Confluence Technologies

Founded in 1991, Confluence is a global leader in fund administration automation. Confluence helps investment management companies gain unprecedented control by automating every step of the fund administration process including the collection, creation, confirmation, and delivery of investment product data. Results are lower costs, reduced risk, decreased reporting turnaround times, and the scalability to automate more processes without additional resources. Confluence solutions are used by 40 percent of the leading global investment managers, and more than 60 percent of U.S. mutual funds. The Unity platform from Confluence addresses a wide range of problems from performance measurement to customized reporting for a full array of domestic and international managed investment products, including mutual funds, funds of funds, collective funds, separate accounts, and variable products, as well as hedge funds and other alternative investments. Major fund companies such as the Principal Financial Group, T. Rowe Price, and Russell Investments; and service providers such as U.S. Bancorp Fund Services rely on Confluence.
Type
Private
HQ
Pittsburgh, US
Founded
1991
Employees
293 (est)
Confluence Technologies was founded in 1991 and is headquartered in Pittsburgh, US

Key People at Confluence Technologies

Joan Tesla

Joan Tesla

VP Marketing and Communications
Mark Evans

Mark Evans

Chairman & CEO
Chris Evans

Chris Evans

SVP & CTO
Sal Pent

Sal Pent

COO
Todd Moyer

Todd Moyer

EVP Global Business Development
Frederick Winston

Frederick Winston

CFO

Confluence Technologies Locations

Pittsburgh, US
Mont-Saint-Guibert, BE
Dublin, IE
Bình Thạnh, VN
London, GB
Luxembourg, LU
San Francisco, US

Confluence Technologies Metrics

Confluence Technologies Summary

Founding Date

1991

Total Funding

$60 M

Latest funding size

$60 M

Time since last funding

over 10 years

Investors

Confluence Technologies's latest funding round of $60 M was in August 2006. In total, Confluence Technologies has raised $60 M.

Confluence Technologies News

Confluence Technologies Company Life

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