Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Confluence Financial Partners Logo
Confluence Financial Partners Growth Score
15
CB Rank
1610476
Heat Score
21
Confluence Financial Partners is a consulting firm that provides wealth management strategies to promote financial growth for businesses.
Private Canonsburg, Pennsylvania, United States11-50 www.confluencefp.com
Consulting
Finance
Financial Services
Wealth Management
Overview

Confluence Financial Partners
Growth Score
15
Heat Score
21

Growth Score15
-10 pts
in past quarter
Heat Score 21
-3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Confluence Financial Partners

CB Rank
1610476
Confluence Financial Partners is a consulting firm that provides wealth management strategies to promote financial growth for businesses.
Private Canonsburg, Pennsylvania, United States11-50 www.confluencefp.com
Consulting
Finance
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Phone Number +1-724-271-8801
Contact Email Admin@confluencefp.com
Predictions & Insights

Growth Insight

See this Growth Insight
Confluence Financial Partners is
Lorem
 to be growing
Top Contributing Factors
Merger or Acquisition

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

Financial Planning
A service that helps individuals and families create comprehensive financial plans to meet their goals.
Wealth Management
A service that manages and grows clients' investment portfolios aligned with their financial goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Contacts 49

Employee Profiles

News

News and Press

News•Nov 20, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Sep 25, 2024
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Sep 25, 2024
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Sep 25, 2024
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report
Sub-Organizations
Frequently Asked Questions

Where is Confluence Financial Partners's headquarters? Confluence Financial Partners is located in Canonsburg, Pennsylvania, United States.Who are Confluence Financial Partners's competitors? Alternatives and possible competitors to Confluence Financial Partners may include EisnerAmper, Creative Planning, and  HighTower Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(92fa32f 1)
|