


Convergence provides analytical data, benchmarking, custom research, and advisory services to the alternative asset management industry. Convergence’s data is unique because it is enriched by subject matter experts and data analysts. The company focuses on the manager/ advisor infrastructure including investment operations, risk management, marketing, investor relations, tax, compliance, technology, and service provider infrastructure.
According to George Evans, Co-President of Convergence, the Advisors are creating a massive “digital footprint” about their businesses through regulatory filings, social media and other forms of communication, yet all the information is not easily obtainable, structured, and not comparative in nature. “Convergence has created an entirely new platform comprising data, research, and analytical products and services that focus on exposing, improving and enhancing the business model and infrastructure of alternative asset managers,” he adds.
The Convergence Platform includes Research—a web-and mobile-based product providing access to the entire Convergence Database; and Surveillance—a custom built product providing compact and robust visual presentation of the Convergence data elements that are most important for customers to monitor on a daily, weekly, monthly and/or quarterly basis.
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Our goal is to continuously innovate and enrich our products that make the decision making process seamless
Lastly, the Analytics service provides a summary of regulatory history, market share analyses, and Advisor complexity scoring and Service Provider Best Fit analyses to name a few key services.

The company’s desire to create original content is what differentiates them from competitors. In the days to come, Convergence will start rolling out next generation components of “original content”—building a library of content than can be used by anyone involved in the industry. “Our goal is to continuously innovate and enrich our products that make the decision making process seamless,” asserts Evans.
Company
Convergence
Headquarters
South Norwalk, CT
Management
John Phinney, Chairman & Co-President
and George Evans, Co-President
Description
A financial technology company focused on the alternative asset management industry, analyzing the business model and infrastructure and providing transparency
