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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 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 PartnersManaging Partner000 0000
    David Barrett Managing Partner Polaris Partners
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