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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.
TypePrivate
Founded1991
HQPittsburgh, US
Websiteconfluence.com
Employee Ratings3.4

Locations

Confluence Technologies is headquartered in
Pittsburgh, United States

Location Map

Latest Updates

Employees (est.) (Mar 2019)304

Key People/Management at Confluence Technologies

Mark Evans

Mark Evans

Chairman & CEO
Frederick Winston

Frederick Winston

CFO
Sal Pent

Sal Pent

COO
Joan Tesla

Joan Tesla

VP Marketing and Communications
Chris Evans

Chris Evans

Svp & CTO
Todd Moyer

Todd Moyer

EVP Global Business Development
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Confluence Technologies Office Locations

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

Summary Metrics

Founding Date

1991

Confluence Technologies total Funding

$60 m

Confluence Technologies latest funding size

$60 m

Time since last funding

13 years ago

Confluence Technologies investors

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

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Confluence Technologies Frequently Asked Questions

  • When was Confluence Technologies founded?

    Confluence Technologies was founded in 1991.

  • Who are Confluence Technologies key executives?

    Confluence Technologies's key executives are Mark Evans, Frederick Winston and Sal Pent.

  • How many employees does Confluence Technologies have?

    Confluence Technologies has 304 employees.

  • Who are Confluence Technologies competitors?

    Competitors of Confluence Technologies include Street Contxt, Pamplona Capital Management and Alpine Select.

  • Where is Confluence Technologies headquarters?

    Confluence Technologies headquarters is located at 1 Allegheny Square E #800, Pittsburgh.

  • Where are Confluence Technologies offices?

    Confluence Technologies has offices in Pittsburgh, San Francisco, Bình Thạnh, Dublin and in 4 other locations.

  • How many offices does Confluence Technologies have?

    Confluence Technologies has 8 offices.