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Our Story

Technological Innovation Paired with a Heritage of Industry Expertise and Success.

ConvergEx was formed in October 2006 through the combination of Eze Castle Software, a leading provider of investment technologies and The Bank of New York Mellon’s institutional brokerage business.

As a leading global financial technology firm, ConvergEx serves institutional investors worldwide. Our clients include asset managers, hedge funds, corporations, plan sponsors, broker-dealers, and financial intermediaries.

We combine our sophisticated proprietary technologies with our vast global markets expertise to create advanced tools and innovative strategies that span the investment lifecycle. Our goal is to provide solutions with the highest possible level of performance, efficiency and flexibility to help clients achieve their investment objectives.

Through our two business lines - Investment Technologies and Execution Solutions – we specialize in providing flexible, cost-effective solutions through proprietary and best-of-breed technology. Our extensive knowledge and expertise, combined with our global resources and entrepreneurial passion, enable us to provide an unmatched offering in an evolving, competitive marketplace.