About Convergent Wealth Management
Convergent Wealth Management is a company based in Chesterfield (United States) founded in 2010 was acquired by Mercer Advisors in March 2022.. Convergent Wealth Management offers products and services including Financial Planning, Investment Management, Tax Planning, and Estate Planning. Convergent Wealth Management operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Chesterfield, United States
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
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- Legal Name Mercer Advisors Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
City National Bank
& 1 more
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Employee Count
Employee Count
- Acquired by
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Products & Services of Convergent Wealth Management
Convergent Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Planning, and Estate Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Service for creating and executing personalized financial strategies.
Manages tailored portfolios for individual clients.
Assists with tax preparation and strategic planning.
Handles estate and inheritance management for clients.
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Leadership Team
59 people
Finance and Accounting
26 people
Senior Team
20 people
Client Team
18 people
Software Development Team
17 people
Operations Team
16 people
Sales and Marketing
11 people
Product Management Team
9 people
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Funding Insights of Convergent Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Convergent Wealth Management
Convergent Wealth Management has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include City National Bank and Mercer Advisors. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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City National Bank is recognized for providing comprehensive banking and wealth management services.
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Founded Year | Domain | Location | |
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Wealth management and advisory services are provided for investment industries.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Convergent Wealth Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Convergent Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Convergent Wealth Management Comparisons
Competitors of Convergent Wealth Management
Convergent Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Convergent Wealth Management
Frequently Asked Questions about Convergent Wealth Management
When was Convergent Wealth Management founded?
Convergent Wealth Management was founded in 2010.
Where is Convergent Wealth Management located?
Convergent Wealth Management is headquartered in Chesterfield, United States. It is registered at Chesterfield, Missouri, United States.
What does Convergent Wealth Management do?
Convergent Wealth Management was established in 2010 and is headquartered in Chesterfield, United States. Operations focus on the financial sector, where advisory services for asset allocation, investment planning, and portfolio management are offered. The firm serves individual and institutional clients through its online presence at convergentwm.com, emphasizing structured financial strategies across domestic markets. Geographic activities are centered in the U.S., with compliance to relevant regulatory standards maintained throughout.
Who are the top competitors of Convergent Wealth Management?
Convergent Wealth Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Convergent Wealth Management offer?
Convergent Wealth Management offers Financial Planning, Investment Management, Tax Planning, and Estate Planning.
Who are Convergent Wealth Management's investors?
Convergent Wealth Management has 2 investors. Key investors include City National Bank, and Mercer Advisors.
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