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Confluence Technologies

Description

Provider of automated data management solutions for investment firms worldwide. The company offers Unity, which addresses a range of problems for various investment products, including mutual funds, funds of funds, collective funds, separate accounts, and variable products, as well as hedge funds and other alternative investments. Unity Pricing that delivers daily net asset values to NASDAQ. The company also provides Unity Benchmarks, which enables fund managers and potential investors to measure a fund, or portfolio manager's performance. It also offers consulting services, such as implementation consulting, custom software design and engineering, and training.

1991

Founded

PRIVATE

Status

201-500

Employees

Later Stage VC

Latest Deal Type

1

Investors

Description

Provider of automated data management solutions for investment firms worldwide. The company offers Unity, which addresses a range of problems for various investment products, including mutual funds, funds of funds, collective funds, separate accounts, and variable products, as well as hedge funds and other alternative investments. Unity Pricing that delivers daily net asset values to NASDAQ. The company also provides Unity Benchmarks, which enables fund managers and potential investors to measure a fund, or portfolio manager's performance. It also offers consulting services, such as implementation consulting, custom software design and engineering, and training.

Website:

www.confluence.com

Ownership Status

Privately held (backing)

Financing Status

Venture Capital-Backed

Primary Industry

Application Software

Other Industries

Asset Management

Primary Office

600 River Avenue Pittsburgh, PA 15212United States +1 (412) 802-8632
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Confluence Technologies Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

Confluence Technologies Cap Table

Stock# of Shares
Authorized
Par ValueDividend Rate (%)Original
Issue Price
LiquidationLiquidation
Pref. Multiple
Conversion
Price
% Owned

Confluence Technologies Investors (1)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
Polaris PartnersVenture CapitalMinority000 0000000 0000
Polaris Partners Venture Capital

Confluence Technologies Executive Team (8)

NameTitleBoard
Seat
Contact
Info
Mark EvansPresident & Chief Executive Officer
Salvatore PentChief Operating Officer
Chris EvansSenior Vice President & Chief Technology Officer
Julian NaylorManaging Director, Confluence International
William MarianiChief Information Officer
Mark Evans President & Chief Executive Officer
Salvatore Pent Chief Operating Officer
Chris Evans Senior Vice President & Chief Technology Officer
Julian Naylor Managing Director, Confluence International
William Mariani Chief Information Officer

Confluence Technologies Board Members (1)

NameRepresentingRoleSinceContact
Info
David BarrettPolaris PartnersBoard Member000 0000
David Barrett Board Member Polaris Partners
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