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Global Headquarters, New York, USA Head Office

1633 Broadway
New York


+1 646 562 1010


Lynda Caravello
[email protected]

Mission Statement

As a leading technology firm, we provide mission-critical proprietary software products and technology-enabled services to more than 4,000 customers accessing over 100 markets.

Our large and diverse customer base of asset managers and financial intermediaries includes investment advisors, hedge funds, mutual funds, employee benefit plan sponsors, endowment funds, sovereign wealth funds, trust banks, family offices, separately managed accounts, broker-dealers, exchanges and other marketplaces, alternative trading systems, and investment banks.

Sophisticated strategies and infrastructure are essential in today’s increasingly dynamic, complex and competitive institutional investment industry. Understanding our customer’s evolving needs, we offer an extensive array of technology solutions that support increased sophistication and operational efficiency that help drive growth, address changing regulation and compliance requirements and achieve performance goals. Across markets, asset classes and regulatory regimes, we provide tools and analytics that span the investment life cycle.

Formed in 2006, the firm has over 1,250 employees in 23 locations throughout the Americas, Europe, Middle East, Africa and Asia-Pacific.


In an investment world increasingly occupied by passive, beta-centric investing, Cowen focuses on delivering value-added capabilities to those clients who seek to outperform their peer groups.


ConvergEx was formed in October 2006 through the combination of Eze Castle Software, a leading provider of investment technologies and BNY Mellon’s institutional execution business.

As a leading global technology firm, we combine our sophisticated proprietary technologies with our deep knowledge of global markets to create advanced tools and innovative strategies that span the investment life cycle. Our extensive portfolio of solutions enables our customers to better compete in the institutional investment marketplace by providing infrastructure and services that support increased sophistication and operational efficiency, enabling them to focus on their core competencies and differentiators.

Through our two business lines – Investment Technologies and Investment Services – ConvergEx technologies are designed to enable customers to achieve improved results through operational and workflow efficiencies, execution and analytical tools and highly personalized service. Our extensive knowledge and experience, combined with our global resources and entrepreneurial passion, enable us to provide an unmatched offering in an evolving, competitive marketplace.


ConvergEx places great value on cultivating lasting, client-focused relationships and fostering a culture dedicated to offering customized, value-added solutions to meet each client’s unique investment objectives. Clients have come to rely on our advanced technology, broad understanding of global markets, and the experience of our professionals to help them compete and achieve the best possible results in today’s rapidly evolving marketplace.