Confluence, the global investment management industry’s leading provider of fully automated data management solutions, enables investment management firms to reduce costs and eliminate risk through automation and consolidation of critical business processes.

Confluence products automate every step of the process collection, creation, confirmation and delivery for investment product data. Over 60% of U.S. mutual funds rely on Confluence to solve a wide range of problems from performance measurement to customized reporting for mutual funds, variable products, alternative investments and other instruments.


Partnership with Dave and Polaris and being part of their community has been integral to our success. Their network enabled us to build a world-class Board -- incredibly, accomplished world-class execs who otherwise would not have recognized our company for the opportunity it is today.

- Mark Evans, CEO : Confluence

Contact Info

600 River Avenue, Pittsburgh, PA, 15212
Tel: 412-802-8632

Polaris Lead

Dave Barrett

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