Convergence is a leading emerging growth financial technology company – Focused on the ALTERNATIVE ASSET MANAGEMENT INDUSTRY analyzing the business model and infrastructure and providing TRANSPARENCY to an industry that has gone mainstream
CONVERGENCE Administrator clients service $4.7 Trillion RAUM or 37% of the marketplace – Our clients have WON 38% of assets that have changed Administrators over the last 2 years
CONVERGENCE Audit clients service $3.3 Trillion RAUM or 30% of the marketplace
12 Trillion in AUM and growing
17,602 Registered Investment Advisors
58,000+ alts funds advised
“Industry growing to 20 trillion by end of 2020 – More traditional Advisors moving into Alts” – BIG 4 Accounting Firm Research
Convergence Target Markets
- 17,602 Registered Investment Advisors – 6,685 Alternative Asset Advisors
Industry Service Providers
- 528 Fund Administrators
- 469 Audit Firms
- 1,180 Custodians
- 270+ Prime Brokers
- 250+ Executive Search Firms
- 3,000+ Other-Fin Tech, Compliance, 3rd Party Capital Raising Marketers
- Largest 1,000 Pension, Endowment & Foundations
- 400+ Investment Management Consultants
- 4,200+ Colleges and Universities
- 7mm+ students, alumni, industry professionals
The Convergence Value Proposition
- Convergence has created an entirely new platform comprising data, research, and analytical products and services that focuses on exposing and analyzing the business model and infrastructure of alternative asset managers.
- The SEC has been disclosing information on RIA’s for 10 years, yet all information is not easily obtained, is not structured and is not comparative in nature. This requires users to condition the data so they can analyze and use it to make business decisions.
Data Subscription Value Proposition
- Grow assets and revenues
- Improve efficiency and productivity
- Reduce the expense of managing BIG DATA
- Identify best practices with our unique content and insights
Hedge Fund Manager
"Fund Expense Analyses Assisted as a Marketing Tool in Our Capital Raise"
- Hedge Fund Manager
Big 4 Audit and Advisory Firm
"The Data Powers Our Alternative Practice"
- Big 4 Audit and Advisory Firm
"We were able to Secure 50+ New Business Mandates with Targeted Data"
Ivy League Business School
"We have Created a Different Level of Awareness of the Alternative Industry"
- Ivy League Business School