Confluence Technologies Overview

  • Year Founded
  • 1991

Year Founded

  • Status
  • Private

  • Employees
  • 750

Employees

  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 9

  • Investments
  • 6

Confluence Technologies General Information

Description

Developer of a financial data management platform designed to solve complex investment data challenges across the front, middle, and back offices. 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, undertakings for collective investment in transferable securities (UCITS) funds, and mutual fund houses, enabling them to grow revenue at reduced risk.

Contact Information

Website
www.confluence.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • Nova Tower One, One Allegheny Square
  • Suite 700
  • Pittsburgh, PA 15212-5345
  • United States
+1 (412)
Primary Industry
Financial Software
Other Industries
Media and Information Services (B2B)
Vertical(s)
SaaS, TMT, FinTech
Corporate Office
  • Nova Tower One, One Allegheny Square
  • Suite 700
  • Pittsburgh, PA 15212-5345
  • United States
+1 (412)

Confluence Technologies Timeline

2023202420252026
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
Developer of a financial data management platform designed to solve complex investment data challenges across the front,
Financial Software
Pittsburgh, PA
750 As of 2026

New York, NY
 

Plano, TX
 
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Confluence Technologies Competitors (69)

One of Confluence Technologies’s 69 competitors is Addepar, a Venture Capital-Backed company based in New York, NY.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Addepar Venture Capital-Backed New York, NY
Marquis Software Solutions Private Equity-Backed Plano, TX
Indus Valley Partners Private Equity-Backed New York, NY
Satuit Technologies Private Equity-Backed San Antonio, TX
SS&C Advent Formerly PE-Backed San Francisco, CA
You’re viewing 5 of 69 competitors. Get the full list »

Confluence Technologies Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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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)

Confluence Technologies’s most recent deal was a Buyout/LBO with Compliance Solutions Strategies. The deal was made on 09-Nov-2021.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Compliance Solutions Strategies 09-Nov-2021 Buyout/LBO Business/Productivity Software
Investment Metrics 03-Nov-2021 Buyout/LBO Financial Software
Fundpeak 15-Apr-2021 Buyout/LBO Consulting Services (B2B)
StatPro Group 29-Oct-2019 Buyout/LBO IT Consulting and Outsourcing
Amindis 01-Dec-2014 Buyout/LBO Financial Software
You’re viewing 5 of 6 investments. Get the full list »

Confluence Technologies Affiliates

Subsidiaries (3)

Name Industry Location Year Founded
Compliance Solutions Strategies New York, NY 2016
Fundpeak Middletown, DE 2005
Investment Metrics Norwalk, CT 1998

Confluence Technologies FAQs

  • When was Confluence Technologies founded?

    Confluence Technologies was founded in 1991.

  • Where is Confluence Technologies headquartered?

    Confluence Technologies is headquartered in Pittsburgh, PA.

  • What is the size of Confluence Technologies?

    Confluence Technologies has 750 total employees.

  • What industry is Confluence Technologies in?

    Confluence Technologies’s primary industry is Financial Software.

  • Is Confluence Technologies a private or public company?

    Confluence Technologies is a Private company.

  • What is Confluence Technologies’s current revenue?

    The current revenue for Confluence Technologies is .

  • How much funding has Confluence Technologies raised over time?

    Confluence Technologies has raised $466M.

  • Who are Confluence Technologies’s investors?

    Clearlake Capital Group and TA Associates Management have invested in Confluence Technologies.

  • Who are Confluence Technologies’s competitors?

    Addepar, Marquis Software Solutions, Indus Valley Partners, Satuit Technologies, and SS&C Advent are some of the 69 competitors of Confluence Technologies.

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