Confluence Financial Advisors, LLC
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
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 Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Confluence Financial Advisors, LLC | - |
Displaying 1 - 1 of 1

Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.