Press release

Confluence named to IDC FinTech rankings top 100

Sep 09, 2024

Confluence is also recognized as the Emerging FinTech by IDC Financial Insights

Pittsburgh, PA, September 9, 2024 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications for the investment management industry, today announced it was recognized as a 2024 IDC FinTech Rankings Top 100 solution provider. The elite list features technology companies from around the globe that are focused on providing solutions to the financial services and FinTech industries. To view the list in its entirety, please visit idc.com.

Our inclusion in this ranking is a testament to Confluence’s ability to provide the investment management industry with leading solutions across data analytics, regulatory reporting, and investor communications. We add efficiency, accuracy, and speed to everything we do so our clients can get the right data, to the right people, in the right time. That’s why over 1,000 clients in 40 countries, including the largest asset service providers, asset managers, asset owners, and investment consultants in the world, come to us as the global regulatory, analytics, and investor communications solution of choice.

Todd Moyer, President and Chief Operating Officer at Confluence.

The Fortune 500-style ranking categorizes and evaluates the top global providers of financial technology based on calendar year revenues from financial institutions for hardware, software, and/or services. These providers supply the technological backbone of the financial services industry, an industry in which IDC forecasts worldwide spending on IT to be over $800 billion (USD) by 2026.

IDC has been producing the IDC FinTech Rankings for over twenty years and has expanded the program to include the top 150 solutions providers to ensure we get the most accurate representation of the largest FinTechs in the world. The technology companies on this list provide the innovation necessary to keep the financial services at the forefront of providing modern digital experiences across all aspects of a customer’s financial journey.

Marc DeCastro, research director at IDC.

Confluence is committed to helping investment management companies create, share, and operationalize mission-critical communications vital to the industry. IDC Financial Insights publishes a comprehensive report about the year’s findings that is available to view or download at idc.com.

About Confluence® Technologies

Confluence is a leading provider of specialist regulatory, analytics, and investor communication solutions for asset managers, asset servicers, investment consultants, and asset owners. Across performance, risk and peer analytics, regulatory filings and compliance monitoring, and shareholder reporting and document production, firms depend on Confluence for output they trust. We deliver this through deep domain expertise and purpose-built products developed over decades of research and engineering.

Confluence solutions are powered by Confluence POINT, AI-enabled automation that runs within and alongside Confluence’s trusted solutions. POINT optimizes inefficient workflows, delivering a meaningful impact on outcomes without requiring significant operational change.

Headquartered in Pittsburgh, PA, with 750+ employees in 15 offices across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1,000 clients in more than 40 countries. For more information, visit www.confluence.com.

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