Confluence

Confluence is a provider of investment data management automation solutions for regulatory, investor communications and performance reporting. Read more

197 Followers on Owler
197 Followers on Owler
197 Followers on Owler
197 Followers on Owler

Confluence

Confluence is a provider of investment data management automation solutions for regulatory, investor communications and performance reporting. Read more

Mark Evans's photo - Chairman & CEO of Confluence

Chairman & CEO

Mark Evans

CEO Approval Rating

96/100

Founded:

1991

Status:

PrivateIndependent Company

CONFLUENCE TOP COMPETITORS OR ALTERNATIVES

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CEO

CEO RATING

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Numerix is Confluence's biggest rival. Numerix was founded in New York, New York} in 1996. Numerix operates in the Internet Software industry. Compared to Confluence, Numerix generates $56.8M less revenue.

MetricStream is Confluence's #2 rival. MetricStream's headquarters is in San Jose, California, and was founded in 1999. MetricStream competes in the Regulatory Compliance field. MetricStream generates 212% of Confluence's revenue.

Charles River Systems is Confluence's #3 competitor. Charles River Systems was founded in 1984 in Burlington, Massachusetts. Charles River Systems operates in the Systems Software industry. Charles River Systems generates $185M more revenue than Confluence.

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Growth Score - 1/1

Is 431 a good estimate for Confluence's Employee count?

Confluence Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Fundpeak

Apr 2021

Source »
undisclosed
Fundpeak is a Delaware-based management consultancy that provides performance reporting, fund factsheet preparation and related services for the financial sector.
StatPro Group plc

Sep 2019

Source »
$201.2M
StatPro provides cloud-based portfolio analysis solutions for the investment management industry.
Orfival SA

Dec 2014

Source »
undisclosed
Orfival offers portfolio management, performance attribution, investment and reporting services.

These are all the companies that Confluence has acquired. Confluence has acquired 3 companies and its latest acquisition was Fundpeak in Apr 2021. Fundpeak is a Delaware-based management consultancy that provides performance reporting, fund factsheet preparation and related services for the financial sector.

Confluence Funding History

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Equity
Mar 2018
--

TA Associates

Since Confluence was founded in 1991, it has participated in 1 round of funding. In total Confluence has raised $0. Confluence's funding round was on Mar 2018 for a total of $0

Confluence Investments

No recent investments found related to Confluence

These are all the companies that Confluence has invested in. Confluence has invested 3 companies and its latest investment was Fundpeak in Apr 2021. Fundpeak is a Delaware-based management consultancy that provides performance reporting, fund factsheet preparation and related services for the financial sector.

Confluence News

April 21, 2021Funds Europe

Confluence acquires reporting platform Fundpeak

Funds services software firm Confluence has reached an agreement to acquire Fundpeak, a provider of f... See more »
April 16, 2021Asset Servicing Times

Confluence set to acquire Fundpeak

Fundpeak's solutions help funds produce multilingual factsheets for marketing purposes and to meet lo... See more »
April 13, 2021Insitutional Asset Manager

Switzerland-based pension fund selects Confluence's Delta risk & performance platform

Switzerland-based pension fund selects Confluence's Delta risk & performance platform Submitted 13/04... See more »
March 25, 2021Insitutional Asset Manager

Confluence's Risk API Solution chosen by global fund administrator

Confluence's Risk API Solution chosen by global fund administrator Submitted 25/03/2021 - 4:07pm Conf... See more »
February 2, 2021Asset Servicing Times

French diversified asset manager selects Confluence's performance platform

The new client, which currently manages more than €70 billion in assets, will utilise Confluence's cl... See more »
October 20, 2020MarketScreener

Confluence Clients Successfully Complete ESMA Money Market Fund Article 37 Reporting and Liquidity Stress Testing

(marketscreener.com) Pittsburgh, PA, and London, Oct. 20, 2020 -- Confluence, a global leader in inve... See more »
October 16, 2020Wealth Adviser

Confluence partners with Sweden's Limina to offer reporting and investment management solutions to USD1bn wealth manager

Confluence partners with Sweden's Limina to offer reporting and investment management solutions to US... See more »

Confluence Blogs

January 29, 2019Confluence Technologies Blog

More Challenges Predicted for 2019 and The Back Office Is Ready!

