Confluence Advisors

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

200 Wallace Rd, Wexford, Pennsylvania, 1...

Phone Number

(724) 940-1900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Confluence Advisors

Confluence Advisors, LLC is a middle-market investment bank specializing in sell-side advisory, management buyouts, and capital advisory services. With over 100 years of combined experience, the firm focuses on maximizing value for business owners through expert guidance and strategic planning. Their intended clients include family and founder-owned businesses across various industries such as chemicals, healthcare, and manufacturing. Confluence Advisors is committed to integrity and personalized service, ensuring successful outcomes for their clients' most important transactions.Explore more
Confluence Advisors's Social MediaPopular SearchesConfluence Advisors LLCConfluence AdvisorsSIC Code 62,621NAICS Code 52,523Show more

Confluence Advisors Org Chart

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Managing Director

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Managing Director

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Vice President, Business Development & Co-Fou...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Confluence Advisors

<$5M
1-10
Private
<$5M
-
DS
Daniel SarverManaging Director
$8.9M
11-50
Private
-
2021
LR
Lawrence RucinskiPrincipal & CEO
$6.6M
1-10
Private
-
2009
VY
Victor YangSummer Intern 2013
<$5M
1-10
Private
-
2001
N/A
<$5M
1-10
Private
-
2010
MA
Mike AllenFounder & Principal
<$5M
1-10
Private
-
2008
JA
Jai AgraComputer Operator
<$5M
1-10
Private
-
2001
HT
Henry TowAssociate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Confluence Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Confluence Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Confluence Advisors.

Confluence Advisors financials insights

Gather financial insights about Confluence Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$93K

See All Confluence Advisors's Financials Insights

Confluence Advisors Tech Stack

A closer look at the technologies used by Confluence Advisors

Top Finance Companies

Frequently Asked Questions Regarding Confluence Advisors

What is Confluence Advisors's official website?
Confluence Advisors's official website is www.confluenceadvisorsllc.com
What is Confluence Advisors's Revenue?
Confluence Advisors's revenue is <$5 Million
What is Confluence Advisors's SIC code?
Confluence Advisors's SIC: 62,621
What is Confluence Advisors's NAICS code?
Confluence Advisors's NAICS: 52,523
How many employees does Confluence Advisors have?
Confluence Advisors has 1-10 employees
What industry does Confluence Advisors belong to?
Confluence Advisors is in the industry of: Finance, Securities Trading
What is Confluence Advisors competition?
Confluence Advisors top competitors include: PPAC Advisors, Global Growth Partners, Agra Capital Advisors, Lane Capital Markets
What technology does Confluence Advisors use?
Some of the popular technologies that Confluence Advisors uses are: Drip, reCAPTCHA, Google Universal Analytics, Squarespace Online Stores
How do I contact Confluence Advisors?
Confluence Advisors contact info: Phone number: (724) 940-1900 Website: www.confluenceadvisorsllc.com
What does Confluence Advisors do?

Confluence Advisors, LLC is a middle-market investment bank specializing in sell-side advisory, management buyouts, and capital advisory services. With over 100 years of combined experience, the firm focuses on maximizing value for business owners through expert guidance and strategic planning. Their intended clients include family and founder-owne... d businesses across various industries such as chemicals, healthcare, and manufacturing. Confluence Advisors is committed to integrity and personalized service, ensuring successful outcomes for their clients' most important transactions.Read More

What are Confluence Advisors social media links?
Confluence Advisors Linkedin page
Is Confluence Advisors a public company?
Confluence Advisors is private company therefore does not currently have an official ticker symbol
See more information about Confluence Advisors

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