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 4, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider delivering innovative products to the worldwide money management industry, and J.P. Morgan (NYSE: JPM) today announced a new development in their partnership to deliver a multi-asset portfolio analytics solution.

Pittsburgh, PA, April 20, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider that helps the investment management industry solve complex investment data challenges, today announced it has expanded its relationship with Futuregrowth Asset Management (Pty) Ltd (“Futuregrowth”). Futuregrowth is a fixed-income asset manager headquartered in Cape Town, South Africa, and has approximately US$13 billion in assets under management.

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.