Confluence Financial Partners Information

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Summary

At Confluence Financial Partners, we seek to build lasting relationships through a dynamic, client-focused approach that keeps the goal of your long-term success at the core of everything we do.
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Organization Website

confluencefp.com

Social Links

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Phone Number

7242718801

Industries

Headquarters Location

732 E. McMurray Road, PA, 15317 US

Employees Size

100-200 employees

Specialties

Retirement Planning, Estate Planning, Social Security Analysis, Tax Planning, Investment Management, Employee Benefit Review, Insurance Planning, Cash Flow Analysis, Business Consulting, Non-Profit Consulting, Philanthropic Planning, Education Planning, Business and Retirement Plans, Corporate Cash Management

Competitors

Founded
Type
Employees
Revenue
Funding
2010Privately
Held
1 - 25 2.2M $0
2007Partnership 1-10 < 1M $0
1996Privately
Held
1-10 - $-
1973- 10-50 - $-

Estimated Website Traffic

The chart shows a decline in traffic to the confluencefp.com website. In February, traffic decreased to 2417, compared to 2624 in the previous month. The highest traffic in 2026 was recorded in January, reaching 2624 visits.

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Number of employees by department
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Length of Employment
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Employee tenure at Confluence Financial Partners shows a diverse range of experience levels:
5% have been with the company for less than 1 year24% for 1–2 years10% for 3–4 years19% for 5–7 years10% for 8–10 years33% have over 11 years of service at Confluence Financial Partners
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Ex-employees positions
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FAQ

Confluence Financial Partners operates in the Finance industries. More details can be found on the official website: confluencefp.com.
The headquarters of Confluence Financial Partners are located in McMurray, United States.
You can contact Confluence Financial Partners by phone at 7242718801.
Confluence Financial Partners currently employs 100-200 people.
Well-known competitors of Confluence Financial Partners include Ark Financial, Bespoke Investment Group, Opus Capital Management and Jacobs Financial.

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