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Saturday, October 10, 2026The Morning Brief →Sign in
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Confluence Financial Partners

MCMURRAY, PA
CRD: 311980
In network coverage since August 25, 2026 · 1 story
$7.8BRegulatory AUMSEC Form ADV · Oct 3
71EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 29 – Oct 3
Deal recordFull tracker →
Aug 24, 26Deal announcedConstellation Wealth Capital — coverage
Network coverage
M&A

Confluence minority stake is a growth bet

Constellation's minority investment in $7.6B Confluence leaves the founders in control and the investor's return dependent on the next valuation.
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