Insights

High Net Worth Focus Convergent Wealth Management specializes in delivering customized financial solutions primarily to wealthy individuals and families, presenting an opportunity to offer advanced wealth management tools and premium financial services tailored to ultra-high-net-worth clients.

Family Office Expertise As a Financial Family Office providing comprehensive services at a lower cost than traditional family offices, there is potential to cross-sell additional family governance, estate planning, and succession planning solutions aimed at affluent families seeking integrated wealth management.

Technological Infrastructure Utilizing platforms like Drupal and Google Analytics indicates an investment in digital engagement, creating opportunities to introduce innovative fintech solutions that enhance client experience, portfolio monitoring, and data-driven advisory services.

Strategic Affiliations Being a subsidiary of RBC USA Holdco and affiliated with City National Bank positions Convergent for collaborative opportunities in banking, credit, and investment products, allowing tailored financial offerings for their high-net-worth client base.

Growth Potential With a revenue range of 25 to 50 million dollars and a professional team under 200 employees, Convergent presents opportunities to expand high-value service offerings, deepen client relationships, and leverage niche market trends in private wealth management.

Similar companies to Lydian Wealth Management

Lydian Wealth Management Tech Stack

Lydian Wealth Management uses 4 technology products and services including Drupal, jQuery, PHP, and more. Explore Lydian Wealth Management's tech stack below.

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

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

Lydian Wealth Management's Email Address Formats

Lydian Wealth Management uses at least 2 format(s):

Lydian Wealth Management 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 Lydian Wealth Management's headquarters located?

Lydian Wealth Management's main headquarters is located at 12505 Park Potomac Avenue, Suite 400. The company has employees across 2 continents, including North AmericaAfrica.

What is Lydian Wealth Management's phone number?

You can contact Lydian Wealth Management'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 Lydian Wealth Management's stock symbol?

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

What is Lydian Wealth Management's official website and social media links?

Lydian Wealth Management's official website is convergentwealth.com and has social profiles on LinkedIn.

How much revenue does Lydian Wealth Management generate?

As of December 2025, Lydian Wealth Management's annual revenue is estimated to be $14M.

What is Lydian Wealth Management's NAICS code?

Lydian Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Lydian Wealth Management have currently?

As of December 2025, Lydian Wealth Management has approximately 51 employees across 2 continents, including North AmericaAfrica. Key team members include Chief Executive Officer: D. Z.Ceo: K. L.Administrative Director: M. H.. Explore Lydian Wealth Management's employee directory with LeadIQ.

What industry does Lydian Wealth Management belong to?

Lydian Wealth Management operates in the Financial Services industry.

What technology does Lydian Wealth Management use?

Lydian Wealth Management's tech stack includes DrupaljQueryPHPGoogle Analytics.

What is Lydian Wealth Management's email format?

Lydian Wealth Management's email format typically follows the pattern of First.Last@convergentwealth.com. Find more Lydian Wealth Management email formats with LeadIQ.

When was Lydian Wealth Management founded?

Lydian Wealth Management was founded in 1994.

Lydian Wealth Management

Q: How many employees does Lydian Wealth Management have currently?

Lydian Wealth Management has approximately 51 employees.

Q: What technology does Lydian Wealth Management use?

Lydian Wealth Management's tech stack includes jQuery, Drupal, PHP, Google Analytics.

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.