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

Sales and Marketing

Convergex tallies 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.

Strategy

Convergex continually updates products and services with new features including the expansion of its futures execution and clearing services, and adding fully paid lending. A new 'stealth' small cap algorithm released in 2016 was designed to maximize liquidity in traditionally illiquid stocks.

The firm bolstered its European operations by expanding its London staff.

Convergex's owner, CTGR, merged Dash Financial, an options and equity trading technology developer, with LiquidPoint, Convergex's options trading and technology business. The new firm will be independent of Convergex.