Using big data to grow profits and manage risks
The Convergence ADV Analyzer
Headlines and Insights
Annual 2017-2018 Operational Due Diligence Survey Results
Contact George Evans at gevans@convergenceinc.com to set up a product demo and receive our survey.
Convergence provides unprecedented TRANSPARENCY and INSIGHTS into what is taking place DAILY in an industry that has gone mainstream.
Convergence’s growing list of clients leverage our insights to grow revenues, protect revenus and understand Advisor risk. CONVERGENCE service provider clients service $5+ Trillion RAUM approaching 40-50% of the marketplace.
Convergence Audit clients service $4.3 Trillion RAUM or 40% of the marketplace
13+ Trillion
in Alternative Assets
17,000+
SEC Registered Investment Advisors
3,400+
State Registered Funds
56,000+
SEC and State Registered Funds
Convergence Client Profiles
RIA Service Providers
- Fund Administrators
- Audit Firms
- Law Firms
- Custodians
- Prime Brokers
- Financial Technology Firms
- Compliance Firms
- Marketing Firms
Institutional Investors/LPs & Consultants
- Private Pensions
- Public Pensions
- Endowments
- Foundations
- Investment Management Consultants
Registered Investment Advisors
- Hedge Funds
- Private Equity Funds
- Fund of Funds
- Real Estate
- VC
- Structured Assets
- Mutual Funds
- Traditional Asset Managers
- Insurance Brokers
Other
- Recruiting Firms – HR Management
- Colleges and Universities
- Individual Research
Our Value Proposition
The Platform
Convergence created an entirely new platform comprising data, research, and analytical products and services to focus clients on:
- Accelerated Revenue Growth
- Improving Margins
- Improving Operating Risk Management.
Our Insights are powered by our data. 60% of our data is original content derived and manufactured by Convergence.
Data with a Results Orientation
- 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 and Consultants, our data strengthens existing operational due diligence and help you meet enhanced fiduciary stewardship expectations
- For Colleges and Universities, our data is a valuable research tool for students, alumni and academic leadership looking to identify business leaders who can help the student and school develop relationships that can lead to internships, full-time jobs and fund raising opportunities.
AS FEATURED IN
Request a Demo
See how our data and research will optimize your business model. Contact George Evans to set up a demo today!
