WeConvene
WeConvene is a cloud-based SaaS platform that unifies event management, meeting booking, and investor access workflows for sell-side firms, buy-side investors, and corporate investor relations teams across global capital markets.
- Company typePrivate
- Founded2012
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What WeConvene does
WeConvene is a private cloud-based SaaS platform that provides event management, meeting booking, and investor access workflow software to the capital markets community. Founded in 2012 and headquartered in New York, the company serves three primary user groups across the buy-side (asset managers and funds), sell-side (investment banks and brokers), and corporate investor relations (public companies), unifying meeting creation, distribution, scheduling, and analytics in a single platform. The product is offered through dedicated modules (Sell-Side, Buy-Side, Investor Relations) plus native integrations with Bloomberg Terminal, Nasdaq ConnectIR, Intrado, Zoom, Google Maps, RelPro, Priceline, TBR, and OpenExchange, and exposes a public API for customer integrations. The platform operates on AWS multi-tenant infrastructure with disaster recovery across two data centers and holds SOC 1, SOC 2 Type II, and ISO 27001 certifications.
WeConvene generates revenue through subscription-based SaaS contracts sold on monthly, annual, or multi-year terms under custom Enterprise Agreements, with additional usage-based charges when contracted quantities are exceeded and one-time onboarding and activation fees. Distribution combines direct enterprise field sales (Request a Demo funnel), event-driven demand generation through industry conferences such as the NIRI Annual Conference, content marketing, and channel partnerships. White-label powering of Nasdaq's ConnectIR platform and a new May 2026 Bloomberg Terminal EVTS integration extend reach into large incumbent capital markets infrastructures. The company maintains regional offices in New York, London, Hong Kong, Sydney, and Manila to serve a globally distributed customer base. As of May 2026, WeConvene has approximately $28.2M in disclosed equity funding across multiple rounds, including a $12.5M Series B led by CE Innovation Capital (2017) and a $12.5M Series B closed in May 2026 with institutional and existing investors to accelerate global expansion and platform development. The company is led by founders Radek Barnert (CEO), Mike Barnert (CTO), Matt Hall (COO), and Jeffrey Wang (Chief Software Architect).
WeConvene firmographics
Firmographics- Name
- WeConvene
- Legal name
- WeConvene, Inc.
- Website
- https://weconvene.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- WeConvene is a cloud-based SaaS platform that unifies event management, meeting booking, and investor access workflows for sell-side firms, buy-side investors, and corporate investor relations teams across global capital markets.
- Ownership category
- akta.pro rank
WeConvene industry classification
Industry- Product category
- Capital Markets Event Management Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Convention and Trade Show Organizers (561920)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Meeting & Event Program Technology (Registration, Apps, Badging) (THACAFAB)
- akta.pro secondary industry
- Professional & Business Services Marketplaces (Freelancers, SMB Services) (BPAMAHAG)
Keywords
Where WeConvene is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
WeConvene business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription: Subscription-based software-as-a-service model with Enterprise Agreements governing contracted usage quantities, subscription terms, and service plans. Subscriptions are available on monthly auto-renewal or yearly/multi-year terms with 90-day notice for non-renewal.
- Additional Services & Usage: Additional charges for usage-based services beyond contracted quantities, one-time services such as onboarding, and additional license activations billed pro-rated.
- Professional Services: One-time services including additional onboarding services as mentioned in subscription fee structures.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Enterprise Agreement with custom pricing |
| Subscription | Monthly | Monthly subscription with auto-renewal |
| Subscription | Annual | Annual subscription with 90-day notice requirement |
| Freemium | Pay-as-you-go | 14-day trial evaluation |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels5 records
WeConvene product offering
Product offeringCore offering
WeConvene is a cloud-based SaaS event-management platform purpose-built for the capital markets community. It enables sell-side firms, buy-side firms, and investor relations teams to plan, create, distribute, market, and execute professional investor meetings (including virtual ones), roadshows, conferences, and corporate access events in a single unified system. The platform replaces spreadsheets, phone/email scheduling, and disparate systems by providing native integrations with Bloomberg Terminal, Nasdaq ConnectIR, Zoom, Google Maps, and Intrado, along with compliance and analytics tooling for MiFID II-era investor access workflows.
Product overview
WeConvene is a single, unified cloud-based event-management SaaS platform for the capital markets community. The core WeConvene Platform serves as the central hub, with specialized modules for Sell-Side (optimizing investor access programs), Buy-Side (streamlining investor access workflows), and Investor Relations (covering post earnings calls, ESG meetings, shareholder updates, investor days, and non-deal roadshows). The platform integrates natively with major capital markets tools including Bloomberg Terminal, Nasdaq ConnectIR, Zoom, and Google Maps, and offers a Public API for developer integrations. The BookBetter brand represents the company's core value proposition of optimizing professional meeting creation, distribution, marketing, and execution.
