Confluence Technologies, Inc. (“Confluence”) today announced that it has agreed to acquire Compliance Solutions Strategies (“CSS”), a global RegTech company that enables financial services firms to meet mandatory regulatory compliance requirements. Confluence is backed by Clearlake Capital Group, L.P. (together with its affiliates, “Clearlake”) and TA Associates (“TA”).

Confluence Technologies, Inc. (“Confluence”) today announced that it has agreed to acquire Investment Metrics for US$500 million. Investment Metrics is a global provider of investment data, performance, analytics and research software solutions that help institutional investors and advisors achieve better financial outcomes, grow assets and retain clients with clear investment insights.

Confluence Technologies, Inc. (“Confluence”) today announced it has expanded its partnership with a large Midwest insurance and multi-strategy investment firm that will utilize Confluence’s cloud-based Revolution platform for its 18f-4 derivatives and risk monitoring needs.

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, has won the award for Best Risk Management Solution at the 2021 HFM European Technology Awards for their integrated performance and risk solution, Revolution.

New Investment from Clearlake will Accelerate Growth and Enable Confluence to Continue Providing Innovative Software and Data Solutions to the Global Investment Management Industry

Pittsburgh, PA, June 7, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced it has been awarded “Best Performance Measurement System” at the FTF News Technology Innovation awards, hosted by the Financial Technologies Forum and FTF News.

Pittsburgh, PA, April 15, 2021 – Confluence Technologies, a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced that it has reached an agreement in principle to acquire Fundpeak, a highly respected global provider of secure fund portals and marketing tools such as fund fact sheets and websites.

Pittsburgh, PA, March 24, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced it has secured a long-term contract with a leading global fund administrator that will use Confluence’s Risk API solution to deliver fully-fledged risk analytics.

Pittsburgh, PA, February 25, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced that Gary Casagrande, Vice President of Global Market Strategy, has been named “Volunteer of the Year” by Nicsa’s General Membership Meeting (GMM) Committee and Nicsa’s Fund Administration Committee.