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Convergent Wealth Advisors Revenue and Competitors

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Potomac, MD USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Convergent Wealth Advisors's estimated annual revenue is currently $6.2M per year.(i)
  • Convergent Wealth Advisors's estimated revenue per employee is $168,000

Employee Data

  • Convergent Wealth Advisors has 37 Employees.(i)
  • Convergent Wealth Advisors grew their employee count by 0% last year.

Convergent Wealth Advisors's People

NameTitleEmail/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$12.1M6433%N/AN/A
#2
$8.4M502%N/AN/A
#3
$174.6M6654%N/AN/A
#4
$5.4M320%N/AN/A
#5
$6.7M400%N/AN/A
#6
$25.4M1216%N/AN/A
#7
$3.8M260%N/AN/A
#8
$22.3M1060%N/AN/A
#9
$2.1M17-35%N/AN/A
#10
$7.9M4718%N/AN/A
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What Is Convergent Wealth Advisors?

Convergent Wealth Advisors is a recognized industry leader, providing customized financial solutions to wealthy individuals and families. As a Financial Family Office, Convergent offers a true family office experience and relevant services at a far lower cost than a full service, internal family office. Convergent provides a full scope of financial services on a bundled or unbundled basis: 1. Financial Planning 2. Legacy Planning 3. Investment & Portfolio Oversight 4. Asset Management Convergent is a subsidiary of RBC USA Holdco and an affiliate of City National Bank. Convergent is headquartered in the Washington Metro Area, with offices in New York City, Los Angeles, and Portland, OR.

keywords:N/A

N/A

Total Funding

37

Number of Employees

$6.2M

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$6.7M3776%N/A
#2
$8.6M405%N/A
#3
$4.8M4132%N/A
#4
N/A4313%N/A
#5
$15M487%N/A