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Confluence, backed by Clearlake Capital and TA Associates, to acquire Compliance Solutions Strategies (CSS), a global provider of cloud-based RegTech solutions

Confluence, backed by Clearlake Capital and TA Associates, to acquire Compliance Solutions Strategies (CSS), a global provider of cloud-based RegTech solutions

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”).

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Confluence, backed by Clearlake Capital and TA Associates, to acquire Investment Metrics for $500m

Confluence, backed by Clearlake Capital and TA Associates, to acquire Investment Metrics for $500m

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.

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Confluence wins “Best Performance Measurement System” at 2021 FTF News Technology Innovation Awards

Confluence wins “Best Performance Measurement System” at 2021 FTF News Technology Innovation Awards

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.

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Futuregrowth Asset Management Expands Strategic Relationship with Confluence

Futuregrowth Asset Management Expands Strategic Relationship with Confluence

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.

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Confluence Reaches Agreement in Principle to Acquire Fundpeak, Global Provider of Fund Portals and Factsheets

Confluence Reaches Agreement in Principle to Acquire Fundpeak, Global Provider of Fund Portals and Factsheets

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.

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