Convergent Financial Technologies Overview

  • Founded
  • 2013
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Convergent Financial Technologies General Information


Provider of fully integrated SaaS financial applications intended for the insurance and retirement solutions industry. The company specializes in UV cloud a unit value pricing and trading application with customizable reporting, administration system interfacing and fund manager interfacing, that help reduce IT costs.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Financial Software
Other Industries
Application Software
Parent Company
Primary Office
  • 3840 Quakerbridge Road
  • Suite 205
  • Hamilton, NJ 08619
  • United States
+1 (609) 000-0000
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Convergent Financial Technologies Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Convergent Financial Technologies Executive Team (3)

Name Title Board Seat Contact Info
William Bolton Chief Executive Officer
Paul DeCristoforo Founder & Chief Technology Officer
Thomas Auchinleck Chief Information Officer
To view Convergent Financial Technologies’s complete executive team members history, request access »