Confluence logo — Helping the investment management industry solve complex dat...

Confluence

Helping the investment management industry solve complex data challenges

Founded 1991 United States Pittsburgh, United States 916 employees Private Equity Total: $60.00M Automation, Enterprise Software +2

General Information

Company Name Confluence
Founded Year 1991
Location United States Pittsburgh, United States
Employees 916
Industries Automation, Enterprise Software, Finance +1
Funding Stage Private Equity
Social

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About Confluence

Confluence is a global leader providing technology solutions specifically designed for the investment management industry, expertly addressing complex data challenges. Since its inception in 1991, the company has developed and delivered cutting-edge products that cater to asset owners, asset managers, and asset service providers, focusing on performance analytics, risk management, data handling, and regulatory and investor reporting needs.

The firm's strategic acquisition of StatPro in 2019 significantly expanded its offerings, allowing Confluence to deliver comprehensive data-driven solutions across various office functions, ultimately enhancing risk management and operational efficiency. The company's client base spans over 400 businesses in 40 countries, with offices in North America, Europe, South Africa, Australia, and Asia.

Headquartered in Pittsburgh, PA, Confluence operates within industries like Automation, Enterprise Software, Finance, and Information Technology. The most recent notable financial backing was a $60.00M Private Equity Round from Polaris Partners in 2006.

Taxonomy: Investment Data Challenges, Fund Administration Automation, Performance and Analytics Solutions, Regulatory Reporting, Investor Reporting, Data-Driven Solutions, Front, Middle, Back Office Solutions, Asset Management Automation, Alternative Fund Management, Managed Investment Solutions, Data Management Automation, RegTech, DataTech, Scalability in Fund Management

Services & Products

Performance Measurement
Risk Analytics
Data Transformation
Regulatory Reporting
Investor Communications Automation

Target Customers

Asset Managers Asset Owners Asset Service Providers Private Fund Managers Institutional Investors

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Private Equity Round $60.00M 1
Polaris Partners
24 Aug 2006

Confluence Alternatives & Competitors

View All Alternatives
Confluence vs
Funds-Axis Limited
Funds-Axis Limited United Kingdom

Global Funds Technology for the Investment Management Industry

60 employees
Finance, Financial Services
Confluence vs
Enfusion
Enfusion United States

The flexible, modern framework for investment management operations that gives fund managers the fre...

Post-IPO Debt
1125 employees
Finance, Financial Services
Confluence vs
LPA
LPA Germany

Global leader of award-winning financial solutions and services through unique software and consulti...

Private Equity
481 employees
Finance, Financial Services

FAQ About Confluence

Helping the investment management industry solve complex data challenges
Confluence was founded in 1991.
Confluence is headquartered in Pittsburgh, United States.
Confluence operates in Automation, Enterprise Software, Finance and Information Technology. Its work centres on Investment Data Challenges, Fund Administration Automation, Performance and Analytics Solutions and Regulatory Reporting. Its customers include Asset Managers, Asset Owners and Asset Service Providers.
Confluence has approximately 916 employees.
Confluence has completed 1 funding round, raising a total of $60.00M. The latest funding stage is Private Equity.
Confluence offers: Performance Measurement, Risk Analytics, Data Transformation, Regulatory Reporting, Investor Communications Automation.
Top alternatives and competitors to Confluence include Funds-Axis Limited, Enfusion, LPA, Governance.com, Blanco WealthTech. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Confluence and Funds-Axis Limited are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Confluence, https://bouncewatch.com/company/confluence, updated 15 August 2025. When citing, please name BounceWatch and link this page.

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