Overview
Employees
900
Founded
1991
Revenue
$188.8M
Location
Pittsburgh, Pennsylvania, United States
Industry
financial services
About
Confluence Technologies is a global software firm based in Pittsburgh, Pennsylvania, specializing in back-office automation systems for the investment management industry. Founded in 1991, the company has established itself as a trusted leader, serving over 400 to 1,000 clients across 40 countries. Confluence operates internationally with offices in major cities including London, Sydney, and Frankfurt.
The company offers a range of services, including regulatory reporting, portfolio analytics, and investor communications. Its core platform helps investment firms automate fund administration, ensure compliance, and manage investment data effectively. Confluence supports various fund types, such as mutual funds, ETFs, and institutional portfolios. With a strong focus on the financial services sector, Confluence's technology is utilized by eight of the top ten global service providers and all of the top ten global asset managers.
Technologies(177)
Apple Business ManagerCloudFlare CDNApple School ManagerAtlassianSmartsheetAdobeAnthropic ClaudeDocuSignGlobalSignForcepointKnowBe4Microsoft 365UltraDnsNeuStarGoogle Workspace
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Keywords(94)
managed investment solutionsdata management automationalternative fund managementregtechdatatechfinanceperformance analyticsrisk analyticsperformance verificationasset class analysisdata-driven investmentperformance attributionasset servicinginvestment datafinancial reporting
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asset managersasset managementdata automationcompliance systemautomated disclosuresinvestor communicationsalternative funds reportingregtech solutionsdata managementregulatory reportingdata transformationdata quality controlregulatory complianceb2bprivate fund reportingregulatory riskgips verificationperformance measurementstyle factor analysisfund performanceesg data solutionsprivate markets reportingsecurities and commodity contracts intermediation and brokeragefinancial technologymulti-asset riskasset servicing automationrisk managementclient reportingfinancial intelligenceportfolio analyticsdata insightsgips complianceesg reportingcompliance automationdata reconciliationregulatory mandatesoperational efficiencyservicescomposite managementinvestment managementdata analyticsportfolio performanceattribution analysishosted portfolio managementinstitutional data insightsinvestment data warehousepost-trade compliancefinancial reporting automationcustom reporting solutionsbenchmark servicescompliance managementtransaction reportinginvestor relationsinvestment compliancetailored reportingautomated workflowsscalable solutionsdata controlcloud-based solutionsmarket insightsfact sheets creationperformance strategydata processing servicesperformance teams efficiencyoperational excellenceinstitutional investment managementinvestor marketing materialsperformance reporting softwareanalytics solutionsdata-driven insightscomplex asset pricingadaptive reporting frameworkdata integrationfinancial servicesfinance technologyinformation technology & servicesenterprise softwareenterprisescomputer software
Industry Codes
SIC 8731SIC 7372NAICS 5231NAICS 513210