Todd L. Moyer | The Family Office Stack

Todd L. Moyer · Cornelius, North Carolina, United States.

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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

About

Todd L. Moyer is President and Chief Operating Officer of Confluence Technologies. His responsibilities span operations, revenue development, sales, account management and marketing, including expansion across geographic markets. He previously led SunGard's Wealth Management business as Executive Vice President and was a principal at Mid Atlantic Institutional Shares before its acquisition by SunGard. Earlier in his career, he worked in economic and financial consulting at Arthur Andersen.

Experience

PresidentCurrent
Confluence · Charlotte, North Carolina Area
Feb 2019 – Present
Confluence is a leading global technology solutions provider that addresses end-to-end analytics, regulatory and data needs for the investment management industry, from portfolio analytics to regulatory reporting, Confluence is relied on by 10 of the top 10 asset managers, 10 of the top 10 asset service providers, and 10 of the top 10 investment consultants. We serve over 1,000 clients in more than 40 countries. As President and COO at Confluence, I am fortunate to be able to follow my passion, focus my attention on strategy, innovation and operational and development excellence, and concentrate efforts on global expansion and operational accountability. I am also lucky to lead a global team that shares that passion as we transform data into knowledge for the asset management industry through the value of the Confluence platform. Throughout my 20-year financial services career, I have worked to help organizations maximize their investments in technology, capitalize on opportunities, and adopt innovative solutions. This continues to be a focus as Confluence expands its global footprint and moves forward as a leader in the industry.