Confluent Asset Management
Confluent Asset Management is a Registered Investment Adviser based in Scottsdale, AZ. Founded with an intention to succeed along with our clients, our mission is to prioritize our clients' needs first and remain dedicated to creating real long-term wealth for every client across the United States. We build fully customized portfolios for every client to meet their unique needs. Confluent’s mission is to use our systematic investment process to create generational wealth and a positive outlook for the future of every client. Our team serves a growing number of diverse clients. The more we grow, the more we can make a worthwhile impact on the lives of the people we work with and those around them.
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Verified contacts
5
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- CA
Cole Achtzehn
Marketing Manager · Advertising & Marketing
EmailPhone - YP
Yogesh Prasad
Vice President · General Business & Management
EmailPhone
Showing 2 of 5 verified contacts
Top roles at Confluent Asset Management
4 distinct titles indexed · top 4 shown.
- 1client service associate
- 1financial adviser
- 1marketing manager
- 1vice president
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