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Confluence's Overview

Total employees901
HeadquartersPittsburgh
Founded1991

Confluence Technologies is a global leader in providing advanced technology solutions for the investment management industry. The company offers a comprehensive suite of software, data, and analytics products, including regulatory reporting (RegTech), performance measurement, risk analytics, and investor communications. Confluence helps asset managers, fund administrators, and service providers worldwide to streamline complex processes, ensure data accuracy, manage risk effectively, and comply with evolving regulatory mandates. Their solutions aim to transform the back and middle office operations of financial institutions, enabling them to achieve data-driven insights and operational excellence.

Where is Confluence's Headquarters?

HQ Function

Serves as the central hub for executive leadership, core product strategy, research and development, marketing, finance, and global operations management.

Notable Features:

Located in Nova Place, a major urban redevelopment project that transformed the former Allegheny Center Mall into a high-tech, mixed-use campus. The facility likely features modern office designs, collaborative workspaces, and advanced technological infrastructure.

Work Culture:

Fosters a collaborative, innovative, and client-centric environment. Emphasis is placed on continuous learning, technological excellence, and solving complex challenges for the financial services industry. The culture likely supports agility and adaptability in a fast-evolving market.

HQ Significance:

The Pittsburgh headquarters anchors Confluence's global operations and underscores its commitment to innovation. Its location in a revitalized tech hub allows access to a strong talent pool and a dynamic business ecosystem.

Values Reflected in HQ: The choice of a dynamic, technologically advanced campus like Nova Place reflects Confluence's values of innovation, forward-thinking, collaboration, and commitment to growth.

Location:

Confluence Technologies maintains a robust global presence to support its international client base in the investment management industry. Through a network of strategically located offices across North America, Europe, and Asia-Pacific, Confluence delivers comprehensive sales, client services, product development, and operational support. This global footprint enables the company to provide localized expertise and timely assistance for its regulatory reporting, data management, performance, and risk analytics solutions to investment managers, fund administrators, and service providers worldwide, ensuring they can navigate complex global financial regulations and market demands.

Street Address:

Nova Place, 100 S. Commons, Suite 1400

City:

Pittsburgh

State/Province:

PA

Country:

USA

Confluence's Global Presence

London, UK

Address: 1st Floor, 100 Wood Street, London, EC2V 7AN, United Kingdom

Serves as a primary operational center and point of contact for clients in the United Kingdom and across the EMEA region, facilitating localized support and market engagement.

Munsbach, Luxembourg

Address: ParcLuxite Business Park, Batiment C, 13 Rue Gabriel Lippmann, L-5365 Munsbach, Luxembourg

Supports Confluence's deep engagement with the European investment fund industry, leveraging Luxembourg's status as a major international financial center to serve asset managers and administrators.

Ho Chi Minh City, Vietnam

Address: Floor 12, Etown Central Building, 11 Doan Van Bo, Ward 13, District 4, Ho Chi Minh City, Vietnam

Leverages regional technology talent to drive research and development, enhance product capabilities, and provide essential operational support for Confluence's global offerings.

Sydney, Australia

Address: Level 2, 10 Bridge Street, Sydney, NSW 2000, Australia

Manages operations, client relationships, and market expansion in Australia, New Zealand, and the broader APAC financial markets.

Buying Intent Signals for Confluence

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Confluence

As of April 2025, Confluence' leadership includes:

Mark Evans - President and Chief Executive Officer
Todd Moyer - President and Chief Operating Officer
Frederick Winston - Chief Financial Officer
Chris Riggio - Chief Revenue Officer
Tom Pfister - Chief Product Officer

Investors of Confluence

Confluence has been backed by several prominent investors over the years, including:

Clearlake Capital Group L.P.

Executive New Hires/Exits in the Last 12 Months

Hire3
Exits0

Confluence Technologies has actively bolstered its executive leadership over the past 12 months, making key appointments in strategy, technology, and people operations. These hires reflect the company's ongoing commitment to driving innovation, expanding market reach, and enhancing its operational capabilities to support continued growth.

New Appointments:

Sanjoy Chatterjee, Sanjoy Chatterjee appointed as Chief Strategy Officer to drive strategic initiatives and market expansion.
Philipp Thalachalloor, Philipp Thalachalloor appointed as Chief Technology Officer to lead technology vision and product engineering.
Phillipa McLelland, Phillipa McLelland appointed as Chief People Officer to lead global human resources and talent strategy.

Technology (Tech Stack) used by Confluence

Discover the tools Confluence uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Confluence Email Formats and Examples

Confluence Technologies primarily utilizes the [first].[last]@confluence.com email format for its employees (e.g., jane.doe@confluence.com). This is the most common and predictable pattern for professional communication with company personnel. While other formats might exist in isolated cases, this structure is widely adopted across the organization.

[first].[last]@confluence.com

Format

john.smith@confluence.com

Example

85%

Success rate

News and media

Business WireApril 16, 2024

Confluence Technologies Expands RexPFD Regulatory Reporting Solution to Support Tailored Shareholder Reports

Confluence announced the expansion of its RexPFD regulatory reporting solution to support the SEC’s Tailored Shareholder Reports (TSR) for mutual funds and ETFs. This enhancement is designed to help clients efficiently meet new disclosure requirements and improve investor communication....more

Business WireFebruary 27, 2024

Confluence Technologies Unity Performance & Risk Named Best Buy-Side Portfolio Analysis Solution at WatersTechnology Buy-Side Technology Awards 2024

Confluence's Unity Performance & Risk solution received the award for Best Buy-Side Portfolio Analysis Solution at the 2024 WatersTechnology Buy-Side Technology Awards, recognizing its excellence in delivering comprehensive analytics for investment managers....more

Business WireNovember 28, 2023

Confluence Technologies Appoints Phillipa McLelland As Chief People Officer

Confluence announced the appointment of Phillipa McLelland as its new Chief People Officer. McLelland will lead Confluence’s global HR organization, focusing on talent management, employee experience, and cultural development....more

Business WireOctober 3, 2023

Confluence Technologies Appoints Philipp Thalachalloor as Chief Technology Officer

Confluence announced the appointment of Philipp Thalachalloor as its new Chief Technology Officer (CTO). Thalachalloor will be responsible for leading Confluence’s technology strategy, product engineering, and IT infrastructure....more

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