Confluence Financial Advisors, LLC

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Confluence Financial Advisors, LLC - overview

Established

2015

Location

Boulder, CO, US

Primary Industry

Financial Services

About

Confluence Financial Advisors, LLC is a domain registration service provider focusing on premium domain names, particularly for financial advisory services, enhancing online identities for clients across various sectors. Founded in 2015 in Boulder, US, Confluence Financial Advisors, LLC specializes in domain registration, particularly targeting financial advisory sectors. In March 2019, the company was acquired by Mercer Advisors Inc. , which is backed by Genstar Capital Partners and Lovell Minnick Partners.


The firm has successfully completed one deal. ConfluenceFinancialAdvisors. com predominantly operates as a domain registration service, offering premium domain names tailored to individual and business clients in the financial advisory sector. Their flagship domain, ConfluenceFinancialAdvisors.


com, exemplifies their focus on wealth management and investment advisory. The platform allows customers to purchase domain names with flexible payment plans featuring 0% interest, serving diverse clientele from startups to established businesses, primarily in the US and select international markets. The revenue model for ConfluenceFinancialAdvisors. com is centered around direct sales of domain names.


Clients can either make a one-time purchase or utilize structured payment plans over several months. The pricing structure includes standard fees for premium domain names and additional charges for optional services like WhoIs Privacy Protection. Revenue is generated through initial domain sales and ancillary services, maintaining steady income from both B2B transactions and direct consumer sales. Moving forward, Confluence Financial Advisors, LLC plans to expand its offerings by developing new domain products tailored for emerging markets.


While specific release dates and target geographic regions have not been detailed, the company aims to enhance its presence in the financial advisory space. The recent acquisition by Mercer Advisors Inc. on March 7, 2019, is expected to provide the necessary resources to support these strategic initiatives, fostering further growth and market penetration.


Current Investors

Mercer Global Advisors Inc.

Primary Industry

Financial Services

Sub Industries

Accounting Services

Website

www.confluencefinancialadvisors.com

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Confluence Financial Advisors, LLC - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedConfluence Financial Advisors, LLC-

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