Financial Services Professionals

Who worked in all segments of the industry and understand how decisions are made

Convergence was created to fill the void in data, research and analytics available to alternative investment managers, allocators and service providers.  Convergence’s professionals are armed with daily data sets powered by industry leading technology and are at the forefront of industry issues impacting operational risk, infrastructure, best practices and transparency.

Founded in 2013 by C-Suite Executives who worked in many segments of the industry with successful track records at JPMorgan, Apollo Global Management, GlobeOp Financial, BISYS, Fidelity Alternative Investments, Bank of America, Arthur Andersen, KPMG, and MFS Investments, Morgan Stanley, Goldman Sachs, Credit Suisse, Fidelity/Pyramis, Citigroup/Legg Mason, and Tiger Management.

LEARN MORE ABOUT OUR PEOPLE LEARN MORE ABOUT CONVERGENCE

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.

CONVERGENCE 10 OPERATING PRINCIPLES

What sets us apart from other companies are our operating principles

Early detection business focus

We focus on the early detection and communication of business opportunities and insights by applying a daily monitoring and analytical culture.

Risk and compliance mitigation

We believe that most risk related losses can be managed, and our goal is to help identify and limit financial losses and reputational harm driven by non-investment and commercial risk.

Produce data and informational assets with meaning

Our data sourcing is continuous and includes multiple sources from which we create original content that we infuse with meaning. We hold ourselves to a greater than 95% data accuracy standard.

Leveraging our experience

We expect our clients to leverage our founders and senior leaders’ experience in all facets of operating financial services companies and who have led growth and risk management programs at the world’s leading asset management firms.

Continuous build of business rules and algorithms

275,000 lines of code have been written and over 350 proprietary algorithms developed that are trained to interact with our databases to identify opportunities for our clients.

Flexibility in our service delivery model

Our service delivery model is flexible and based on a “push-pull” approach based on our client’s needs for consuming data and content in multiple ways.

Use of Data Science

We identify “business events” in the market and use data science techniques to develop “signals” that we send to clients giving them a first-mover advantage.

Focus on education & thought leadership

We believe educated clients challenge us to be better each day. We provide initial and ongoing training to help clients use Convergence data and insights more effectively.

Listen to our clients

Our growing client list includes large and small firms who need “insights” to maximize top and bottom-line growth. Convergence delivers a steady stream of new insights, products and enhancements based on their feedback.

Your return on investment is important to us

We care about each dollar you spend with us and work to ensure that you achieve your goals with our data and create a positive return on investment. Convergence strives for long-term successful clients.

Early detection business focus

We focus on the early detection and communication of business opportunities and insights by applying a daily monitoring and analytical culture.

Risk and compliance mitigation

We believe that most risk related losses can be managed, and our goal is to help identify and limit financial losses and reputational harm driven by non-investment and commercial risk.

Produce data and informational assets with meaning

Our data sourcing is continuous and includes multiple sources from which we create original content that we infuse with meaning. We hold ourselves to a greater than 95% data accuracy standard.

Leveraging our experience

We expect our clients to leverage our founders and senior leaders’ experience in all facets of operating financial services companies and who have led growth and risk management programs at the world’s leading asset management firms.

Continuous build of business rules and algorithms

275,000 lines of code have been written and over 350 proprietary algorithms developed that are trained to interact with our databases to identify opportunities for our clients.

Flexibility in our service delivery model

Our service delivery model is flexible and based on a “push-pull” approach based on our client’s needs for consuming data and content in multiple ways.

Use of Data Science

We identify “business events” in the market and use data science techniques to develop “signals” that we send to clients giving them a first-mover advantage.

Focus on education & thought leadership

We believe educated clients challenge us to be better each day. We provide initial and ongoing training to help clients use Convergence data and insights more effectively.

Listen to our clients

Our growing client list includes large and small firms who need “insights” to maximize top and bottom-line growth. Convergence delivers a steady stream of new insights, products and enhancements based on their feedback.

Your return on investment is important to us

We care about each dollar you spend with us and work to ensure that you achieve your goals with our data and create a positive return on investment. Convergence strives for long-term successful clients.

Convergence Leadership Team

John Phinney

Chairman/CEO

Phone: 203-956-4824

George Evans

President/Chief Revenue Officer

Phone: 215-704-7100

George Gainer

Head of Client Management

Phone: 203-956-4824

Warren Master

Chief Technology Officer

Phone: 201-674-9175

Convergence's Data Independence and Accuracy

Independence

We are the only firm that does not rely on data sourced from insiders. Data sourced from insiders is often subjective and cannot be fully verified and validated by the data provider.

Accuracy

We spent several years testing, evaluating, normalizing and curating our data sources, including regulatory filings, and are proud to provide a 95% accuracy standard to the data we use to power our products and services, including attributing funds and assets to service providers and asset managers.

Breadth and Depth

Our combined fund database is the largest and most comprehensive in the market. We track 150,000+ active US and non-US Hedge, Private Equity, Venture Capital, Real Estate, Securitized Asset and Other funds.

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