Confluence Technologies

OverviewSuggest Edit

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.
HQPittsburgh, PA, US
Employee Ratings3.3
Overall CultureA-

Latest Updates

Employees (est.) (Oct 2021)514(-1%)
Job Openings31
Cybersecurity ratingBMore
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Key People/Management at Confluence Technologies

Mark Evans

Mark Evans

Chief Executive Officer and Founder
Bill Kinnard

Bill Kinnard

VP of Client Experience
Todd L. Moyer

Todd L. Moyer

President and Chief Operating Officer
Chris R. Evans

Chris R. Evans

Chief Architect
Frederick Winston

Frederick Winston

Chief Financial Officer
Joan Tesla

Joan Tesla

VP Marketing and Communications
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Confluence Technologies Office Locations

Confluence Technologies has offices in Pittsburgh, New York, San Francisco, Chatswood and in 9 other locations
Pittsburgh, PA, US (HQ)
1 Allegheny Square E #800
New York, NY, US
17 State St #3930
San Francisco, CA, US
One, Ferry Building, San Francisco
Chatswood, AU
suite 202, level 2/67 Albert Ave
Mont-Saint-Guibert, BE
15a Rue du Bosquet
Toronto, CA
271-33 Yonge St
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Confluence Technologies Financials and Metrics

Summary Metrics

Founding Date


Confluence Technologies total Funding

$60 m

Confluence Technologies latest funding size

$60 m

Time since last funding

15 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 Cybersecurity Score

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Confluence Technologies Online and Social Media Presence

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Confluence Technologies Company Culture

  • Overall Culture



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Confluence Technologies News and Updates

Clearlake Capital to buy Confluence Technologies

Confluence Technologies, Inc., (“Confluence” or the “Company”), a global software and data solutions provider helping the investment management industry solve complex data challenges, today announced it has signed a definitive agreement for Clearlake Capital Group, L.P. (together with its affiliates…

Confluence Technologies Blogs

COVID-19: How to stress test for the unknown

The COVID-19 pandemic has already had far-reaching consequences beyond the spread of the disease, such as plummeting oil prices, stock and bond market volatility and a lack of global liquidity. With a crisis of this scale, it is not unusual to go back and start looking at what happened during simila…

Regulatory Reporting: What’s coming next?

ESG interest takes center stage Despite investors and pension fund members wanting to know more about the environmental, social and governance (ESG) standards of the companies they invest in, exactly how this should be disclosed has remained somewhat unclear across both the US and Europe. But in Mar…

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, Bill Kinnard and Todd L. Moyer.

  • How many employees does Confluence Technologies have?

    Confluence Technologies has 514 employees.

  • Who are Confluence Technologies competitors?

    Competitors of Confluence Technologies include EnjoyHQ, Marathon Health and Bienville Capital.

  • 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, New York, San Francisco, Chatswood and in 9 other locations.

  • How many offices does Confluence Technologies have?

    Confluence Technologies has 16 offices.