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Confluence delivers solutions to take the risk out of fund administration. Helping investment management companies gain unprecedented control, Confluence automates every step of the fund administration process-including the collection, creation, confirmation and delivery of investment product data. Results are lower costs, reduced risk, decreased reporting turnaround times and the scalability to automate more processes without additional resources.
Total funding
~$60M
HQ 🇺🇸
Pittsburgh, United States
Year founded
1991
Status
Alive
People
Craig Arenhold
Chief Executive Officer
Mark Evans
Chief Executive Officer
Dave Moore
President, Senior Vice President
Todd Moyer
President, Chief Operating Officer, Executive Vice President, Senior Vice President
Jory Wheeler
Senior Vice President
Kim McCoy
Owner
Don Wright
Chief Executive Officer, President
Gail Kurtz
President
DeLuca John
Chief Technology Officer
Christopher Evans
Senior Vice President
Dan Torrens
Senior Vice President
John Gahimer
Owner
Jon Hazlett
Owner
Investors
Clearlake Capital Group
TA Associates
Polaris Partners
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