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.
Serves as the central hub for executive leadership, core product strategy, research and development, marketing, finance, and global operations management.
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.
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.
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.
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.
Nova Place, 100 S. Commons, Suite 1400
Pittsburgh
PA
USA
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.
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.
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.
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.
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As of April 2025, Confluence' leadership includes:
Confluence has been backed by several prominent investors over the years, including:
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.
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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
Business Wire • April 16, 2024
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 Wire • February 27, 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 Wire • November 28, 2023
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 Wire • October 3, 2023
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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