What does Convergence do?

Convergence is a business intelligence platform built for the asset management industry. It turns data on advisers, funds, service providers, and market activity into actionable revenue, efficiency, and risk signals—helping fund administrators, custodians, prime brokers, and investment managers act before opportunities or risks are missed.

Is Convergence a data company?

No, Convergence goes beyond raw data. It collects and structures information from 80 sources into Predictive, Complex, and Core Business Intelligence, then scores each signal on probability and timing so teams get decision-ready intelligence, not just another database to search.

How is Convergence different from Preqin, PitchBook, or 9AT?

Traditional providers like Preqin, PitchBook, and 9AT focus on capital raising, deal flow, and historical fund performance. Convergence instead delivers forward-looking, actionable business intelligence—revenue, efficiency, and risk signals asset managers and their service providers can act on immediately, not static profiles to research.

Who uses Convergence?

Convergence supports fund administrators, accounting firms, prime brokers, custodians, investment managers, investors, and investment banks and consultants—anyone in the asset management ecosystem who needs to spot revenue opportunities, efficiency gains, or risk changes among advisers and competitors faster than the market.

How quickly do clients see results?

Clients start receiving daily revenue, efficiency, and risk signals as soon as they're onboarded. In practice that's translated into fast, measurable outcomes—like a two-point jump in sales growth for one accounting firm and a dozen-plus new product ideas surfaced for a custodian within their first engagement.

How accurate is the underlying data?

Convergence's Predictive Business Intelligence requires a minimum 70% accuracy score before it reaches clients, built from over 8,500 data fields—4,700 of them proprietary—across 24 subjects that define the asset management business, all sourced and validated from 80 distinct data sources.

The Business Intelligence Platform for the Asset Management Industry

Win more business. Improve profitability. Manage risk.

Convergence transforms complex data on investment advisers, funds, and service providers into actionable business intelligence. Our solutions help clients anticipate business decisions, uncover revenue opportunities, expand existing client relationships, and identify and manage risk.

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Serving general partners, limited partners, service providers, regulators, and other participants across the asset management industry.

Fund Administrators

“We use Convergence Revenue Roadmaps to increase sales to new and existing clients. They deliver early and actionable sales intelligence and predictive analytics on high-conviction prospects that we act on.”

Accounting Firms

“We use Convergence Product Roadmaps to identify Audit Tax and Advisory services needed by asset management prospects. This helps us coordinate our selling approach and bring the best of what our firm can offer”

Prime Brokers

“We use Convergence operational risk insights to monitor and act on new non-investment risks across our fund manager counterparties."

Custodians

"We use Convergence’s pre-verified reference data to support private investments. This eliminates manual reconciliation errors and streamlines operational workflows that support client onboarding and support."

Investment Managers

“We use Convergence RIA productivity benchmarks to manage our headcount and improve our understanding of the service provider market.”

Investors

"We use Convergence BI to determine if the GPs of our investee funds have taken out NAV loans or are using Sub-Advisors."

Investment Banks & Consultants

"We use Convergence BI on GPs to determine if they have taken out NAV loans or are using Sub-Advisors."

Why Convergence is Different

Convergence is different because it creates business intelligence that users can act upon to increase sales, improve efficiency and identify and manage risk. It collects, structures, and curates’ data from 80 sources to create highly accurate business intelligence and predictive data science covering private and public markets. Traditional database providers and others focus primarily on capital raising, deal flow, and historical fund performance.

Trusted by Top Tier Firms

Our business intelligence supports leading Fund Administrators, Accounting Firms, Prime Brokers, Custodians, Law Firms, Compliance Firms, GPs, Investors, and Investment Bankers.

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Multiple Solutions

Convergence Business Intelligence supports various use cases, including:

Increase Revenue

Add New Clients
Cross Sell Existing Clients
M&A Support

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Improve Efficiency

Sales Efficiency
Client Efficiency
Data & Business Intelligence Outsourcing

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Identify Risk

Client Risk
Commercial Risk
Regulatory Risk

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Screenshot of a Convergence platform alert for a new $3B AUM adviser opportunity, with efficiency, revenue, and risk signal reviews

What Convergence Delivers Each Day

Revenue, efficiency, and risk signals that you can act on. Signals are scored on probability and timing and customized for your addressable markets. This helps you to:

Identify the best new opportunities in your target markets faster and more efficiently.

Identify cross-selling opportunities available in your client base, before other companies do.

Identify changes in your clients or prospects business that represent new business opportunities.

Identify increases and changes to client business and commercial risk.

Convergence Helps You Avoid

Your teams have a data problem that creates friction and delay in creating business intelligence. Do you have the right data? How good is it, and how much time does it take to convert it to action? Convergence relieves you of the time and cost burden of doing it yourself

Manager Search

Convergence provides profiles and business intelligence on over 100,000 Managers. A Manager is a group of Affiliated Advisers under common control.

To start your search for the manager you are interested in, please tap the button below.

Access the Convergence Manager Search Platform

Proven Results

Convergence is the preferred provider of data-driven business intelligence to leading Fund Administrators, Auditors, Prime Brokers, Custodians, Law Firms and FinTech firms.

Profit Growth

Custodian

Goal: Improve the quality of security master data on private market investments, reduce the unit cost, and generate new product ideas from the learning.
Solution: Convergence Knowledge Center – Reference Data
Business Impact: We reduced errors, redundancies, omissions, and inconsistencies in data records; we materially reduced unit costs, and we identified over a dozen new products and services by studying changes in the investments we serviced.

Revenue Growth

Accounting Firm

Goal: Increase sales of assurance, advisory and tax services.
Solution: Convergence Business Intelligence - Competitive Assessment
Business Impact: The client was able to refocus its sales efforts by identifying prospects that needed all three of its services. Sales increased 2 points above historical growth.

Risk Management

Global Prime Broker

Goal: Improve their ability to identify and monitor operational risk across thousands of clients.
Solution: Convergence Operational Risk Signals
Business Impact: The client added 24 new Convergence risk factors to their team’s assessment and monitoring program and gained a scalable, consistent view of institutional risk across its client universe, enabling better monitoring, prioritization, diligence, and risk management.