Convergence Financial

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

3919 S Providence Rd, Columbia, Missouri...

Phone Number

(573) 818-2264

Revenue

<$5 Million

Industry

Finance Insurance Business Services Accounting for Legal Practices Venture Capital & Private Equity
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Convergence Financial

Established in 2016. Retirement, Financial planning, Investment, Estate planning and insurance and annuities. Convergence Financial founded in 2016 with three priorities - Investing. Planning. Service. Travis believes in providing independent investment advice that is based on merit, not affiliation, after spending nearly 10 years with an affiliated Broker/Dealer.Explore more
Convergence Financial's Social MediaPopular SearchesConvergence FinancialConvergence CompaniesConvergence Financial LLCConvergence Financial 200Convergence Financial Advisors IncSIC Code 62,628NAICS Code 52,523Show more

Convergence Financial Org Chart

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PB
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Director, Operations, Accounting

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JW
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Director, Business Development

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MB
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Director, Wealth Management & Financial Advis...

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AH
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Director, Investments

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GW
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Director, Financial Planning

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AA
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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Convergence Financial

<$5M
1-10
Private
-
2016
PB
Phillip BaconDirector, Operations, Accounting
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$6.1M
11-50
Private
<$5M
2015
JC
John CordeiroPresident & Wealth Advisor
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
11-50
Private
<$5M
2015
RM
Ralph MannaPartner, Chief Compliance Officer
<$5M
11-50
Private
-
2011
LB
Linda BaulchDirector, Client Services
<$5M
1-10
Private
-
-
JR
Jason RadakovichPresident, Financial & Advisor
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Convergence Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Convergence Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Convergence Financial.

Convergence Financial Tech Stack

A closer look at the technologies used by Convergence Financial

Top Finance Companies

Frequently Asked Questions Regarding Convergence Financial

What is Convergence Financial's official website?
Convergence Financial's official website is www.convergence-co.com
What is Convergence Financial's Revenue?
Convergence Financial's revenue is <$5 Million
What is Convergence Financial's SIC code?
Convergence Financial's SIC: 62,628
What is Convergence Financial's NAICS code?
Convergence Financial's NAICS: 52,523
How many employees does Convergence Financial have?
Convergence Financial has 1-10 employees
What industry does Convergence Financial belong to?
Convergence Financial is in the industry of: Finance, Insurance, Business Services
What is Convergence Financial competition?
Convergence Financial top competitors include: Vintage Wealth Advisors, Full Circle Wealth Strategies, Sterling Total Wealth Solutions, Beacon Financial Partners
What technology does Convergence Financial use?
Some of the popular technologies that Convergence Financial uses are: goo.gl, Cloudflare Rocket Loader, WooCommerce, WordPress.org
How do I contact Convergence Financial?
Convergence Financial contact info: Phone number: (573) 818-2264 Website: www.convergence-co.com
What does Convergence Financial do?

Established in 2016. Retirement, Financial planning, Investment, Estate planning and insurance and annuities. Convergence Financial founded in 2016 with three priorities - Investing. Planning. Service. Travis believes in providing independent investment advice that is based on merit, not affiliation, after spending nearly 10 years with an affiliate... d Broker/Dealer.Read More

What are Convergence Financial social media links?
Convergence Financial Linkedin page Convergence Financial Facebook page
Is Convergence Financial a public company?
Convergence Financial is private company therefore does not currently have an official ticker symbol
See more information about Convergence Financial

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