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
Financing Status
Private Equity-Backed
Primary Industry
Financial Software
Other Industries
Application Software
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 »