Confluent Asset Management

Financial Services • Scottsdale, Arizona, United States • 1-10 Employees

Company overview

Headquarters	Scottsdale, Arizona, United States
Website	confluentam.com
NAICS	52
Keywords	Risk Management, Financial Services, Asset Management, Financial Planning, Wealth Planning, Portfolio Solutions, Income Solutions
Founded	2022
Employees	1-10

Key Contact at Confluent Asset Management

Yogesh Prasad

Vice President

Confluent Asset Management Email Formats

Confluent Asset Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@confluentam.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@confluentam.com	100%

About Confluent Asset Management

Confluent Asset Management is a Registered Investment Adviser based in Scottsdale, AZ. Founded with an intention to succeed along with our clients, our mission is to prioritize our clients' needs first and remain dedicated to creating real long-term wealth for every client across the United States. We build fully customized portfolios for every client to meet their unique needs. Confluent’s mission is to use our systematic investment process to create generational wealth and a positive outlook for the future of every client. Our team serves a growing number of diverse clients. The more we grow, the more we can make a worthwhile impact on the lives of the people we work with and those around them.

Confluent Asset Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Confluent Asset Management has never raised funding before.

Confluent Asset Management Tech Stack

Discover the technologies and tools that power Confluent Asset Management's digital infrastructure, from frameworks to analytics platforms.

ElementsKit

WordPress plugins

Site Kit

Analytics

Vimeo

Video players

Swiper

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Frequently asked questions

Confluent Asset Management is located in Scottsdale, Arizona, US.

Confluent Asset Management was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

Confluent Asset Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Confluent Asset Management

Yogesh Prasad

Vice President

4.8

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