Convergence Wealth Consulting

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

419 S 1st St Ste 200, Mount Vernon, Wash...

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Convergence Wealth Consulting

Convergence Financial Partners specializes in financial planning services aimed at helping clients achieve their financial freedom and long-term goals. They offer personalized strategies in areas such as asset accumulation, retirement planning, estate planning, risk management, business planning, and taxation. The firm prides itself on building genuine connections with clients to understand their unique visions and aspirations. Associated with Commonwealth Financial Network, they provide tailored financial guidance to individuals and businesses seeking to bridge their financial gaps.Explore more
Convergence Wealth Consulting's Social MediaPopular SearchesConvergence Wealth ConsultingConvergence Financial PartnersSIC Code 62,628NAICS Code 52,523Show more

Convergence Wealth Consulting Org Chart

PhoneEmail
ML

Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Convergence Wealth Consul...

$5.3M
11-50
Private
-
2015
ML
Michele LynchDirector, Operations
<$5M
11-50
Private
-
2022
<$5M
1-10
Private
-
-
HY
Hadow YangPractice Manager
<$5M
1-10
Private
-
-
DC
Daniel CuthbertsonDirector and Founder Valuepoint Asset Management Pty Ltd
<$5M
1-10
Private
-
2021
JB
John BlythFinancial Planner
<$5M
11-50
Private
-
2010
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Convergence Wealth Consulting Tech Stack

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Frequently Asked Questions Regarding Convergence Wealth Consulting

What is Convergence Wealth Consulting's official website?
Convergence Wealth Consulting's official website is www.convergencefp.com
What is Convergence Wealth Consulting's Revenue?
Convergence Wealth Consulting's revenue is $5.3 Million
What is Convergence Wealth Consulting's SIC code?
Convergence Wealth Consulting's SIC: 62,628
What is Convergence Wealth Consulting's NAICS code?
Convergence Wealth Consulting's NAICS: 52,523
How many employees does Convergence Wealth Consulting have?
Convergence Wealth Consulting has 11-50 employees
What industry does Convergence Wealth Consulting belong to?
Convergence Wealth Consulting is in the industry of: Finance, Securities Trading
What is Convergence Wealth Consulting competition?
Convergence Wealth Consulting top competitors include: Valuepoint Asset Management, Beside Advisory, My Place Investment, Live Well Financial Planning
What technology does Convergence Wealth Consulting use?
Some of the popular technologies that Convergence Wealth Consulting uses are: DocuSign, Drupal, Cloudflare Website Optimization, Google Universal Analytics
What does Convergence Wealth Consulting do?

Convergence Financial Partners specializes in financial planning services aimed at helping clients achieve their financial freedom and long-term goals. They offer personalized strategies in areas such as asset accumulation, retirement planning, estate planning, risk management, business planning, and taxation. The firm prides itself on building gen... uine connections with clients to understand their unique visions and aspirations. Associated with Commonwealth Financial Network, they provide tailored financial guidance to individuals and businesses seeking to bridge their financial gaps.Read More

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

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