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Data Agent Company Profile

Our corporate identity revolves around being Client Centric, Employee Friendly, Technology Savvy, and delivering Stakeholder Value for our Clients


Data Agent, LLC. is an innovative investment technology company headquartered in Berkeley, CA with an offshore development center in Ho Chi Minh, Vietnam. Data Agent was founded in 2003 on the premise that investment data should be both centralized for consistency and directly support the end users decision-support needs. The Data Agent Solutions support internal needs such as reporting, on-line inquiry, research, analytics, risk analysis, performance, attribution and compliance reporting requirements.

The Data Agent founders have more than 45 years of experience in financial services and investments technology. Our Customized Industry Suites simplify day-to-day P&L reports, consolidate transactions, analytics, research, and generates professional investment reports to clients. Data Agent has the real world experience to integrate with your accounting and trading software packages.

Privately held and located in technology and investments centers-of-influence in Berkeley, Data Agent’s mission is to improve the way information is delivered and used by the investment community.


We do that leveraging three core Values: Integrity, Ingenuity, and Efficiency.

Responsive. Data Agent knows time is money, and that providing timely answers and software enhancements is critical to your business. Data Agent offers email, instant message (IM), and phone support with 5x22 hour support available via our US offices and off-shore development center. Clients can access our Microsoft SharePoint client portal for issue tracking as well as sharing ideas and questions with Data Agent. Data Agent provides continuous software updates for most of the application over the web.

Direct. We will endeavor to be as accurate as possible at all times, and provide clear answers to your questions from the sales process through ongoing client services communications. We believe open and honest communications will help our clients manage expectations within their own firms and provide Data Agent with the clearest feedback and market requirements to continuously improve our solutions and business model. We cannot promise everything to all people, but we are committed to delivering current and promised functionality demanded by clients and the targeted marketplace.

Real Business Value. Data Agent provides high quality solutions at a reasonable price that solve real business problems. Data Agent’s founders have been in the financial and investment software field for more than 45 years and we know what real business value means to our clients. Our business is predicated on the virtuous circle:

Business value

Get in Touch

600 River Avenue
Pittsburgh, PA 15212
Phone 412.802.8632

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Press Release

We are excited to announce that as of September 9, 2013 Data Agent has been acquired by Confluence, a leading provider of solutions that take the risk out of fund administration.

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