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Private company

Confluence

Logo: The logo is from the following website: http://www.confluence.com/en-us/newsevents_images.shtml http://www.confluence.com/en-us/MediaKit/Stacked_color.jpg, Non-free logo, via Wikipedia3

Investment management software company

Confluence (Confluence Technologies) is a software firm that provides back-office automation systems to the investment management industry. The company was founded in 1991, and aims to lead the "DataTech evolution" with "a vision... [of] instantaneously transforming data into knowledge and delivering it to the world. " According to the company's website, Confluence technology is in use by eight of the top 10 global service2 Wikipedia text CC BY-SA 4.0

Last updated Oct 21, 2026.

Overview

1991Founded1

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Confluence (Confluence Technologies) is a software firm that provides back-office automation systems to the investment management industry. The company was founded in 1991, and aims to lead the "DataTech evolution" with "a vision... [of] instantaneously transforming data into knowledge and delivering it to the world." According to the company's website, Confluence technology is in use by eight of the top 10 global service2

Products and brands

The Confluence platform features regulatory reporting, investor communications, and performance and analytics solutions and supports a wide array of

fund types – including mutual funds, ETFs, alternative investments, institutional portfolios and UCITS funds.

Partnerships

In 2018, MSCI announced that it is adjusting its data and analytics for integration with Confluence's Regulatory Reporting.

As of 2018, ICE Data Services and Confluence are partnering to help asset managers comply with SEC Regulations, with ICE Data Services focusing on market data and analytics, and Confluence applying its Regulatory Reporting platform.

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In June 2023, Confluence entered into a strategic partnership with Arcesium to launch an integrated data management and analytics offering for buy-side performance, risk, and regulatory reporting. It combines StatPro with Arcesium’s cloud-native Financial Data Stack.

From Wikipedia’s article on Confluence (company), shared under CC BY-SA 4.0.4

Acquisitions

Confluence acquired California-based data management company, Data Agent, an alternative investment industry data and reporting solutions leader, in 2013.

In December 2014, Confluence announced the acquisition of Belgium-based data solutions provider, Orfival, increasing the breadth of Confluence offerings with new capability in performance risk analytics and attribution.

In October 2019, Confluence acquired UK portfolio analytics company StatPro for £161.1 million.

From Wikipedia’s article on Confluence (company), shared under CC BY-SA 4.0.4

Timeline

  1. 1991Founded Founded1

Sources

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