Confluence

About Confluence
Confluence provides regulatory, investor communications and portfolio analytics solutions for the investment management industry. The company offers automated data feeds for verification and streamlined fund reporting through partnerships with ACA Group and FundGuard. Recent coverage has focused on executive appointments and strategic partnerships within the fintech sector.
FF News has published 7 stories featuring Confluence since 2023, most recently "Square Capital Integrates Confluence Revolution API for Advanced Risk Analytics" (14 October 2026).
Part of: Clearlake Capital Group
Confluence group companies
- Investment Metrics acquired November 2021
- Compliance Solutions Strategies (CSS) acquired
People at Confluence on FF News
- Chris Evans, Senior Vice President and CTO
- Thomas Pfister
- Todd Moyer, President
Latest Confluence news
- Square Capital Integrates Confluence Revolution API for Advanced Risk Analytics 14 October 2026 TradeTech Eye
- Confluence Launches POINT: AI-Enabled Automation Suite for Investment Management 18 August 2026 TradeTech Eye
- Confluence® Technologies and ACA Group Partner to Automate GIPS® Verification Data Feeds 7 April 2026
- Clearlake-Backed Confluence Technologies Appoints FinTech Veteran Spiros Giannaros as Chief Executive Officer 4 September 2025
- Confluence Unveils AI Strategy to Deliver Real Impact for the Investment Management Industry 29 June 2023
- Northern Trust Launches Market Risk Monitor 3 April 2023
- Confluence and FundGuard Partner to Streamline Fund Reporting 20 March 2023