Convergence Capital Revenue

Financial Services • Wellesley, Massachusetts, United States • 1-10 Employees

Convergence Capital revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Convergence Capital

Usman Arshad

Director Of Investments & Planning

Company overview

Headquarters	93 Worcester St, Suite 300, Wellesley, Massachusetts 02481, US
Websites	nm.com convergence.nm.com
NAICS	52
Keywords	Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning, Education Funding, Life Insurance Planning, Tax Strategies, Long-Term Care Planning, Equity Compensation Planning, Disability Income Planning
Founded	2024
Employees	1-10

About Convergence Capital

Our Mission At Convergence Capital, we align the right people with the right resources to help build an effective financial plan that you can be proud of. Ensuring you reach the financial security goals you have for yourself, your family, or your business is our top priority, and we are committed to being your partner along the way. Our Approach Our holistic approach to financial planning integrates investment portfolio management, insurance planning, tax-efficient strategies, equity compensation planning, education funding, retirement, and estate planning. Clients appreciate our unbiased advice and the comradery they feel as we all work together as a team. Our Commitment Our award-winning team has more than 50 years of collective industry experience, including being ranked by Forbes as one of the top financial security professionals in the country. We are honored to have worked with hundreds of client families spanning multiple generations, and countless individuals, to help them reach their financial goals. We look forward to learning about your unique needs, so we can provide balanced solutions and show you ways to implement your financial strategy.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Convergence Capital has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Convergence Capital has never raised funding before.

Frequently asked questions

Convergence Capital is located in Wellesley, Massachusetts, US.

Convergence Capital generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Convergence Capital has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Convergence Capital was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Convergence Capital has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Convergence Capital

Usman Arshad

Director Of Investments & Planning

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