Confluence Technologies Overview

  • Founded
  • 1991
Founded
  • Status
  • Private
  • Employees
  • 900
Employees
  • Latest Deal Type
  • Debt
  • Financing Rounds
  • 5
  • Investments
  • 6

Confluence Technologies General Information

Description

Provider of a financial services data management platform intended to solve complex investment data challenges across the front, middle and back-office. The company's platform offers mission-critical regulatory, automated investor communications, data integration, risk management as well as performance reporting and analysis to global fund administrators, asset managers, UCITS fund and mutual fund houses, enabling them to grow revenue at reduced risk.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Financial Software
Other Industries
Media and Information Services (B2B)
Business/Productivity Software
Primary Office
  • Nova Tower One
  • One Allegheny Square, Suite 800
  • Pittsburgh, PA 15222
  • United States
+1 (412) 000-0000

Confluence Technologies Timeline

2019202020212022
Financing RoundCaptured Employee CountEstimated Employee Growth
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Confluence Technologies Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Confluence Technologies Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of a financial services data management platform intended to solve complex investment data challenges across th
Financial Software
Pittsburgh, PA
900 As of 2022
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Plano, TX
000 As of 0000
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Austin, TX
00 As of 0000
000
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Confluence Technologies Competitors (64)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Marquis Software Solutions Private Equity-Backed Plano, TX 000 000000000000
0000000000 Venture Capital-Backed Austin, TX 00 000 00000000000 000
0000000 000000000 Corporation Laval, Canada 000
000000.00 Venture Capital-Backed New York, NY 00 00.000 0000000000 0 00.000
000000 0000000 Private Equity-Backed Coral Gables, FL 000 00000 000000000 00 00000
You’re viewing 5 of 64 competitors. Get the full list »

Confluence Technologies Executive Team (16)

Name Title Board Seat Contact Info
Mark Evans Founder, Chairman & Chief Executive Officer
Todd Moyer President & Chief Operating Officer
Frederick Winston Chief Financial Officer, Treasurer & Vice President
Ashleigh Owens Chief Human Resources Officer
Doreen Tyburski Chief Human Resources Officer
You’re viewing 5 of 16 executive team members. Get the full list »

Confluence Technologies Board Members (8)

Name Representing Role Since
0000000 0000000 Self Board Member 000 0000
00000000 00000 TA Associates Management Board Member 000 0000
0000 00000 Confluence Technologies Founder, Chairman & Chief Executive Officer 000 0000
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Confluence Technologies Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Confluence Technologies Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Confluence Technologies Investments (6)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000000 00 09-Nov-2021 0000000000 Financial Software 0000 0000
0000000000 00 03-Nov-2021 0000000000 00000 Financial Software 0000 0000
00000000 15-Apr-2021 0000000000 Financial Software 0000 0000
0000000 00000 29-Oct-2019 0000000000 00000 IT Consulting and Outsourcing 0000 0000
Amindis 01-Dec-2014 Buyout/LBO Other Financial Services 0000 0000
You’re viewing 5 of 6 investments. Get the full list »

Confluence Technologies Subsidiaries (2)

Company Name Industry Location Founded
Fundpeak Financial Software Middletown, DE 2005
0000000000 0000000 Financial Software Norwalk, CT 0000
To view Confluence Technologies’s complete subsidiaries history, request access »