanagement.com

Convergent Wealth Advisors's Email Address Formats

Convergent Wealth Advisors uses at least 2 format(s):

Convergent Wealth Advisors Email Formats	Example	Percentage
First.Last@convergentwealth.com	John.Doe@convergentwealth.com	48%
FLast@convergentwealth.com	JDoe@convergentwealth.com	2%
First.Last@convergentwealth.com	John.Doe@convergentwealth.com	48%
FLast@convergentwealth.com	JDoe@convergentwealth.com	2%

Frequently Asked Questions

Where is Convergent Wealth Advisors's headquarters located?

Convergent Wealth Advisors's main headquarters is located at 12505 Park Potomac Avenue Suite 400 Potomac, MD 20854 US. The company has employees across 3 continents, including North AmericaAfricaEurope.

What is Convergent Wealth Advisors's phone number?

You can contact Convergent Wealth Advisors's main corporate office by phone at

+1-301-770-****

. 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 Wealth Advisors's stock symbol?

Convergent Wealth Advisors is a publicly traded company; the company's stock symbol is N/A.

What is Convergent Wealth Advisors's official website and social media links?

Convergent Wealth Advisors's official website is convergentwealth.com and has social profiles on LinkedIn.

How much revenue does Convergent Wealth Advisors generate?

As of July 2024, Convergent Wealth Advisors's annual revenue reached $15M.

What is Convergent Wealth Advisors's NAICS code?

Convergent Wealth Advisors's NAICS code is 523920 - Portfolio Management.

How many employees does Convergent Wealth Advisors have currently?

As of July 2024, Convergent Wealth Advisors has approximately 51 employees across 3 continents, including North AmericaAfricaEurope. Key team members include Chief Executive Officer: D. Z.CEO: K. L.Chief Financial Officer: D. E.. Explore Convergent Wealth Advisors's employee directory with LeadIQ.

What industry does Convergent Wealth Advisors belong to?

Convergent Wealth Advisors operates in the Financial Services industry.

What technology does Convergent Wealth Advisors use?

Convergent Wealth Advisors's tech stack includes Google AnalyticsDrupaljQueryPHP.

What is Convergent Wealth Advisors's email format?

Convergent Wealth Advisors's email format typically follows the pattern of . Find more Convergent Wealth Advisors email formats with LeadIQ.

When was Convergent Wealth Advisors founded?

Convergent Wealth Advisors was founded in 1994.

Convergent Wealth Advisors

Financial ServicesMaryland, United States51-200 Employees

Convergent Wealth Advisors is a recognized industry leader, providing customized financial solutions to wealthy individuals and families. As a Financial Family Office, Convergent offers a true family office experience and relevant services at a far lower cost than a full service, internal family office. 

Convergent provides a full scope of financial services on a bundled or unbundled basis:

1. Financial Planning 
2. Legacy Planning  
3. Investment & Portfolio Oversight 
4. Asset Management 

Convergent is a subsidiary of RBC USA Holdco and an affiliate of City National Bank.
 
Convergent is headquartered in the Washington Metro Area, with offices in New York City, Los Angeles, and Portland, OR.