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Confluence Financial Partners
MCMURRAY, PA
CRD: 311980
In network coverage since August 25, 2026 · 1 story
$7.8BRegulatory AUMSEC Form ADV · Oct 24
71EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 29 – Oct 24
Deal recordFull tracker →
Network coverage
M&A
Confluence minority stake is a growth bet
Constellation's minority investment in $7.6B Confluence leaves the founders in control and the investor's return dependent on the next valuation.