Enfusion

Chicago, United States Founded: 1997 • Age: 29 yrs Unicorn Acquired By Clearwater
Trade management and risk solutions are provided for capital markets.

About Enfusion

Enfusion is a Technology company based in Chicago (United States) founded in 1997, and was acquired by Clearwater in January 2025. Trade management and risk solutions are provided for capital markets. Enfusion has raised $150 million across 2 funding rounds from investors including Clearwater Analytics, ICONIQ Growth and FTV Capital. The company has 740 employees. Enfusion was last valued at $1.5 billion in January 2021. Its Indian entity Enfusion Softech India Private Limited reported revenue of β‚Ή181 Cr. Enfusion offers products and services including Portfolio Management, Order and Execution Management, Accounting, Analytics, and Managed Services. Its focus areas include FinTech, Investment Tech, Capital Market IT and Trade Management. Its competitors include GAIN Capital, ION Group and Capitolis; 3 of its 3 listed competitors have raised funding.

Company details

Enfusion was founded in 1997 in Chicago, United States, focusing on the capital markets sector. SaaS-based tools are offered for trade execution, portfolio management, order handling, accounting, compliance, risk evaluation, account reconciliation, and portfolio monitoring. Back-office support is extended to family offices, funds, and asset managers through these integrated operations.

Key Metrics
  • Indian entity revenue
    ₹181 Cr

    FY 2025 · +14% YoY

  • Indian entity net profit
    ₹17.88 Cr

    FY 2025 · 10% margin

  • Indian entity EBITDA
    ₹29.40 Cr

    FY 2025 · 16% margin

  • Total Equity Funding
    $150M (USD)

    in 2 rounds

  • Latest Funding Round
    $150M (USD), Series D

    Jan 2021

  • Investors
  • Employee Count
    740
  • Acquired by
    Clearwater

    (Jan 2025)

Products & Services of Enfusion

Enfusion offers a comprehensive portfolio of products and services, including Portfolio Management, Order and Execution Management, Accounting, Analytics, and Managed Services.

Portfolio Management
Investment Software

Tool for real-time portfolio construction and management.

Order and Execution Management
Trading Software

System for trade order handling with compliance features.

Accounting
Financial Tools

Platform for automated general ledger reconciliation.

Analytics
Data Analysis

Service for investment performance and risk insights.

Managed Services
Operational Support

Outsourced middle and back-office processes.

Funding Insights of Enfusion

Enfusion has successfully raised a total of $150M across 2 strategic funding rounds. The most recent funding activity was a Series D round of $150 million completed in January 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $150M
  • Total Rounds 2
  • Last Round Series D β€” $150M
  • Investors Count 5

All 2 funding rounds of Enfusion with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jan 2021$150MSeries D–ICONIQ Growth
Jan 2017Series A––
Valuation history
DateValuationStage
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Last known valuation $1.5B (Jan 2021). 5 investors in total: 5 institutional.

Investors in Enfusion

Enfusion has secured backing from 5 investors, including venture fund investors. Prominent investors backing the company include Clearwater Analytics, ICONIQ Growth and FTV Capital.

All
Venture Fund
InvestorDescriptionFounded YearDomainLocation
Venture capital is provided to technology companies by the firm.
iconiqgrowth.comSan Francisco, United States
Private equity investment firm
ftvcapital.comSan Francisco, United States
Global private equity investments are managed with long-term focus.
hillhouseinvestment.comNew York, United States
Provider of investment management and real asset services
iconiqcapital.comSan Francisco, United States
Investment reporting and analytics platform is provided for asset managers.
2004clearwateranalytics.comBoise, United States
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Investor details for Enfusion

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Board of directors of Enfusion Softech India Private Limited (Enfusion)

Enfusion Softech India Private Limited is the primary company behind Enfusion. The board of Enfusion Softech India Private Limited currently have 3 directors; the longest-serving is Jugnu Sharma, appointed in 2018. 4 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Jugnu Sharma
DIN 03523917
Director25 Apr 20188 yrs 6 moEnfusion Softech India Private Limited
Mohd Akbar Khan
DIN 07094993
Director25 Apr 20188 yrs 6 moEnfusion Softech India Private Limited
Vivek Shivraj Ranka
DIN 03006272
Director03 Feb 20206 yrs 8 moEnfusion Softech India Private Limited

People of Enfusion

248 people are tracked at Enfusion (64 in leadership, 9 in board & advisors, 175 in team); the tracked headcount is 740.

