E-Commerce Platform creating insights to help Advisors, Service Providers and Institutional Investors

An entirely new platform comprising data, research, and analytical products and services

Grow Revenue

Improve Profits

Identify & Manage Risks

E-Commerce Platform creating insights to help Advisors, Service Providers and Institutional Investors

An entirely new platform comprising data, research, and analytical products and services

Grow Revenue

Improve Profits

Identify & Manage Risks

FOR ADVISORS

Our data can help you raise assets, improve efficiency, manage service providers and identify emerging risks in your business model

FOR SERVICE PROVIDERS

Our data can help you increase sales, improve client retention rates and cross sell more product to existing clients

FOR INVESTORS & CONSULTANTS

Our data strengthens existing operational due diligence and help you meet enhanced fiduciary stewardship expectations

Our Products


CONTACT DIRECTORY 


The Most Comprehensive ASSET MANAGEMENT Contact Directory on the market

Using big data to grow profits

Significantly more cost effective

The most cost effective and comprehensive contact file

The most comprehensive option for its price


League Tables 


The Most Comprehensive League Tables on the Private Fund Industry with over 90,000 Funds 

Listing of Top 25 Administrators and Auditors by Funds and Assets including Self-Administration Market

Year-over-Year change in Funds and Assets 

Market share for Administrators and Auditors

Segmented by Fund Type and Strategy

ADV ANALYZER

Reduce Inadvertent Regulatory and Litigation Risks

Ensure the quality of your ADV filings are in sync with the markets

Evaluating the caliber of the ADV SEC filing relative to the marketplace

Test and score the accuracy, consistency and frequency of your ADV filings

CONTACT DIRECTORY 


The Most Comprehensive ASSET MANAGEMENT Contact Directory on the market

Using big data to grow profits

Significantly more cost effective

The most cost effective and comprehensive contact file

The most comprehensive option for its price


CONTACT DIRECTORY 


The Most Comprehensive ASSET MANAGEMENT Contact Directory on the market

Using big data to grow profits

The most cost effective and comprehensive Contact Directory

Meet the founders

Convergence was founded in 2013 by former executives of JP Morgan, Apollo Global, GlobeOp Financial, BISYS, Fidelity Alternative Investments, Bank of America, Arthur Andersen, KPMG, and MFS Investments who sought to fill a void in data, research and analytics coverage of the Alternative Investments space. A combined 120 years of industry experience coupled with our leading technology has rapidly brought Convergence to the forefront of RIA infrastructure best practices and transparency.

Meet the founders

Convergence was founded in 2013 by former executives of JP Morgan, Apollo Global, GlobeOp Financial, BISYS, Fidelity Alternative Investments, Bank of America, Arthur Andersen, KPMG, and MFS Investments who sought to fill a void in data, research and analytics coverage of the Alternative Investments space. A combined 120 years of industry experience coupled with our leading technology has rapidly brought Convergence to the forefront of RIA infrastructure best practices and transparency.

Our Data and operating principals

Have customized needs? CONTACT US

Get in touch with George Gainer