Todd Moyer

President and Chief Operating Officer Confluence Technologies

Last Reviewed: September 26, 2026

Executive Summary

Todd Moyer is President and Chief Operating Officer of Confluence Technologies, the Pittsburgh company whose software automates regulatory reporting, performance analytics and investor communications for asset managers, asset owners and fund service providers. He is the company’s second-ranking executive, working under founder and CEO Mark Evans, and leads both its operations and its market-facing functions: sales, account management and marketing. He joined Confluence in 2012 to run global sales and has held progressively broader roles since, becoming President in 2019, after a career in financial services technology that included an executive vice presidency in SunGard’s Wealth Management business.

Career Highlights

• President and Chief Operating Officer of Confluence Technologies, responsible for operational excellence, revenue generation across North America and Europe, and growth in adjacent markets.
• Promoted to President in February 2019, having joined in 2012 as Senior Vice President of Global Sales, become Executive Vice President of Global Business Development in 2014 and Chief Operating Officer in 2017.
• Executive Vice President of SunGard’s Wealth Management business, responsible for sales strategy and the delivery of integrated wealth management solutions.
• Principal of Mid Atlantic Institutional Shares, responsible for its flagship mutual fund trade-routing platform, which SunGard acquired in 2002.
• Earlier a senior consultant in the Economic and Financial Consulting division of Arthur Andersen LLP.

Professional Journey

Moyer began in consulting, as a senior consultant in the Economic and Financial Consulting division of Arthur Andersen LLP. He then became a principal of Mid Atlantic Institutional Shares (MAIS), where he was responsible for the firm’s flagship mutual fund trade-routing platform. SunGard acquired MAIS in 2002, and Moyer moved with it, going on to hold management roles in product development, operations and client services before becoming executive vice president of SunGard’s Wealth Management business, responsible for sales strategy and the delivery of integrated wealth management solutions.

He joined Confluence in 2012 as Senior Vice President of Global Sales. Confluence, founded by Mark Evans in Pittsburgh in 1991, builds software that turns fund and investment data into regulatory filings, financial statements and client reporting. Moyer was named Executive Vice President of Global Business Development in 2014 and Chief Operating Officer in 2017. In February 2019 the company promoted him to President, with responsibility for strategy, operations, product development and business development globally.

His tenure has covered a period of rapid change at the company. Confluence received a TA Associates investment in 2018 and a Clearlake investment in 2021, and made a series of acquisitions: ECPI and StatPro in 2019, then Compliance Solutions Strategies and Investment Metrics in 2021. Those deals carried it from regulatory reporting into performance and risk analytics, data services and investment consulting technology. More recently it has put AI into its products. Moyer spoke publicly in 2024 about Confluence Rex, which uses large language models to reconcile shareholder reports against other financial documents, and in August 2026 the company launched Confluence POINT, AI-enabled automation across its product suite.

As President and Chief Operating Officer he now leads the company’s operations alongside sales, account management and marketing, with a focus on revenue across North America and Europe and on growth in adjacent geographic markets. The company’s 2019 announcement also recorded that he served on the Board of Directors of the Expect Miracles Foundation, which raises money for cancer research.

Education

No education record was found in any first-party source.