News

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”).

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.

Confluence Delivers Market-leading 18f-4 Derivatives Monitoring Solution to Large Midwest Insurance and Multi-Strategy Investment Firm
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 wins Best Risk Management Solution at 2021 HFM European Technology Awards
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.

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

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.

Confluence and J.P. Morgan Expand Partnership, Integrating Additional Asset Coverage into Delta Risk and Performance Platform
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.

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.

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.