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Insights

Financial Focus ConvergeSol targets Family Offices, Hedge Funds, and Investment Management firms, presenting strong cross sell opportunities in order management, collateral management, and enterprise content management alongside CRM driven workflows.

Salesforce Leadership As a Salesforce Consulting Partner, the firm can win CRM modernization, integration, customization, and ongoing support engagements across financial services and fintech clients seeking low code to custom Salesforce solutions.

Automation Advantage Automation and AI capabilities with OpenAI ChatGPT and Microsoft Azure AI enable faster onboarding, trade processing, and reporting, creating a compelling value proposition for funds looking to increase productivity and reduce manual tasks.

Cloud and Data Data and cloud expertise supports real time decision making, secure cloud migration, and native cloud app development, aligning with mid market finance clients aiming for scalable, compliant technology platforms.

Vendor Integration Strong vendor integration capabilities with platforms such as Charles River, Eze Castle, Geneva, Eagle PACE, GoldenSource, and Backstop position ConvergeSol as a turnkey partner for funds needing unified ecosystems and customized workflows.

ConvergeSol Tech Stack

ConvergeSol uses 8 technology products and services including Unpkg, Oracle PL/SQL, Twemoji, and more. Explore ConvergeSol's tech stack below.

  • Unpkg
    Content Delivery Network
  • Oracle PL/SQL
    Database Management
  • Twemoji
    Font Scripts
  • Font Awesome
    Font Scripts
  • Swiper
    Javascript Libraries
  • AOS
    Javascript Libraries
  • Salesforce Sales Cloud
    Sales
  • jQuery Validation Plugin
    Web Tools And Plugins

Media & News

ConvergeSol's Email Address Formats

ConvergeSol uses at least 1 format(s):
ConvergeSol Email FormatsExamplePercentage
First.Last@convergesolution.comJohn.Doe@convergesolution.com
81%
First@convergesolution.comJohn@convergesolution.com
8%
Last@convergesolution.comDoe@convergesolution.com
6%
FLast@convergesolution.comJDoe@convergesolution.com
5%

Frequently Asked Questions

Where is ConvergeSol's headquarters located?

Minus sign iconPlus sign iconConvergeSol's main headquarters is located at 45 Rockefeller Plaza 20th Floor New York, New York 10111 United States. The company has employees across 3 continents, including AsiaNorth AmericaEurope.

What is ConvergeSol's phone number?

Minus sign iconPlus sign icon You can contact ConvergeSol's main corporate office by phone at
+1-212-899-****
. 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 ConvergeSol's official website and social media links?

Minus sign iconPlus sign iconConvergeSol's official website is convergesolution.com and has social profiles on LinkedIn.

What is ConvergeSol's NAICS code?

Minus sign iconPlus sign iconConvergeSol's NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does ConvergeSol have currently?

Minus sign iconPlus sign iconAs of June 2026, ConvergeSol has approximately 52 employees across 3 continents, including AsiaNorth AmericaEurope. Key team members include Ceo: J. P.Ceo: J. P.Vp Of Sales And Marketing: D. P.. Explore ConvergeSol's employee directory with LeadIQ.

What industry does ConvergeSol belong to?

Minus sign iconPlus sign iconConvergeSol operates in the IT Services and IT Consulting industry.

What technology does ConvergeSol use?

Minus sign iconPlus sign iconConvergeSol's tech stack includes UnpkgOracle PL/SQLTwemojiFont AwesomeSwiperAOSSalesforce Sales CloudjQuery Validation Plugin.

What is ConvergeSol's email format?

Minus sign iconPlus sign iconConvergeSol's email format typically follows the pattern of First.Last@convergesolution.com. Find more ConvergeSol email formats with LeadIQ.

When was ConvergeSol founded?

Minus sign iconPlus sign iconConvergeSol was founded in 2010.

ConvergeSol

IT Services and IT ConsultingNew York, United States51-200 Employees

ConvergeSol is an IT services and consulting firm focused on custom software development for financial services, SMBs, and startups in the United States. It serves Family Offices, Hedge Funds, and Investment Management companies across the USA, delivering software development and advisory services throughout the full software lifecycle to address business needs and support IT risk and cost management. Its work spans collateral management, order management, enterprise content management, portals, and integrations with third-party CRM systems.

Headquartered in New York, the company offers a range of services across the IT stack, including Salesforce-related engagements, automation initiatives, data and cloud solutions, platform development, and ongoing application management. It also provides customization and integration for third-party financial services vendor products, for example Charles River and GoldenSource.

Section iconCompany Overview

Headquarters
45 Rockefeller Plaza 20th Floor New York, New York 10111 United States
Phone number
+1-212-899-****
Website
convergesolution.com
NAICS Code
5415 - Computer Systems Design and Related Services
Founded
2010
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    ConvergeSol's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    ConvergeSol's revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    J. P.
    Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. P.
    Vp Of Sales And Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. D.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Technical Team Lead
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    R. C.
    Technical Team Lead
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. I.
    Team Lead
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. V.
    Senior Software Engineer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. M.
    Senior Software Engineer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    V. M.
    Sr. Web & Ui/Ux Developer
    Phone icon
    Mobile Phone

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