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Confluence Technologies

Confluence Technologies?uq=hBqTzBbB
1991 FOUNDED
PRIVATE STATUS
201-300 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
2 FINANCING ROUNDS
2 INVESTMENTS
Description

Provider of a financial services data management software platform designed to optimize efficiency and control for global investment managers. The company's software platform offers mission-critical regulatory, automated investor communications, data integration and performance reporting capabilities to the global fund administrators, asset managers, UCITS fund and mutual fund houses, enabling them to grow revenue and reduce risk.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Vertical Market Software
Other Industries
Asset Management
Primary Office
  • Nova Tower One
  • One Allegheny Square - Suite 800
  • Pittsburgh, PA 15212
  • United States

+1 (412) 000-0000

Confluence Technologies Valuation and Funding

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

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Confluence Technologies Investments (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 01-Dec-2014 0000000000 Other Financial Services 0000 00000
Data Agent 12-Sep-2013 Buyout/LBO Application Software 0000 00000
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Confluence Technologies Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Confluence Technologies Executive Team (11)

Name Title Board
Seat
Contact
Info
Mark Evans Founder, Chairman, President & Chief Executive Officer
Frederick Winston Chief Financial Officer
Todd Moyer Chief Operating Officer
Salvatore Pent Chief Operating Officer, Global Operations
Chris Evans Senior Vice President & Chief Technology Officer

5 Former Executives

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Confluence Technologies Board Members (6)

Name Representing Role Since Contact
Info
00000 0000000 Polaris Partners Board Member 000 0000
00000 00000 Self Board Member 000 0000
00000000 00000 TA Associates Management Board Member 000 0000
0000000 000000000 TA Associates Management Board Member 000 0000
0000000 000000 00.0 Self Board Member 000 0000
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