Confluent Solution Group LLC

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The Confluent Solution Group LLC (Confluent) provides value-added actuarial, insurance, management and investment consulting solutions to financial intermediaries - such as Asset Managers, Registered Investment Advisors (RIAs), Multi Family Offices, Hedge Funds, CPA firms, Broker Dealers, Private Banks, Trust Companies, and Tax & Estate Planning Law Firms. With offices in Boston, New York and Charlotte, Confluent is a consortium of experienced, multi-disciplined professionals representing a broad array of experience and expertise - including actuarial, investment, distribution, insurance, legal, technology, operations and investment banking.

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