NameRoleGroup
Jim Cox
CFOLeadership
Alphonse Valbrune
Chief Legal OfficerLeadership
Josef Sommeregger
Region Head And Member Of Executive Management TeamLeadership
Scott Erickson
President, Americas & New MarketsLeadership
Calin M.
Associate Vice President, EMEA Business Development (enfusion By Cwan)Leadership
Kuldeep Kelkar
VP Head Of User Experience And DesignLeadership
Andi Woolass
Executive Director, EMEA Head Of PartnershipsLeadership
Jian Chen
Executive DirectorLeadership
Evan Bergstrom
Senior Director - Software Engineering (asset Management)Leadership
Souvik Das
Chief Product & Technology OfficerLeadership
Hafeez Shaikh
Senior Vice PresidentLeadership
James Price
Managing Director - Platform IntegrationLeadership
Gianfranco Aragona
Director Of It, Global Infrastructure & OperationsLeadership
Shilpa Dabke
Vice President - Global Head Of Platform EngineeringLeadership
Ann-Sophie Skjoldager Bom
Head Of Strategic AccountsLeadership
Mandar Mestry
Executive DirectorLeadership
Rett Lowell Monson
Head Of Marketing, AmericasLeadership
Paul Bassett
Vice President-interfaces Product Team LeadLeadership
Artyom Khlyustov
Head Of Presales, Solutions Consulting - Strategic Accounts, North AmericaLeadership
Calvin Ho
Executive Director (enfusion By Cwan)Leadership

228 more people are available in the full profile.

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Financials of Enfusion

Figures of Enfusion Softech India Private Limited, the primary company behind Enfusion, for FY 2025. Revenue was ₹181 Cr (+14% year on year). Net profit was ₹17.88 Cr (10% margin). EBITDA was ₹29.40 Cr (16% margin). Revenue has grown at a compounded annual rate of +23% over three years and +63% over five years.

  • ₹181 CrRevenue · FY 2025 · +14% YoY
  • ₹17.88 CrNet profit · 10% margin
  • ₹29.40 CrEBITDA · 16% margin
  • ₹1 LakhPaid-up capital
  • 561Employees (provident fund records)
  • +23%Revenue CAGR, 3 years
  • +63%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Enfusion Softech India Private Limited are on its company page.

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Timeline of Enfusion

6 dated milestones of Enfusion across 28 years, from founding to its latest funding, stage changes and deals.

  1. Founded Enfusion is founded.
  2. Funding First funding round.
  3. Funding Latest funding round, Series D, of $150.0M.
  4. Milestone Reaches Unicorn status.
  5. IPO Lists on the stock exchange (IPO).
  6. Exit Acquired by Clearwater.

Competitors of Enfusion

Enfusion has 3 listed competitors in our database, 3 of them funded. They include GAIN Capital, ION Group and Capitolis.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
gaincapital.com1999Bedminster, United States$175.5M252
White-label front-end trading solutions for capital markets are provided.
iongroup.com1998New York, United States$400M988
Treasury management solutions are provided for financial institutions and banks.
capitolis.com2016New York, United States$478.46M62
Trade management solutions are provided for investors in capital markets.
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Detailed competitors of Enfusion

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Web traffic of Enfusion

The website of Enfusion (enfusion.com) receives about 3.3K visits a month.

  • Monthly visits
    3.3K

    ▲ 13.4% vs previous month

Similar websites

Websites whose visitors overlap most with Enfusion. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
clearwateranalytics.com
100%
18.9K#639,400View details
bullflow.io
bullflow.io
100%
#858,321–
advent.com
97%
130.8K#236,747View details
turnkeyhedgefunds.com
93%
680.7KView details
blackrock.com
92%
4.1M#20,293View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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Top companies in Investment & Financial Technology

3 companies that operate in the same segment as Enfusion (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.58 BUSD 2.98 B4,841
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M602
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Related news about Enfusion

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Frequently Asked Questions about Enfusion

Enfusion was founded in 1997 and raised its 1st funding round 20 years after it was founded.

Enfusion is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.

Enfusion is a funded company, having raised a total of $150M across 2 funding rounds to date.

Enfusion has 740 employees.

The primary company behind Enfusion, Enfusion Softech India Private Limited, reported revenue of β‚Ή181 Cr for FY 2025, up 14% year on year.

Enfusion was founded in 1997 in Chicago, United States, focusing on the capital markets sector. SaaS-based tools are offered for trade execution, portfolio management, order handling, accounting, compliance, risk evaluation, account reconciliation, and portfolio monitoring. Back-office support is extended to family offices, funds, and asset managers through these integrated operations.

Enfusion's top competitors include Capitolis, ION Group and GAIN Capital.

Enfusion offers Portfolio Management, Order and Execution Management, Accounting, Analytics, and Managed Services.

Enfusion has 5 investors. Key investors include Clearwater Analytics, ICONIQ Growth, FTV Capital, Hillhouse, and Iconiq Capital.

The valuation of Enfusion is $1.5B as of Jan 2021.

Enfusion operates through Enfusion Softech India Private Limited.

Yes. Enfusion was acquired by Clearwater in January 2025.

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