• Home
  •  / Confluence Technologies
Confluence Technologies

Confluence Technologies

Total Funding

$60 M

Confluence Technologies Summary

Company summary

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.
Pittsburgh, PA, US | view all locations
Cybersecurity rating

Key people

  • 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

        LocationsView all

        16 locations detected

        • Pittsburgh, PA HQ

          United States

          1 Allegheny Square E #800

        • New York, NY

          United States

          17 State St #3930

        • San Francisco, CA

          United States

          One, Ferry Building, San Francisco

        • Chatswood, NSW


          suite 202, level 2/67 Albert Ave

        • Brussels


        • Mont-Saint-Guibert, Région wallonne


          15a Rue du Bosquet

        and 10 others



        Footer menu