About Effecien
Effecien is a Technology company based in United States founded in 2022. It provides Transfer Agency software for mutual funds and investor servicing in financial sector. It operates on a SaaS and B2B model in Technology and Financial Services sectors. Effecien offers products and services including FundsFolio. Its focus areas include FinTech, Investment Tech, Mutual Funds and Transfer Agency. Its legal entity in India is Effecien Software Services Pvt. Ltd (U72900KA2022PTC169415). Its competitors include Juniper Square, iCapital, RealBlocks, FundGuard and Kanastra and 4 more; 6 of its 9 listed competitors have raised funding.
Company details
Effecien Software Services Pvt. Ltd. is a global provider specializing in software for financial services, particularly a comprehensive Transfer Agency platform that supports mutual funds and alternative investments. It automates investor servicing, handles transactions, corporate actions, and reporting while enhancing operational efficiency for Asset Managers, Institutional investors, and intermediaries. Based in India, it offers scalable SaaS solutions to meet evolving market demands and regulatory needs.
- Headquarters United States
- Employees 1
- SectorsTechnologyFinancial Services
- Email••••••••
- Website effecien.com
- Legal Name Effecien Software Services Pvt. Ltd.
- Date of Incorporation 26 Dec, 2022
- Jurisdiction Bangalore, Karnataka, India
- Employee Count1
Associated legal entities of Effecien
Effecien operates through Effecien Software Services Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Effecien Software Services Private Limited CIN U72900KA2022PTC169415 | Active | 26 Dec 2022 | Bangalore, Karnataka | – | – | 2 | View details |
Products & Services of Effecien
Effecien offers a comprehensive portfolio of products and services, including FundsFolio.
Platform for managing mutual fund services and investor transactions
Board of directors of Effecien Software Services Private Limited (Effecien)
Effecien Software Services Private Limited is the primary company behind Effecien. The board of Effecien Software Services Private Limited currently have 2 directors; the longest-serving is Philip Thomas, appointed in 2022.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Philip Thomas DIN 09836247 | Director | 26 Dec 2022 | 3 yrs 9 mo | Effecien Software Services Private Limited |
| Vishala Prabhu DIN 09836248 | Director | 26 Dec 2022 | 3 yrs 9 mo | Effecien Software Services Private Limited |
Competitors of Effecien
Effecien has 9 listed competitors in our database, 6 of them funded. They include Juniper Square, iCapital, RealBlocks, FundGuard and Kanastra, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| junipersquare.com | 2014 | San Francisco, United States | $369M | 367 | Real estate investments are managed through a specialized platform. | |
| icapital.com | 2013 | New York, United States | $1.49B | 535 | Software solutions are provided for managing private investments. | |
| realblocks.com | 2015 | New York, United States | $29.33M | 7 | RealBlocks is recognized as a digital platform for managing private funds. | |
| fundguard.com | 2018 | New York, United States | $156M | – | Cloud-based solutions are provided to asset managers and fund administrators. | |
| kanastra.com.br | 2022 | Uberlandia, Brazil | $64M | – | Alternative investment solution provider | |
| ivp.in | 2000 | New York, United States | – | 1,067 | Financial technology company offering investment firms software solutions | |
| asset-metrix.com | 2013 | Munich, Germany | – | 79 | Middle & back-office solutions for private investors | |
| ssctech.com | 1986 | Windsor Locks, United States | – | 26,600 | Cloud-based software is provided for investment management firms. | |
| cardoai.com | 2018 | Milan, Italy | $15M | – | AI-driven portfolio management solutions for alternative investments are offered. |
Detailed competitors of Effecien
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Effecien (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about Effecien
Effecien was founded in 2022.
Effecien is headquartered in United States.
Effecien has 1 employees.
Effecien Software Services Pvt. Ltd. is a global provider specializing in software for financial services, particularly a comprehensive Transfer Agency platform that supports mutual funds and alternative investments. It automates investor servicing, handles transactions, corporate actions, and reporting while enhancing operational efficiency for Asset Managers, Institutional investors, and intermediaries. Based in India, it offers scalable SaaS solutions to meet evolving market demands and regulatory needs.
Effecien's top competitors include Juniper Square, iCapital and FundGuard.
Effecien offers FundsFolio.
Effecien operates through Effecien Software Services Private Limited.
The legal entities of Effecien currently have 2 directors, including Philip Thomas, Vishala Prabhu.