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.
Company Growth (employees)
Pittsburgh, US
Size (employees)
346 (est)
Confluence Technologies was founded in 1991 and is headquartered in Pittsburgh, US

Key People/Management at Confluence Technologies

Mark Evans

Mark Evans

Chairman & CEO
Frederick Winston

Frederick Winston

Sal Pent

Sal Pent

Joan Tesla

Joan Tesla

VP Marketing and Communications
Chris Evans

Chris Evans

Todd Moyer

Todd Moyer

EVP Global Business Development

Confluence Technologies Office Locations

Confluence Technologies has offices in Pittsburgh, Mont-Saint-Guibert, Dublin, Bình Thạnh and in 4 other locations
Pittsburgh, US (HQ)
800 1 Allegheny Square E
San Francisco, US
Ferry Bldg Marketplace
Mont-Saint-Guibert, BE
15a Rue du Bosquet
Dublin, IE
35 Barrow St
Luxembourg, LU
12 Rue Léandre Lacroix
London, GB
50 Gresham St
Show all (7)

Confluence Technologies Financials and Metrics

Summary Metrics

Founding Date


Total Funding

$60 m

Latest funding size

$60 m

Time since last funding

over 11 years


Confluence Technologies's latest funding round in August 2006 was reported to be $60 m. In total, Confluence Technologies has raised $60 m

Confluence Technologies's Web-traffic and Trends

Confluence Technologies Online and Social Media Presence

Confluence Technologies Company Life and Culture

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