Convergence Financial

Q: What is Convergence Financial's official website?

Convergence Financial's official website is www.convergence-co.com

Q: What is Convergence Financial's Revenue?

Convergence Financial's revenue is <$5 Million

Q: What is Convergence Financial's SIC code?

Convergence Financial's SIC: 62,628

Q: What is Convergence Financial's NAICS code?

Convergence Financial's NAICS: 52,523

Q: How many employees does Convergence Financial have?

Convergence Financial has 1-10 employees

Q: What industry does Convergence Financial belong to?

Convergence Financial is in the industry of: Finance , Insurance , Business Services

Q: What is Convergence Financial competition?

Convergence Financial top competitors include: Vintage Wealth Advisors , Full Circle Wealth Strategies , Sterling Total Wealth Solutions , Beacon Financial Partners

Q: What technology does Convergence Financial use?

Some of the popular technologies that Convergence Financial uses are: goo.gl, Cloudflare Rocket Loader, WooCommerce, WordPress.org

Q: Who is the CFO of Convergence Financial?

Convergence Financial's CFO is Jason Vann

Q: How do I contact Convergence Financial?

Convergence Financial contact info: Phone number: (573) 818-2264 Website: www.convergence-co.com

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

3919 S Providence Rd, Columbia, Missouri...

Phone Number

(573) 818-2264

Website

www.convergence-co.com

Revenue

<$5 Million

Industry

Finance

Insurance

Business Services

Accounting for Legal Practices

Venture Capital & Private Equity

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

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SIC Code 62,628NAICS Code 52,523Show more

Convergence Financial Org Chart

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Jason Vann

Chief Financial Officer

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Garry Weiss

Director, Financial Planning

Phone

Phillip Bacon

Director, Operations, Accounting

Phone

Austin Harrison

Director, Investments

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Number of Employees

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Top Executive

Convergence Financial

<$5M

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Private

2016

Jason VannChief Financial Officer

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$8.6M

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2010

Erich KelleyWealth Advisor

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$6.1M

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2015

Michael GeitnerDirector, Financial Planning

Beacon Financial Partners

<$5M

11-50

Private

<$5M

2006

Dale RubinFounding Partner, Chief Investment Officer

River Wealth Advisors

<$5M

11-50

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<$5M

2015

Barbara YostController & River Wealth Advisors Llc Retirement Plan Administrator

Provident Wealth Advisors

<$5M

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2011

Linda BaulchDirector, Client Services

Full Circle Wealth Strate...

<$5M

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Kelsey AbbottClient Service Specialist

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Convergence Financial Tech Stack

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goo.gl

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Cloudflare Rocket Loader

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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

Who is the CFO of Convergence Financial?

Convergence Financial's CFO is Jason Vann

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?

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

Convergence Financial Latest Hires and Their Positions

Convergence Financial is expanding and recently hired new employees. Here are the latest additions to the team.

C. Lebold

Independent Advisor Representative

Joined Jun 1, 2026

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