70+ Professionals. One Industry. No Distractions.
Convergent was founded in 2011 with a simple thesis: the retirement industry needs technology specialists who've actually operated the systems — not generalists who study them from the outside.
Fifteen years ago, the retirement technology landscape looked different. OMNI and TRAC were the dominant recordkeeping platforms. COBOL developers were in their 40s and 50s, not their 60s and 70s. And the idea that an entire generation of platform expertise could simply walk out the door seemed like a problem for another decade.
That decade is here.
Convergent was built for this moment. Every person on our team has hands-on experience inside the systems that power America's retirement infrastructure. We're not a general-purpose consultancy that happens to have a financial services practice. We're retirement technology practitioners who happen to run a firm.
We've served J.P. Morgan, Prudential, Ameritas, Invesco, MassMutual, and dozens of other firms across the retirement ecosystem. We've completed 18 large-scale migrations — moving 21,000 plans and $300 billion in assets. We've migrated 21 million lines of COBOL code and built 1,500+ interfaces for payroll, trading, and plan onboarding. We've helped UK-based fintechs enter the US retirement market from scratch.
We do this work because nobody else has the depth to do it at the speed and precision our clients need.
The Team Behind the Platform
Our 70+ professionals include 20+ senior SMEs averaging 25 years of hands-on retirement technology experience. They're supported by a deep bench of developers, BAs, and project managers who execute at scale.
Trusted by the firms that run America's retirement systems
Your platform won't modernize itself. Let's talk.
Book a 30-minute platform assessment with a principal-level consultant. No pitch deck. No junior associate. Just a direct conversation about your systems, your challenges, and what it would actually take to solve them.