About Convergence Inc.

Founded in 2013 by industry experts, Convergence collects, structures, enriches and analyzes public-domain, regulatory, and industry data to create business intelligence and actionable insights to drive revenue growth, improve profitability and identify business risk.

Our Mission

Our mission is to provide decision support by making data more accessible, transparent,  useful, actionable and cost effective for the clients we serve in the asset management industry.

Convergence's 10 Operating Principles

Our ten data and operating principles differentiate us from our competitors:

Daily Business Focus
The world changes each day, and we focus our data “insights” on supporting our clients in three areas: 1) increase revenue, 2) improve efficiency and 3) identify and manage risk.
Our Focus on Non-Investment Risk
No one should lose money to non-investment risk breakdowns. These risks can be managed when identified. We analyze and share insights from SEC enforcement actions against Advisers involving investor wrongdoing.
Independent Data and Informational Assets
We source our data independently of the entities we cover to ensure that we can curate it and tell an original story without conflict.
Expertise
Our founders and senior leaders have a combined 120+ years of experience building and leading growth and risk management agendas at the world’s leading asset management firms.
Business Rules and Algorithms
2,000,000 lines of code power, 1,400+ business rules run daily to identify and report opportunities to our clients.
Our Focus on Education
We believe educated clients challenge us to be better each day. We provide initial and ongoing training to improve the way they engage with our data and “insights.”
Data Science, AI and Predictive Analytics
We are constantly searching for new signals using advanced
analytics that give our clients first-mover advantages they can use to achieve better business results.
Your Return on Investment
We care about each dollar that our clients spend with us and work to ensure that our data and solutions achieve their specific business goals  with a positive return on investment.
Client and Engagement
Our clients are industry leaders who face myriad challenges in the market. They drive us hard, and we deliver them a steady stream of new insights, products and enhancements.
Service Delivery Model
Our service delivery model is flexible and based on a “push-pull” approach based on our client’s needs using workflow apps, file feeds and email-based alerts.

Company Reference Information

Legal Name
Convergence Inc.
‍
Year Founded
2013
‍
State of Incorporation
Delaware
‍
Business Location
Connecticut
NAICS Code
519290 — Web Search Portals and All Other Information Services
‍
DUNS Number
08-003-4612

‍
Legal Entity Identifier
2549009YXJ9RZTLSP430

‍
Taxpayer Identification Number
47-2626143
Address
1266 East Main Street
Suite 700
Stamford, CT 06894
‍

Phone
203-956-4824

Contact Email
info@convergenceinc.com

Meet the Convergence Team

John Phinney

Chairman/CEO
George Evans - President/Chief Revenue Officer Convergence Inc

George Evans

President/Chief Revenue Officer
Warren Master - Chief Technology Officer/ Head of AI Research and Development at Convergence Inc

Warren Master

Chief Technology Officer/ Head of AI Research and Development
David Etzbach - Managing Director Convergence Inc

David Etzbach

Managing Director
George Gainer - Head of Client Management Convergence Inc

George Gainer

Head of Client Management
Vidya Minukuri = Head of Data Science and Analytics Convergence Inc

Vidya Minukuri

Head of Data Science and Analytics
Lauren Evans - Marketing Manager Convergence Inc

Lauren Evans

Marketing Manager
Joshua DeMarco - Head of Product Management Convergence Inc

Joshua DeMarco

Head of Product Management
Bhaumik Patel - Head of Data Operations Convergence Inc

Bhaumik Patel

Head of Data Operations
Matt Manganillo - Research Analyst Convergence Inc

Matt Manganillo

Research Analyst
Jake Skorzewski - Research Analyst Convergence Inc

Jake Skorzewski

Research Analyst
Saurav Kumar - Data Analytics Team Lead Convergence Inc

Saurav Kumar

Data Analytics Team Lead
Venkat Sai Tangallapalli - Business Research Team Lead Convergence Inc

Venkat Sai Tangallapalli

Business Research Team Lead
Anusha Danappagari - Data Operations Team Lead Convergence Inc

Anusha Danappagari

Data Operations Team Lead

Customer Reviews

Convergence converts private market data into prioritized actions for revenue, margin, and risk teams. Our intelligence helps the world's leading asset managers, service providers, and investors decide who to call, why, and when.

“The data we get from Convergence allows us to be surgical in how we deploy our Sales Strategy. We cannot operate without it.”

IV
- Ilona Vega
Government Agency

“Convergence data and analytics are embedded into our talent effort, client management and risk surveillance efforts.”

JM
- Jason Meklinsky
FinTech

“Convergence gives our business development team the intelligence to identify the right opportunities, prioritize where we spend our time, and engage prospects with far greater precision."

IV
- Jay Maher
Fund Administrator

Frequently Asked Questions

Don’t see the answer you’re looking for?

Contact Support
What is Convergence's mission?
What are Convergence's operating principles?
Who's behind Convergence?
What kind of companies rely on Convergence?
How does Convergence differentiate itself in a crowded market?
How can I learn more about the company or get in touch?

Let's Connect

See three live signals against your book. Request a 30-minute demo
with the Convergence team today.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
A Lite Studio Production