Enfusion

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

Enfusion is a company based in Chicago (United States) founded in 1997 was acquired by Clearwater in January 2025.. Enfusion has raised $150 million across 2 funding rounds from investors including Clearwater Analytics, ICONIQ Growth and FTV Capital. The company has 599 employees as of October 31, 2024. Enfusion offers products and services including Portfolio Management, Order and Execution Management, Accounting, Analytics, and Managed Services. Enfusion operates in a competitive market with competitors including GAIN Capital, ION Group, Capitolis, Nasdaq Private Market and SunGard, among others.

  • Headquarter Chicago, United States
  • Employees 599 as on 31 Oct, 2024
  • Stage Public
  • Sectors
    Technology
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
    $187.52 M
    73
    as on Dec 31, 2024
  • Net Profit
    $2.82 M
    -53
    as on Dec 31, 2024
  • EBITDA
    $6.16 M
    -48
    as on Dec 31, 2024
  • Total Equity Funding
    $150 M (USD)

    in 2 rounds

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

    Jan 11, 2021

  • Investors
  • Employee Count
    599

    as on Oct 31, 2024

  • Acquired by
    Clearwater

    (Jan 13, 2025)

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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Tool for real-time portfolio construction and management.

System for trade order handling with compliance features.

Platform for automated general ledger reconciliation.

Service for investment performance and risk insights.

Outsourced middle and back-office processes.

People of Enfusion
Headcount 1000-5000
Employee Profiles 239
Board Members and Advisors 9
Employee Profiles
People
Jim Cox
CFO
People
Alphonse Valbrune
Chief Legal Officer
People
David Yazzie Pmi-Acp
Senior Product Manager
People
Josef Sommeregger
Region Head And Member Of Executive Management Team

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Board Members and Advisors
people
Eric J. Lee
Chairman
people
Christopher J. Hooper
Board Member
people
Andrew Young
Board Member
people
Steve Doire
Strategic Advisor

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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
  • Total Rounds 2
  • Last Round Series D — $150.0M
  • First Round
  • Investors Count 3
Date Amount Transaction Name Valuation Lead Investors Investors
Jan, 2021 Amount Series D - Enfusion Valuation ICONIQ Growth
Jan, 2017 Amount Series A - Enfusion Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Enfusion

Enfusion has secured backing from 4 investors, including venture fund investors. Prominent investors backing the company include Clearwater Analytics, ICONIQ Growth and FTV Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Venture capital is provided to technology companies by the firm.
Founded Year Domain Location
Private equity investment firm
Founded Year Domain Location
Global private equity investments are managed with long-term focus.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Enfusion

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Enfusion

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Enfusion Comparisons

Employees
+
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Competitors of Enfusion

Enfusion operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as GAIN Capital, ION Group, Capitolis, Nasdaq Private Market and SunGard, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
White-label front-end trading solutions for capital markets are provided.
domain founded_year HQ Location
Treasury management solutions are provided for financial institutions and banks.
domain founded_year HQ Location
Trade management solutions are provided for investors in capital markets.
domain founded_year HQ Location
White-labelled software for private market investments is provided to organizations.
domain founded_year HQ Location
Enterprise Software
domain founded_year HQ Location
Software suite offered to investment professionals for structured product access.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Enfusion

Frequently Asked Questions about Enfusion

When was Enfusion founded?

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

Where is Enfusion located?

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

Is Enfusion a funded company?

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

How many employees does Enfusion have?

As of Oct 31, 2024, the latest employee count at Enfusion is 599.

What is the annual revenue of Enfusion?

Annual revenue of Enfusion is $187.52M as on Dec 31, 2024.

What does Enfusion do?

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.

Who are the top competitors of Enfusion?

Enfusion's top competitors include Capitolis, Halo Investing and M-DAQ.

What products or services does Enfusion offer?

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

Who are Enfusion's investors?

Enfusion has 4 investors. Key investors include Clearwater Analytics, ICONIQ Growth, FTV Capital, and Hillhouse.

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