About Confluence
Confluence is a company based in Pittsburgh (United States) founded in 2006 by Mark Evans was acquired by Clearlake Capital Group in June 2021. It operates as a SaaS (Software-as-a-Service), Managed Services, and FinTech. The company has 138 employees as of December 31, 2022. Confluence has completed 5 acquisitions, including AMINDIS, Compliance Solutions Strategies and Fundpeak. Confluence offers products and services including Performance & Analytics, Risk Management, Data Technology & Services, Regulatory Compliance, and Investor Communications. Confluence operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
- Headquarter Pittsburgh, United States
- Employees 138 as on 31 Dec, 2022
- Founders Mark Evans
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Sectors
Technology
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Email
Locked
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Confluence Technologies, Inc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
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Investors
TA Associates
& 1 more
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Employee Count
138
as on Dec 31, 2022
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Investments & Acquisitions
AMINDIS
& 4 more
- Acquired by
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Products & Services of Confluence
Confluence offers a comprehensive portfolio of products and services, including Performance & Analytics, Risk Management, Data Technology & Services, Regulatory Compliance, and Investor Communications.
Portfolio analytics solutions are provided for performance oversight.
Risk analytics solutions are offered for multi-asset management.
Data management solutions are delivered for investment insights.
Regulatory reporting tools are provided for compliance automation.
Automated reporting solutions are created for investor disclosures.
People of Confluence
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Software Development Team
67 people
Sales and Marketing
34 people
Senior Team
24 people
Leadership Team
21 people
Product Management Team
12 people
Data Analysis and Operations Team
10 people
Client Team
8 people
Operations Team
7 people
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Funding Insights of Confluence
Detailed funding history for Confluence
Round names, dates, amounts, investors, and valuation history require an active premium plan.
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Investors in Confluence
Confluence has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include TA Associates and Clearlake Capital Group.
| Investor | Description | Founded Year | Domain | Location |
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Multiple sectors are invested in by private equity firm TA.
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Lower and mid-market investments are managed through private equity strategies.
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Investor details for Confluence
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Investments & Acquisitions by Confluence
Confluence has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include AMINDIS, Compliance Solutions Strategies and Fundpeak.
Investment portfolio details for Confluence
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
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Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Compliance Solutions Strategies is focused on regulatory data solutions for financial services.
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Locked | Locked | 2016 | Locked | |
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Portfolio analytics and reporting solutions for investment industry
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Locked | Locked | 2010 | Locked | |
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Provider of fund factsheet production and secure fund portals
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Locked | Locked | 2005 | Locked |
Complete acquisition details for Confluence
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Financial Statements - Confluence
Detailed financials for Confluence
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Confluence Comparisons
Peer comparison for Confluence
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Competitors of Confluence
Confluence operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Wealth management solutions are delivered for investment advisors.
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Portfolio management software for financial advisors
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Investment management software is provided for advisors and institutions.
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Wealth and investment management solutions are offered to institutional investors.
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Cloud-based solutions for financial institutions are provided by Avaloq.
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Asset and wealth management software is provided for businesses.
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Detailed competitors of Confluence
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Latest news on Confluence
Complete news archive for Confluence
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Frequently Asked Questions about Confluence
Confluence was founded in 2006.
Confluence is headquartered in Pittsburgh, United States. It is registered at Pittsburgh, Pennsylvania, United States.
Mark Evans is the current CEO of Confluence. They have also founded this company.
As of Dec 31, 2022, the latest employee count at Confluence is 138.
Confluence is recognized as a global leader in data-driven investment management solutions. Services and products are offered to optimize efficiency and control for asset managers, owners, and service providers. Solutions span performance analytics, risk management, regulatory compliance, data technology, and investor communications. Operations are conducted across multiple sectors within the financial industry, addressing complex data challenges and regulatory requirements. Comprehensive platforms are developed to automate reporting and enhance transparency for clients worldwide.
Confluence offers Performance & Analytics, Risk Management, Data Technology & Services, Regulatory Compliance, and Investor Communications.
Confluence has made 5 acquisitions, including AMINDIS, Compliance Solutions Strategies, and Fundpeak.
Confluence has 2 investors. Key investors include TA Associates, and Clearlake Capital Group.