Confluence
Curated by SignalWealth management software suite optimizing investment management through data integration.
Overview
Confluence is a company that offers a wealth management software suite designed to integrate various fintech tools aimed at improving the operations of wealth managers and financial advisors. The platform features performance analysis, risk management, and regulatory compliance, utilizing AI and machine learning for predictive analytics. It targets asset managers, service providers, and institutional investors, focusing on the need for efficient data-driven investment management. The platform provides real-time data aggregation and personalized client insights, which may assist users in optimizing investment strategies and ensuring regulatory compliance. Additionally, its API capabilities allow for integration with external financial services, potentially enhancing operational efficiency in a digital-first environment.
Key facts
- Founded
- 1991
- Headquarters
- Pittsburgh, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 6 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
- Phone
- Sign up to view
Open roles
94 rolesManager, Revolution Client Consulting, NA & APAC
Boston, MA · On-site · Volunteer
Manager, Revolution Client Consulting, NA & APAC
Pittsburgh, PA · On-site · Volunteer
Manager, Revolution Client Consulting, NA & APAC
Boston, KY · On-site · Volunteer
