Confluence Tech Stack

Investment data platform for asset managers, asset owners, and custodians

Financial Services Pittsburgh, PA 501–1,000 employees Founded 1991 Privately Held

Confluence operates a 33-year-old data and analytics platform for institutional investment management, covering front, middle, and back office workflows across 400+ clients in 40 countries. The tech stack is enterprise-heavy (Oracle, SQL Server, Salesforce, Tableau) with Python for automation, matching their stated focus on data-driven solutions. Hiring has accelerated with 25 roles posted in the last 30 days — notably dominated by finance (8) and support (8), with finance and tax leadership roles highlighted — signaling either rapid scaling in compliance/regulatory delivery or internal infrastructure gaps in those functions.

Tech Stack 21 technologies

Core StackZendesk Oracle SQL Server Tableau NetSuite Salesforce Monday.com Smartsheet Jira Python Excel Microsoft Office SQL PowerPoint Microsoft Project Signal Teams Word Outlook Udemy

What Confluence Is Building

◆Challenges

Cross-border transaction compliance
Scaling ai safely
Data acquisition mapping
Increasing arr growth
Legal entity rationalisation
Tax audit management
Automating customer workflows
Managing risk at scale
Expanding footprint across asset managers
Regulatory data compliance

▲Active Projects

Ingestion into paris
Robust integrations with custodial banks
Global managed services team for compliance products
Supporting regulatory data workflows
Project sequoia
Custodial data management
Global delivery centres (coes)
Common delivery frameworks and sdlc standards
Unified global delivery model
Professional services contract management

Hiring Activity

Accelerating40 roles · 25 in 30d

Department

Finance

Support

Sales

Marketing

Product

Engineering

Legal

Clientexperience

Seniority

Senior

Director

Mid

Junior

Manager

Lead

Notable leadership hires: Director Tax, Tax Director

Company intelligence

Find more companies like Confluence by tech stack, pain points and active projects

Get started free

About Confluence

Confluence is a global technology provider serving the institutional investment management industry. Founded in 1991 and headquartered in Pittsburgh, PA, the company serves asset owners, asset managers, and asset service providers with solutions spanning performance analytics, risk, regulatory reporting, and investor reporting. The 2019 acquisition of StatPro expanded the product portfolio to cover front, middle, and back office use cases. With offices across Europe, North America, South Africa, Australia, and Asia, Confluence operates a managed services model alongside its software platform, with active projects around custodial bank integrations, regulatory data workflows, and global delivery centers.

HeadquartersPittsburgh, PA

Company Size501–1,000 employees

Founded1991

Hiring MarketsVietnam, United States, South Africa, United Kingdom, Canada, France

Frequently Asked Questions

What is Confluence's tech stack?

Oracle, SQL Server, Tableau, Salesforce, Python, Excel, and Microsoft 365 suite (Teams, Word, Outlook, Project). Also uses Zendesk, NetSuite, Jira, Smartsheet, and Monday.com for internal operations.

How many employees does Confluence have?

Confluence employs 501–1,000 people across offices in Europe, North America, South Africa, Australia, and Asia, serving over 400 clients in 40 countries.