About Us
We are Confluence
Empowering Knowledge.
We are a global leader in data-driven investment management solutions partnering with our clients to deliver products and services designed to optimize efficiency and control.
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Over 1000 clients use our services and solutions
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Servicing clients in 40 countries worldwide
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Trusted by 9 out of the top 10 asset managers
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The top 10 service providers rely on our solutions
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Operating in 15 offices
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900+ employees
Our Values
As we strive to help our clients solve the complex challenges that they are faced with and turn investment data into financial intelligence, there is a set of core guiding values that finds its way into who we are at an organizational and individual level, how we work and the commitment we make to our clients and industry.
Integrity
Face reality with honesty, courage and accountability
Imagination
Deal creatively with challenges and envision what the world could be
Discipline
Build good habits into reflexes which become a part of our life
Service
Committed to the success of others
Award-Winning Solutions
We are proud to be consistently recognized and acknowledged as an industry leader, by both our clients and industry publications. These awards represent our commitment to delivering innovative solutions to our clients by leveraging our global expertise and award-winning technology.
Confluence Connect
Stay connected and up to date with our latest thought leadership articles and blogs from experts within Confluence and other organizations specializing in research and trends affecting the asset management industry.
Press Release: Confluence Named to IDC FinTech Rankings Top 100
Confluence is also recognized as the Emerging FinTech by IDC Financial Insights
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In The News: Drawdown
Todd Moyer, Confluence’s President and Chief Operating Officer, recently spoke with The Drawdown about Confluence Rex.
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In The News: International Equities are ‘Lower-Hanging Fruit’ as Pensions Chop Equities Holdings
As pensions seek to decrease risk by slashing their equities allocations and buying up fixed income assets, international equities, which have tended to underperform other stocks in recent years, a...
Press Release: Guardian Performance Solutions chooses Confluence Revolution Composites for its managed services
Confluence Revolution Composites leveraged to help Guardian’s clients meet GIPS® and SEC Marketing Rule compliance
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Press Release: Confluence Helps Clients Achieve Compliance with SEC Tailored Shareholder Reporting
Confluence’s industry-leading solution successfully completed TSR filings for fund administrator and asset manager clients
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Press Release: Yealand Fund Services selects Confluence for Valuations Pricing Service
Delivering greater transparency and efficiency in the pricing of multiple asset classes to its clients
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Press Release: Confluence expands Style Analytics in Europe with major client wins
Santander Asset Management, Formues, LGT Wealth Management, the Swedish Fund Selection Agency – FTN, and Rathbones Group all selected Confluence Style Analytics Solution
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Press Release: Confluence named the Winner of the ‘Equity Performance Attribution’ Category at Chartis BuySideRisk50 Awards
Ranked in the top 25 of the Buyside Risk50, the award recognizes Confluence for its analytical, cross-risk platform that delivers operational efficiencies and insights to asset managers
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Press Release: Baird selects Confluence’s PARis solution for enhanced portfolio analytics and reporting capabilities
The solution will equip institutional consultants with in-depth analysis and peer benchmarking enabling key insights for better investment decision-making
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Join our team of highly motivated and talented individuals who are empowered to help solve the complex challenges that our clients face. We always have room for smart, talented and hard-working people.
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