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Key people at Confluence.
Confluence is a financial technology company based in Pittsburgh, Pennsylvania, that provides data management automation and regulatory reporting solutions for the global asset management and financial services industry. The organization focuses on transforming raw investment data into actionable financial intelligence to support the complex back-office operations of institutional firms. Under the executive leadership of President and Chief Operating Officer Todd L. Moyer, the enterprise distributes its specialized software platforms globally to streamline performance calculation and compliance workflows. By centralizing critical information and automating manual tasks, the platform enables asset administrators and institutional investors to mitigate operational risks while scaling their administrative capacities. The company operates as a critical infrastructure provider for the broader financial sector, ensuring that investment data remains highly accurate across various regulatory jurisdictions. Confluence was founded in 1991 by Chief Executive Officer Mark Evans.
Key people at Confluence.
Confluence is primarily known as an independent investment management firm specializing in professional portfolio management and advisory services for institutional and individual clients. It is not a technology company but rather a financial services firm managing approximately $12.7 billion in assets as of early 2025[1][3].
Confluence Investment Management focuses on delivering value through a disciplined, research-intensive investment approach. Its mission centers on providing consistent, high-quality portfolio management grounded in fundamental research and macroeconomic analysis. The firm’s investment philosophy emphasizes identifying companies with strong cash flow, competitive advantages, and capable management, investing at attractive valuations to generate risk-adjusted returns. Key sectors span equities (value, international, global), fixed income, asset allocation, and alternative investments. Confluence impacts the startup and broader investment ecosystem by offering sophisticated strategies that help clients navigate market cycles and global economic trends, supporting capital growth and risk management[1][3].
Founded in 2007 by former investment professionals from A.G. Edwards & Sons and Gallatin Asset Management, Confluence was established as a 100% employee-owned Registered Investment Adviser (RIA). The founding team brought deep expertise in asset management and banking, which shaped the firm’s focus on fundamental research and diversified investment strategies. Over time, Confluence expanded its offerings to include international equities, fixed income, and alternative investments, growing its assets under management and client base steadily. A pivotal moment was the 2018 acquisition of Gratry & Company, which enhanced its international and global equity capabilities[3][4].
While Confluence is not a technology company, it operates within the broader financial services sector that increasingly relies on technology for data analytics, risk management, and portfolio optimization. The firm rides the trend of integrating macroeconomic insights with fundamental equity research, which is critical in a complex global market environment marked by geopolitical uncertainty and evolving regulatory landscapes. Its timing is favorable given the growing demand for sophisticated asset management solutions that balance growth and risk, especially amid tightening financial conditions and market volatility[1][3][4].
Looking ahead, Confluence is poised to continue expanding its asset management capabilities, particularly in international and alternative investments, leveraging its research-driven approach. Trends such as increased globalization, regulatory complexity, and the need for dynamic asset allocation will shape its journey. The firm’s employee-owned model and commitment to rigorous research position it well to adapt and influence the evolving investment management ecosystem. Its influence may grow as investors seek trusted partners capable of navigating uncertain markets with disciplined, data-informed strategies[1][3].
In summary, Confluence stands out as a mature, research-focused investment management firm with a strong track record, deep expertise, and a client-aligned ownership structure, well-positioned to meet the challenges and opportunities of the modern investment landscape.
