Enfusion

Chicago, United States Founded: 1997 • Age: 29 yrs Acquired By Clearwater
Trade management and risk solutions are provided for capital markets.
Annual revenue $187.5M Latest available
Total funding $150.0M 2 rounds
Employees 599 Tracked headcount
Investors 4 Known backers
Products 5 Services tracked
Competitors 11 Brand Intelligence

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
    Locked
  • Website
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  • Social
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Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $187.52 M (USD)
    73
    as on Dec 31, 2024
  • Net Profit
    $2.82 M (USD)
    -53
    as on Dec 31, 2024
  • EBITDA
    $6.16 M (USD)
    -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.

Product name locked
Category locked
Primary

Tool for real-time portfolio construction and management.

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System for trade order handling with compliance features.

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Platform for automated general ledger reconciliation.

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Service for investment performance and risk insights.

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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.

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.

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Venture Fund
Investor Description Founded Year Domain Location
Venture capital is provided to technology companies by the firm.
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Private equity investment firm
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Global private equity investments are managed with long-term focus.
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Investor details for Enfusion

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  • Investor domains
  • Investor locations
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Verified entity values are shown only after access is granted.

Investments & Acquisitions by Enfusion

Investments
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Investment portfolio details for Enfusion

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  • Portfolio identities
  • Transaction dates
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Financial Statements - Enfusion

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Detailed financials for Enfusion

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  • Profit trends
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Enfusion Comparisons

Enfusion Primary company
Description
Trade management and risk solutions are provided for capital...
Location
Chicago, United States
Founded Year
1997
Annual Revenue
$187.52 M (USD)
Net Profit
$2.82 M (USD)
EBITDA
$6.16 M (USD)
Employees
599
As of 2024
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Peer comparison for Enfusion

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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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.

Company Name Domain Founded year HQ Location Description
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White-label front-end trading solutions for capital markets are provided.
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Treasury management solutions are provided for financial institutions and banks.
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Trade management solutions are provided for investors in capital markets.
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White-labelled software for private market investments is provided to organizations.
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Enterprise Software
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Software suite offered to investment professionals for structured product access.
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Detailed competitors of Enfusion

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Latest news on Enfusion

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Complete news archive for Enfusion

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  • Brand-specific news history

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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.

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

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

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, Halo Investing and M-DAQ.

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

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

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