Key facts
- Status: Privately Held (no backing).
Leadership
- William WinkelerChief Investment Officer
- ·Watchlist + deal alerts for Confluence Financial Partners
- ·The full record, as it builds
Funding rounds
No funding rounds for Confluence Financial Partners are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Confluence Financial Partners
Provider of wealth management solutions for individuals and businesses. Confluence Financial Partners offers wealth planning, investment advisory, and retirement plan services with a team of experienced professionals and financial advisors. The firm aims to build long-lasting relationships with their clients and help them maximize their financial planning and investing. They also offer a no-obligation consultation with a financial advisor to determine if their services are a good fit for clients' needs.
- Sector
- Financial Services
- HQ
- Pittsburgh, PA, United States
- Employees
- 63
- Website
- confluencefp.com/
- Ownership
- Privately Held (no backing)
Confluence Financial Partners doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Confluence Financial Partners shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Confluence Financial Partners in its N-PORT filings yet. We sweep new filings monthly.