Confluence Financial Advisors - Ownership and Business Overview

Financial ServicesCompany

Confluence Financial Advisors Ownership

Who owns Confluence Financial Advisors?

Confluence Financial Advisors is owned by Mercer Advisors. It was acquired on March 7, 2019.

Confluence Financial Advisors Business Overview

Where is Confluence Financial Advisors headquartered?

Confluence Financial Advisors is headquartered in Boulder, Colorado.

What sector is Confluence Financial Advisors in?

Confluence Financial Advisors is a financial services company.

When was Confluence Financial Advisors founded?

Confluence Financial Advisors was founded in 2015.

Financial Services M&A Summary in 2019

Out of 60 sectors in the Mergr database, financial services ranked 10 in number of deals in 2019. The largest financial services acquisition in 2019 was Worldpay - which was acquired by Fidelity National Information Services for $43.0B.

Join Mergr to view all 209 acquisitions of financial services companies in 2019, including 21 acquisitions by private equity firms, and 188 by strategics.

Confluence Financial Advisors LLC

3800 Arapahoe Ave. Suite 210,
Boulder, Colorado 80303
United States,
(303) 449-5552
www.confluencefinancialadvisors.com

Confluence Financial Advisors LLC is a comprehensive wealth management firm serving households throughout the mid-west with assets under management (AUM) of approximately $240 million.


Company Summary

SECTOR

Financial Services

Established

2015

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