Confluence Investment Management
- Company typePrivate
- Founded2008
- HeadquartersSaint Louis, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Confluence Investment Management firmographics
Firmographics- Name
- Confluence Investment Management
- Legal name
- Confluence Investment Management LLC
- Website
- https://confluenceinvestment.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Confluence Investment Management industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Independent Broker-Dealers (Retail Network) (FSAAAAAC)
- akta.pro secondary industries
- Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC), Fund of Funds & Multi-Manager Mutual Funds (FSAAAEAL)
Keywords
Where Confluence Investment Management is headquartered
LocationHeadquarters
- HQ city
- Saint Louis
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Confluence Investment Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Asset Management Fees: Confluence Investment Management generates revenue through professional asset management services, charging fees for managing investment portfolios for institutional and individual clients. The firm provides advisory services through various investment strategies.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Confluence Investment Management product offering
Product offeringCore offering
Confluence Investment Management is a registered investment advisor providing professional asset management services through separately managed accounts and pooled investment vehicles. The firm operates a multi-strategy platform spanning Value Equity, International Equity, Asset Allocation, Balanced Accounts, Fixed Income, Alternative Investments, and Funds, serving institutional clients and individual high-net-worth investors in the United States.
Product overview
Confluence Investment Management is a registered investment advisor providing professional asset management services. The firm operates as a multi-strategy investment management platform offering seven distinct product categories: Value Equity Strategies, International Equity Strategies, Asset Allocation Strategies, Balanced Accounts, Fixed Income, Alternative Investment Strategies, and Funds. The company also provides Independent Verification services. These offerings work together to serve institutional and individual clients through a combination of separately managed accounts and pooled investment vehicles.
Differentiator
Problem solved
Functional benefit
Products and services
- Value Equity Strategies Value-oriented equity investment strategies targeting stocks that appear undervalued relative to their fundamentals, offered to institutional and individual clients.
- International Equity Strategies Investment strategies focusing on international equity markets outside the United States, offered to institutional and individual clients.
- Asset Allocation Strategies Strategies focused on strategic asset allocation across multiple asset classes to meet specific risk and return objectives.
- Balanced Accounts Managed accounts that combine equity and fixed income investments in a balanced portfolio approach.
- Fixed Income Fixed income investment strategies including government, corporate, and municipal bonds, offered to institutional and individual clients.
- Alternative Investment Strategies Non-traditional investment approaches including commodities, real estate, and other alternative asset classes.
- Funds Mutual funds and ETFs that provide access to the firm's investment strategies.
- Independent Verification Third-party verification services for investment performance and compliance.
Companies that use Confluence Investment Management
Customer profileSegments2 records
Ideal customer profiles2 records
Confluence Investment Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Confluence Investment Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Global X Management Company LLCnotableConfluence Investment Management LLC originally proposed the concept for Global X's suite of six Zero Coupon Bond ETFs launched on January 7, 2026. The ETFs invest in U.S. Treasury STRIPS with maturity dates ranging from 2030 to 2035, each with an expense ratio of seven basis points. The product suite was developed in response to demand from registered investment advisors for capital-efficient exposure to targeted maturity dates.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
Confluence Investment Management competitors and assessment
Company assessmentDirect peers
- American Century Investments: American Century is a privately-held, Kansas City/Missouri-based investment manager offering a multi-strategy platform spanning equities, fixed income, asset allocation, and alternatives for institutional and retail clients—directly comparable to Confluence's independent, multi-strategy RIA model in the same region.
- Manning & Napier: Manning & Napier is an independent, employee-owned investment manager providing multi-strategy solutions (equity, fixed income, multi-asset) to institutional and individual investors—a near-twin to Confluence in scale, business model, and product breadth.
- William Blair: William Blair is an independent, employee-owned firm offering investment management (equities, fixed income, multi-asset) alongside wealth management—directly paralleling Confluence's combination of institutional asset management and high-net-worth advisory offerings.
- Fisher Investments: Fisher Investments is an independent, privately-held RIA focused on institutional and high-net-worth portfolio management with proprietary research and asset allocation capabilities—a strong comparable to Confluence's institutional/HNW focused model.
- First Trust Advisors: First Trust is an independent investment firm managing ETFs, mutual funds, and separately managed accounts across equity, fixed income, and alternatives—directly comparable to Confluence's mix of SMA strategies and Funds/ETF products.
- Fort Washington Investment Advisors: Fort Washington is a Cincinnati-based subsidiary of Western & Southern Financial Group offering multi-strategy institutional investment management across equities, fixed income, and balanced accounts—closely matching Confluence's multi-strategy institutional focus at a similar scale.
- GW&K Investment Management: GW&K is an independent, employee-owned boutique investment manager specializing in active equity and fixed income strategies for institutional and high-net-worth clients—highly comparable in business model, scale, and product mix to Confluence.
Broad incumbents
- Eaton Vance: Eaton Vance was an independent multi-strategy manager (now part of Morgan Stanley) offering equity, fixed income, and multi-asset solutions across institutional and retail channels—historically a direct peer and now a larger incumbent within MS Investment Management.
- Baird Asset Management: Baird's asset management division (within Robert W. Baird & Co.) provides institutional and wealth management investment solutions across equities, fixed income, and multi-asset strategies—comparable to Confluence's institutional and HNW advisory mix at a larger scale.
- Brown Brothers Harriman Investor Services: Brown Brothers Harriman provides multi-strategy investment management for institutional and private clients across equities, fixed income, and alternatives—an established, independent multi-strategy peer with deeper resources and global reach than Confluence.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Confluence Investment Management social profiles
Digital presenceConfluence Investment Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Confluence Investment Management leadership team
Management profileNumber of profiles
Profiles23 records
Confluence Investment Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Confluence Investment Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Confluence Investment Management
What does Confluence Investment Management do?
Confluence Investment Management is a registered investment advisor providing professional asset management services through separately managed accounts and pooled investment vehicles. The firm operates a multi-strategy platform spanning Value Equity, International Equity, Asset Allocation, Balanced Accounts, Fixed Income, Alternative Investments, and Funds, serving institutional clients and individual high-net-worth investors in the United States.
Is Confluence Investment Management a public or private company?
Confluence Investment Management is a private company. It is classified as unknown and is currently operating.
When was Confluence Investment Management founded?
Confluence Investment Management was founded in 2008. It employs 11 to 50 people.
Where is Confluence Investment Management based?
Confluence Investment Management is headquartered in Saint Louis, United States, in the North America region.
How does Confluence Investment Management make money?
One revenue line is on record: asset Management Fees.
Who are Confluence Investment Management's main competitors?
Direct peers on record are American Century Investments, Manning & Napier, William Blair, Fisher Investments, First Trust Advisors, Fort Washington Investment Advisors and GW&K Investment Management. Broad incumbents are Eaton Vance, Baird Asset Management and Brown Brothers Harriman Investor Services.
Does Confluence Investment Management have an API?
No public API is recorded for Confluence Investment Management.
What industry is Confluence Investment Management in?
Confluence Investment Management's product category is Asset Management. Its primary akta.pro industry code is FSAAAAAC, Independent Broker-Dealers (Retail Network), with a secondary code of FSAHAKAC, Managed Account Platforms (Separately Managed Accounts / Customized Portfolios). Its NAICS code is 523940 and its SIC code is 6282.