Convergent Wealth Advisors

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Investor info
Type
Accelerators/Incubators
Stage focus
  • Seed Round
Description
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 2007 it was renamed Convergent Wealth Advisors. Convergent Wealth Advisors is an industry leader in wealth management advising on approximately $11 billion in assets for individuals institutions and family offices
Relevant investments
  • Company
    Amount
    Round
  • Example example company Inc
    $ 1,000,000
    Investor meetings
  • Company & Company
    € 11,000,000
    Series C funding
  • Example
    $ 524,000
    Seed round A
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Connected people
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  • Example Example
    Example Exampleexample[email protected]
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  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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