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About
Convergent Wealth Advisors provides financial solutions to wealthy individuals and families. The company takes the customer by the hand to help them make the right decisions with one on one approach. Convergent Wealth was founded in 1994 and is based in Potomac, Maryland.
Position in the VCSift Database
- • 33,888 investors in VCSift focus on the fintech sector.
- • 27 investors are based in Potomac, Maryland, United States.
Data sourced from 410,343 investor profiles. Updated July 2026.
Investment Focus
- Sectors
- fintech
- Location
- Potomac, US
Contact Information
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