About Confluence
Confluence is a Technology company based in Pittsburgh (United States) founded in 2006 by Mark Evans, and was acquired by Clearlake Capital Group in June 2021. Cloud-based solutions for wealth management and investment automation are provided. It operates on a SaaS (Software-as-a-Service), Managed Services, and FinTech model. The company has 138 employees. Confluence has completed 5 acquisitions, including AMINDIS, Compliance Solutions Strategies and Fundpeak. Its chief executive, as recorded, is Mark Evans. Its website confluence.com draws about 72 thousand monthly visits. Confluence offers products and services including Performance & Analytics, Risk Management, Data Technology & Services, Regulatory Compliance, and Investor Communications. Its focus areas include Financial Technology and Investment Management Software. Its legal entity is Confluence Technologies, Inc. Its competitors include Addepar, Altruist and InvestCloud; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Pittsburgh, United States
- Employees 138
- Founders Mark Evans
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website confluence.com
- Social LinkedIn X Facebook
- Acquired by Clearlake Capital Group (Jun 2021)
- Legal Name Confluence Technologies, Inc
- InvestorsTA Associates
& 1 more
- Employee Count138
- Investments & AcquisitionsAMINDIS
& 4 more
- Acquired by
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.
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 |
|---|---|---|---|---|
Multiple sectors are invested in by private equity firm TA. | ta.com | Boston, United States | ||
Lower and mid-market investments are managed through private equity strategies. | clearlake.com | Santa Monica, United States |
Investor details for Confluence
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People of Confluence
254 people are tracked at Confluence (86 in leadership, 168 in team); the tracked headcount is 138.
| Name | Role | Group |
|---|---|---|
Mark Evans | Founder & CEO | Leadership |
Kevin Rozanski | Chief Financial Officer (clearlake Capital) | Leadership |
Matthew Thompson | Vice President Of Technology | Leadership |
Patrick Richard | Head Of Data Transmission Operations | Leadership |
Killian McHugh | VP Customer Success & Operations | Leadership |
Kathleen Keenan | Chief Product Officer | Leadership |
Adam Codelka | Global Account Management, Director | Leadership |
Spiros Giannaros | Chief Executive Officer | Leadership |
Bez Laidley | Vice President. Offshore Operations & Transformation | Leadership |
Frederick Winston | Chief Financial Officer, Treasurer And VP | Leadership |
Tim Prell | Vice President Of Fp&a | Leadership |
Dmitriy Vagner | Vice President, Cloud Transformation | Leadership |
John Delahunt | Head Architect, Cornerstone | Leadership |
Mike Marechal | Vice President Global IT | Leadership |
Alun Darwood | Director, Professional Services | Leadership |
Clive Dsouza | Director, Regulatory Managed Services - Operations | Leadership |
Domenic I. | Global Head Of Sales | Leadership |
Markus Titze | Enterprise Sales Director | Leadership |
Peter Antonic | Enterprise Sales Director | Leadership |
Mike Jervis | Head Of Client Consultants - North America | Leadership |
234 more people are available in the full profile.
Complete people profiles 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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Compliance Solutions Strategies is focused on regulatory data solutions for financial services. | cssregtech.com | New York, United States | 2016 | Nov 2021 | •••• | |
Portfolio analytics and reporting solutions for investment industry | invmetrics.com | Fairfield, United States | 2010 | Nov 2021 | $500M | |
Provider of fund factsheet production and secure fund portals | fundpeak.com | Liberec, Czech Republic | 2005 | Apr 2021 | •••• | |
Portfolio analytics and risk management solutions are provided. | statpro.com | London, United Kingdom | 1994 | Sep 2019 | $201.2M | |
Investment advisory and asset management services are provided. | amindis.com | Louvain-la-neuve, Belgium | 1999 | Dec 2014 | •••• |
Complete acquisition details for Confluence
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Timeline of Confluence
8 dated milestones of Confluence across 15 years, from founding to its latest funding, stage changes and deals.
- Founded Confluence is founded.
- Acquisition Acquires AMINDIS.
- Exit Acquired by TA.
- Acquisition Acquires StatPro.
- Acquisition Acquires Fundpeak.
- Exit Acquired by Clearlake Capital Group.
- Acquisition Acquires Investment Metrics.
- Acquisition Acquires Compliance Solutions Strategies.
Competitors of Confluence
Confluence has 3 listed competitors in our database, 3 of them funded. They include Addepar, Altruist and InvestCloud.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. |
Detailed competitors of Confluence
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Web traffic of Confluence
The website of Confluence (confluence.com) receives about 72K visits a month.
- Monthly visits72K
▼ 6.4% vs previous month
Websites whose visitors overlap most with Confluence. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| atlassian.com | 100% | 33.6M | #1,383 | View details | |
mediawiki.org | mediawiki.org | 80% | #43,020 | – | |
| socialtext.com | 80% | View details | |||
pbwiki.com | pbwiki.com | 80% | – | ||
| pmwiki.org | 80% | #3,696,718 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 35 similar websites and full traffic analytics for Confluence
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- 35 similar websites
- Audience overlap
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Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Confluence (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about 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 CEO of Confluence, as recorded in our data. They have also founded this company.
Confluence has 138 employees.
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's top competitors include Addepar, Altruist and InvestCloud.
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.
Confluence operates through Confluence Technologies, Inc.
Yes. Confluence was acquired by Clearlake Capital Group in June 2021.