Confluence Technologies
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Location
Headquarters: Pittsburgh, Pennsylvania, United States, North America
Region: Pennsylvania
Country: US
Continent: North America
About
Confluence Technologies provides data-driven investment management solutions that help asset managers, asset owners, and asset service providers optimize efficiency and control across performance analytics, risk, data technology and regulatory reporting. With a global footprint, the company offers portfolio analytics, data processing, investment data management, and investor communications to enable transparent oversight of investment strategies. Headquartered with multiple international offices, Confluence serves clients in 40 countries and emphasizes governance, compliance, and data-driven decision making in the asset management industry.
Confluence Technologies provides data-driven investment management solutions to asset managers, asset owners, and service providers. The company offers products for performance analytics, risk management, data processing, and regulatory reporting across front, middle, and back offices. It serves over 400 clients globally, leveraging its acquisition of StatPro to deliver comprehensive data and anal
Confluence Technologies Inc.
1991
for_profit
active
Industries
Primary Industry: Business Services
Categories
Funding & Financials
Private Equity
$60M
10m-50m
private
SOG
lse
Investors
Founders
Mark Evans
Mike Schiller
Leadership
Mark Evans — Executive Chairman
Annabel Giles — Chief Human Resource Officer
Sunil Rajan — Global Head of Sales
Abdul Khan — Head of European Services
Todd Moyer — President & Chief Operating Officer
Spiros Giannaros — Chief Executive Officer
Richard Irons — Senior Business Development Director UK & Europe
Technology Stack
Products
Performance & Analytics: A portfolio analytics solution providing transparent and accurate oversight into investment performance and attribution.
Risk: A multi-asset risk management and analytics solution addressing financial and operational risk transparency and regulatory requirements.
Data Technology & Services: Integrated data management and processing solutions transforming raw investment data into meaningful insights for detailed analysis.
Regulatory: Regulatory risk, compliance, and reporting solutions providing automated data processing, analytics, and controlled output for global mandates.
Investor Communications: Automated content creation, publishing, and delivery system for regulatory disclosures, financial reports, and shareholder marketing documents.
Investment Metrics Plan Universe: An analytics tool providing granular peer group comparisons of plan sponsor performance, risk, and asset allocations.
Funding rounds
Acquired · (2021-06-17)
Private Equity · $60M · (2006-08-24) · Lead: Polaris Partners