By providing investment data management automation systems for top asset management firms worldwide, ... See more »
August 9, 2018Confluence Technologies Blog

Robotic Process Automation in the Back Office - Where Might it Lead?

Every day, in every industry, we hear about robotic process automation (RPA), machine learning, and a... See more »
August 9, 2018Confluence Technologies Blog

Robotic Process Automation in the Back Office – Where Might it Lead?

Every day, in every industry, we hear about robotic process automation (RPA), machine learning, and a... See more »
May 14, 2018Confluence Technologies Blog

Balancing Marketing Brand Standards with Fund Administration ROI Expectations

For most asset managers, regulator-mandated investor-facing reports such as quarterly or annual finan... See more »
April 30, 2018Confluence Technologies Blog

How Smart Can Your Fund Be?

Do you live in a SmartCity? Our guess is that if you live in a relatively big city, it is very likely... See more »
April 17, 2018Confluence Technologies Blog

Physics, Aircraft Carriers, and Liquidity Buckets

At its March 14 open meeting, the SEC approved a proposal that while still mandating funds to use the... See more »
April 2, 2018Confluence Technologies Blog

DataTech: Technology Innovation that Puts Data first

Just a few years back, the industry was responding to regulatory filings like Form N-MFP, AIFMD Annex... See more »

Confluence Press Releases

July 20, 2017Blackbird

Confluence Committed to Fund Industry Readiness for SEC Modernization Test Filings

PITTSBURGH-(BUSINESS WIRE)-The U.S. Securities and Exchange Commission (SEC) released their draft For... See more »
December 15, 2016Business Wire

Rise of RegTech to Trigger Transformation of the Asset Management Back Office in 2017

PITTSBURGH & LONDON--(BUSINESS WIRE)--Confluence predicts that the rise of RegTech in 2017 will trigg... See more »
October 14, 2016Business Wire

Confluence Committed to Helping Fund Industry Meet The SEC's Newly Adopted Investment Company Reporting Modernization

PITTSBURGH--(BUSINESS WIRE)--The U.S. Securities and Exchange Commission voted to adopt new rules and... See more »
August 15, 2016Business Wire

Confluence Shortlisted for Pittsburgh Technology Council's 2016 Tech 50 Awards

PITTSBURGH--(BUSINESS WIRE)--Confluence has been named a "Culture Leader of the Year" finalist in the... See more »
May 17, 2016Business Wire

Confluence Launching Single-Source, Data-Centric Platform for Industry-Wide Regulatory Reporting, including Proposed SEC Form N-PORT

PITTSBURGH--(BUSINESS WIRE)--Confluence has announced plans to launch the Unity NXT Regulatory Report... See more »
October 28, 2015BUSINESS WIRE

Confluence Launches Unity® Performance & Analytics Globally

PITTSBURG & LONDON--(BUSINESS WIRE)--Confluence announced the global launch of Unity Performance & An... See more »

Social Media

Confluence Headquarters

One Allegheny Square Suite 800

Pittsburgh, Pennsylvania15212

412-802-8632

Driving Directions »

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Confluence Summary

ABOUT

Overview

Confluence is a provider of investment data management automation solutions for regulatory, investor communications and performance reporting. Confluence was founded in 1991. Confluence's headquarters is located in Pittsburgh, Pennsylvania, USA 15212....

CEO

Confluence's Chairman & CEO, Mark Evans, currently has an approval rating of 96%. Confluence's primary competitors are Numerix, MetricStream & Charles River Systems.

Website

confluence.com

Frequently Asked Questions about Confluence

  1. When was Confluence founded?

    Confluence was founded in 1991
  2. Who is Confluence's CEO?

    Confluence's CEO is Mark Evans
  3. How much revenue does Confluence generate?

    Confluence generates $115M in revenue
  4. How much funding does Confluence have?

    Confluence has historically raised $0 in funding
  1. Where is Confluence's headquarters?

    Confluence's headquarters is in Pittsburgh Pennsylvania, USA
  2. How many employees does Confluence have?

    Confluence has 431 employees
  3. What sector does Confluence operate in?

    Confluence is in IT Services, Database Management
  4. Who are Confluence's competitors?

    Confluence's top competitors are Numerix, MetricStream, Charles River Systems