Convergent Wealth Advisors

investor type
Accelerators/Incubators
Convergent was founded in 1994 as CMS Financial Services responsible for the wealth management of a single high net worth family. In 1995 the firm opened its' doors to other families. In 2001 the firm was bought by Lydian Wealth Management and in ...
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Relevant investments:
Company
Cost
Round
  • Super company
    Billion
  • Foundersuite
    Million
    Seed A
  • Active Inv
    13 000
    Round Best
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