Differentiator
Problem solved
Functional benefit
Products and services
- WeConvene Platform
Quantifiable outcome
- 88% more efficient at arranging meetings and events
- +6 more outcomes
Companies that use WeConvene
Customer profileSegments3 records
Ideal customer profiles3 records
WeConvene technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
Feature6 records
WeConvene partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and regional.
- BloombergcoreWeConvene has partnered with Bloomberg to enable Bloomberg Terminal users to discover investor-access events created on the WeConvene platform. The integration with Bloomberg Terminal EVTS feature automatically matches events with Bloomberg users' interest lists, watchlists, monitors, and portfolios, expanding event exposure to Bloomberg's global user base.
- NasdaqcoreWeConvene has partnered with Nasdaq to power the Nasdaq ConnectIR platform's investor access management capabilities. This partnership unifies powerful workflows within one IR platform, streamlining engagement and booking for all investor access-related events.
- IntradocoreWeConvene integrates Intrado's webcasting technology with its event organization and scheduling capabilities to deliver enhanced investor access experiences. Additionally, WeConvene scheduling technology enables Intrado users to view the availability of their contacts and easily book in-person or virtual meetings via their IR websites and webcasts.
- ZoomcoreWeConvene has integrated with Zoom to enable seamless booking of virtual one-on-one meetings or virtual conferences and events with thousands of attendees using the full suite of WeConvene's event management capabilities.
- Google MapscoreWeConvene integrates Google Maps to enable faster, easier, more accurate and efficient roadshow route planning that minimizes the amount of executive time wasted getting to and from meeting locations.
- Arctic SecuritiesregionalWeConvene has partnered with Arctic Securities to accelerate the rollout of the WeConvene platform in the Nordic region, leveraging Arctic's local market presence and client relationships.
- Bolsa Institucional de Valores (BIVA)regionalWeConvene has partnered with BIVA, Mexico's newest stock exchange, to offer the WeConvene platform to BIVA-listed issuer clients and their IR teams, expanding presence in the Mexican capital markets.
Scale indicators6 records
Recent moves7 records
Expansion highlights5 records
WeConvene competitors and assessment
Company assessmentMarket position
Competitive moat6 records
Key highlights6 records
Customer concentration
WeConvene social profiles
Digital presenceWeConvene compliance and trust
Trust signalCompliance3 records
WeConvene financial estimates
Financial estimateRevenue estimate
Valuation estimate
WeConvene leadership team
Management profileNumber of profiles
Profiles4 records
WeConvene subsidiaries and ownership
Company hierarchySubsidiaries1 record
WeConvene funding detail
Funding detailFunding overview
Funding rounds4 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WeConvene M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WeConvene
What does WeConvene do?
WeConvene is a cloud-based SaaS event-management platform purpose-built for the capital markets community. It enables sell-side firms, buy-side firms, and investor relations teams to plan, create, distribute, market, and execute professional investor meetings (including virtual ones), roadshows, conferences, and corporate access events in a single unified system. The platform replaces spreadsheets, phone/email scheduling, and disparate systems by providing native integrations with Bloomberg Terminal, Nasdaq ConnectIR, Zoom, Google Maps, and Intrado, along with compliance and analytics tooling for MiFID II-era investor access workflows.
Is WeConvene a public or private company?
WeConvene is a private company. It is classified as venture growth investor backed and is currently operating.
When was WeConvene founded?
WeConvene was founded in 2012. It employs 51 to 100 people.
Where is WeConvene based?
WeConvene is headquartered in New York, United States, in the North America region.
How does WeConvene make money?
Three revenue lines are on record. SaaS Subscription is the primary driver. The others are additional Services & Usage and professional Services.
Does WeConvene have an API?
Yes. WeConvene offers a Public API that allows programmatic access to the platform's services. The Terms of Service reference 'Public API' access and API keys, indicating third-party or customer access to the service. Customers may be required to implement WeConvene Code (software development kits, APIs, other code or libraries) within their own applications and systems to enable various integrations such as email and CRM for use with the Services. API keys or passwords may be provided to access the Services on WeConvene's systems.
What industry is WeConvene in?
WeConvene's product category is Capital Markets Event Management Software. Its primary akta.pro industry code is THACAFAB, Meeting & Event Program Technology (Registration, Apps, Badging), with a secondary code of BPAMAHAG, Professional & Business Services Marketplaces (Freelancers, SMB Services). Its NAICS code is 518 and its SIC code is 7370.