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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.

ConvergEx is a premier provider of investment technology solutions and global agency brokerage services to institutional investors worldwide.  We combine our sophisticated proprietary technologies with our vast global markets expertise to create advanced electronic trading tools and innovative solutions that are integral to clients’ investment workflow.

We specialize in providing a full array of leading investment technologies and an integrated platform of performance-driven trading capabilities. Our extensive knowledge and expertise in investment technologies, liquidity and execution management, and intermediary and clearing services, combined with our global resources and entrepreneurial passion, enable us to provide a unique set of offerings in an evolving, competitive marketplace.  

Our goal is to provide solutions with the highest possible level of performance, efficiency and flexibility to help clients achieve their investment objectives. Clients include asset managers, hedge funds, corporations, plan sponsors broker-dealers, and financial intermediaries.