Convergent Wealth Advisors

Finance · 11-50 Employees

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Overview

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Convergent Wealth Advisors

Convergent Wealth Advisors is a company that operates in the Investment Banking industry. It employs 10to19 people and has 1Mto5M of revenue.Explore more
Convergent Wealth Advisors's Social MediaPopular SearchesConvergent Wealth AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Convergent Wealth Advisors Org Chart

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DK

Managing Director

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OT

Vice President, Wealth Management

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MC

Analyst

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RW

Senior Investment Management Associate

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MK

Associate Director

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KT

Senior Investment Management Associate

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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Convergent Wealth Advisors Tech Stack

A closer look at the technologies used by Convergent Wealth Advisors

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Frequently Asked Questions Regarding Convergent Wealth Advisors

What is Convergent Wealth Advisors's official website?
Convergent Wealth Advisors's official website is www.convergentwealth.com
What is Convergent Wealth Advisors's Revenue?
Convergent Wealth Advisors's revenue is <$5 Million
What is Convergent Wealth Advisors's SIC code?
Convergent Wealth Advisors's SIC: 62,628
What is Convergent Wealth Advisors's NAICS code?
Convergent Wealth Advisors's NAICS: 52,523
How many employees does Convergent Wealth Advisors have?
Convergent Wealth Advisors has 11-50 employees
What industry does Convergent Wealth Advisors belong to?
Convergent Wealth Advisors is in the industry of: Finance, Securities Trading
What companies has Convergent Wealth Advisors acquired?
Convergent Wealth Advisors has acquired the companies: Brainard Capital Management, Veritable, rexcapital.com, Crestone
What technology does Convergent Wealth Advisors use?
Some of the popular technologies that Convergent Wealth Advisors uses are: Proofpoint
What does Convergent Wealth Advisors do?

Convergent Wealth Advisors is a company that operates in the Investment Banking industry. It employs 10to19 people and has 1Mto5M of revenue.... Read More

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

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