ConvergEx positions itself at the point where technology and trading converge for institutional investors. Through subsidiaries including LiquidPoint, G-Trade Services, and Westminster Research Associates, the company offers agency brokerage software as well as investment advisory, prime brokerage services, and commission management services. Products include the ConvergEx execution management system and the LiquidPoint options technologies platform. It serves such clients as asset managers, hedge funds, broker-dealers, and financial intermediaries. ConvergEx was founded in 2006 as BNY Mellon's institutional execution business.

Geographic Reach

ConvergEx operates from a dozen offices in major US cities and one in London.

Sales and Marketing

The company counts some 3,000 customers such as investment advisers, hedge funds, mutual funds, plan sponsors, endowment funds, Taft-Hartley plans, sovereign wealth funds, trust banks, family offices, separately managed accounts, broker-dealers, exchanges and other marketplaces, alternative trading systems and investment banks.


ConvergEx most recently sold its main subsidiary, Eze Software, to an affiliate of private equity firm TPG. The company divested the investment management software in order to focus on executing and trading software. Still, ConvergEx is maintaining a close relationship with Eze Software through a cooperative marketing arrangement; each firm will also cross‐sell the other's services.

In 2014 the company released a service designed to help hedge funds and mutual fund companies manage liquid investment alternatives such as an ETF or other exchange-traded product. The service provides daily reconciliation of complex data between the three parties that are required to support liquid alternatives: the trust bank, the prime broker and the fund administrator

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1633 Broadway Fl 48
New York, NY 10019-6708
Phone: 1 (212) 468-7500


  • Employer Type: Private
  • Chairman and CEO: Joseph M. Velli
  • CFO: Christopher M. Springer
  • Chairman and CEO: Joseph M. Velli

Major Office Locations

  • New York, NY

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