Confluence delivers automated solutions for critical fund administration and reporting processes such as regulatory reporting, financial statement preparation and supports a wide array of global investment types.

Software

Confluence Technologies

Confluence Technologies' headquarters in Pittsburgh, PA, United States

Spiros Giannaros

Katie Kiss

Chris R. Evans

Domenic I.

Gail F

Kevin Rozanski

Damian Handzy

Kathleen Keenan

Todd L. Moyer

Bryan Woodard

Jamie Hall

Hugh Byrne

Kirsten Garret

Kirsten Garrett

Frederick Winston

Domenic Ionadi

Mark Evans

The Engineering and Development Team at Confluence Technologies is responsible for designing, developing, and maintaining scalable software solutions that streamline fund administration and enhance regulatory reporting. This team's diverse expertise in software engineering, quality assurance, and cybersecurity ensures robust, reliable, and secure solutions that meet the complex needs of global investment processes. Additionally, they collaborate closely with other departments to innovate and implement new technologies, driving efficiency and accuracy in critical financial operations.

Engineering and Development Team

The Sales and Client Services Team at Confluence Technologies is dedicated to driving revenue growth and enhancing client satisfaction by providing tailored solutions for fund administration and reporting. This team engages with clients across various global markets, offering expertise in sales strategy and client management, ensuring that clients fully leverage Confluence's automated solutions. Their collaborative approach aims to foster strong relationships, support client needs, and contribute to the overall success of the company's offerings.

Sales and Client Services Team

The Product Management Team at Confluence Technologies is responsible for driving the development and enhancement of automated solutions for fund administration. They collaborate across functions to gather stakeholder insights, prioritize product features, and ensure alignment with market needs. The team focuses on delivering innovative tools for regulatory reporting and financial statement preparation, ensuring that the company's offerings remain competitive and user-friendly for a diverse range of global investment types.

Product Management Team

The Data and Analytics Team at Confluence Technologies leverages advanced analytics and data management practices to enhance decision-making and optimize operational efficiencies. This team is responsible for analyzing complex financial data, developing reporting solutions, and ensuring compliance with regulatory requirements, thereby supporting the company's commitment to delivering automated fund administration services. Their expertise fuels insights that drive product innovation and improve client outcomes across various investment types.

Data and Analytics Team

The Finance and Accounting Team at Confluence Technologies is responsible for managing financial operations, ensuring compliance with regulatory standards, and providing accurate financial reporting. This team oversees revenue recognition, tax strategy, and fund administration, enabling the organization to maintain financial integrity and support its automated solutions in the investment sector. They play a critical role in budgeting, forecasting, and financial analysis to drive strategic decision-making.

Finance and Accounting Team

The Leadership Team at Confluence Technologies drives the strategic direction and operational effectiveness of the company. Comprising top executives, including the CEO, CFO, and CTO, this team collaborates to enhance innovative automated solutions for fund administration and reporting, ensuring compliance and operational excellence. They play a crucial role in shaping the company’s vision, fostering growth, and advancing the development of technology-driven financial solutions in the global investment landscape.

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Confluence Technologies

Org chart

Board & advisors

Teams

Engineering and Development Team

Sales and Client Services Team

Product Management Team

Data and Analytics Team

Finance and Accounting Team

Leadership Team

Offices

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Confluence Technologies

Org chart

Board & advisors

Teams

Engineering and Development Team

Sales and Client Services Team

Product Management Team

Data and Analytics Team

Finance and Accounting Team

Leadership Team

Offices

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