Confluence Wealth Management Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Confluence Wealth Management

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Confluence Wealth Management Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	1211 Sw 5th Avenue Suite 1200 Portland, OR 97204

Note: Revenues for privately held companies are statistical evaluations.


Confluence Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Confluence Wealth Management's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Confluence Wealth Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Confluence Wealth Management Annual Revenue and Growth Rate

Confluence Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Confluence Wealth Management's revenues are gauged from an analysis of company filings.

Confluence Wealth Management's Income Statement (based on Industry Averages)

Confluence Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
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EBITDA
EBIT (Earnings Before Interest and Taxes)
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Trademark Applications

Trademark applications show the products and services that Confluence Wealth Management is developing and marketing. Confluence Wealth Management doesn't have any recent trademark applications, indicating Confluence Wealth Management is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
CONFLUENCE WEALTH MANAGEMENT Financial services, namely, wealth management services	06/04/2020

See all trademarks and details in the Full Report.

Market Share of Confluence Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Confluence Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Confluence Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
RVK	Portland, OR	100
SILA	Portland, OR	74
CAMPBELL GLOBAL	Portland, OR	71
LONE GULL HOLDINGS	Portland, OR	42
TRUST TREE LLC. DBA HEY LOVE	St. Portland, OR	34
FERGUSON WELLMAN CAPITAL MANAGEMENT	Portland, OR	28

Other Companies at 1211 Sw 5th Avenue, Portland OR

Company	Headquarters	Revenue ($ MM)
ALPHA MEDIA	Portland, OR	100
RVK	Portland, OR	19
THOMPSON KESSLER WIEST & BORQUIST PC	Portland, OR	0
ALPHA BROADCASTING	Portland, OR	0

Future Competition: Confluence Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Confluence Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)