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Our Story

We are a global technology solutions provider helping the investment management industry solve complex investment data challenges, reduce risk and increase efficiency.

We strive for excellence in everything we do, and our solutions are built to deliver maximum scalability, speed and flexibility to our clients.

Our Story - Staff Looking at Timeline
Our Story - Confluence Staff

Turning data into financial intelligence

We have been building and delivering innovative products for asset managers and service providers that address a spectrum of performance and analytics, risk, data, regulatory and investor reporting needs since 1991.

Headquartered in Pittsburgh, PA, our 900+ employees help service over 1000 clients in 40 countries, with employees in 15 offices spanning across the United Kingdom, Europe, North America, South Africa, and Australia.

Our History

K
1991
  • Founded in Pittsburgh
K
1994
  • First Product – FundStation®
K
2000
  • Inc. 500 – Named # 44
K
2005
  • ClearPortfolio launches – now Unity® Financial Reporting
K
2006
  • Offices in London and Luxembourg
  • Polaris Partners Investment
K
2007
  • Unity® data-centric platform
K
2010
  • Unity® Form N-MFP for SEC Money Market Reform
K
2011
  • CEO & Founder, Mark Evans – E&Y Entrepreneur of the Year
K
2013
  • Acquired regulatory reporting provider Data Agent
  • Unity NXT® AIFMD Transparency Reporting solution
K
2016
  • Data-driven Unity NXT® regulatory platform
K
2017
  • Best Data Management Solution – Mutual Fund Service and Technology Awards
  • Acquisition of Delta
K
2018
  • > 80% use Unity NXT® platform for SEC Mod
  • TA Associates Investment
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2019
K
2020
  • Launched new fully-integrated Confluence
K
2021
  • ‘Performance Attribution Product of theYear’ at 2021 Risk Markets Technology Awards
  • ‘Best Regulatory Reporting Solution’ at 2021Fund Intelligence Operations and Services Awards
  • Acquisition of Compliance SolutionsStrategies (CSS)
  • Acquisition of Investment Metrics