United States
Software Service
United Kingdom
United KingdomESG data aggregation & analytics
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Confluence
United StatesSoftware Service
- Founded
- 1991
- Team Size
- 100-1000
- Annual Revenue
- < $100M
- Number of Customers
- +200
- Stage
- Established (7+ years)
Confluence Overview
About Confluence
Confluence Technologies is a financial technology and investment management software company that helps asset managers, asset owners, investment consultants, and financial institutions streamline regulatory reporting, portfolio analytics, and investor communications. Its platform combines ESG analytics, investment risk and performance monitoring, automated regulatory disclosures, financial data management, and reporting solutions, with a strong focus on regulatory compliance, investment transparency, and operational efficiency.
Company size servedEnterprise (1000+ employees)
Solution typeSaaS platform
Deployment modelCloud (multi-tenant)
Pricing modelQuote-based
Company stageEstablished (7+ years)
Number of Customers+200
Industry focusFinancial services
Geographic coverageGlobal
Company size servedEnterprise (1000+ employees)
Number of customers500–5,000
ClienteleGlobal
Geographic FocusGlobal
Solution typeSaaS platform
Deployment modelCloud (multi-tenant)
Pricing modelQuote-based
Typical Engagement$50k - $100k
Certifications heldISO 27001
Founded1991
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Global investment data, portfolio analytics, ESG reporting and regulatory compliance software for asset managers and financial institutions.
Details
www.confluence.com
Head officeUnited States
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