About Envision Financial Systems
Envision Financial Systems is a company based in Costa Mesa (United States) founded in 1994 by Timothy Kan. The company has 171 employees as of March 30, 2024. Envision Financial Systems offers products and services including Investor Recordkeeping System, APIs, Business Process Management, and Bank Reconciliation System. Envision Financial Systems operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
- Headquarter Costa Mesa, United States
- Employees 171 as on 30 Mar, 2024
- Founders Timothy Kan
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Envision Financial Systems (India) Private Limited
- Date of Incorporation 22 Jan, 2002
- Jurisdiction Bangalore, Karnataka, India
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Annual Revenue
$3.73 M (USD)23.86as on Mar 31, 2022
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Net Profit
$341.09 K (USD)146.74as on Mar 31, 2022
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EBITDA
$168.53 K (USD)-24.68as on Mar 31, 2022
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Latest Funding Round
$867.18 K (USD), Debt – Conventional
May 01, 2020
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Investors
Not available
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Employee Count
171
as on Mar 30, 2024
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Products & Services of Envision Financial Systems
Envision Financial Systems offers a comprehensive portfolio of products and services, including Investor Recordkeeping System, APIs, Business Process Management, and Bank Reconciliation System.
System for managing investor positions and transactions in financial services
Tools for real-time data access and system integration in recordkeeping
Services for automating investor correspondence and reconciliation processes
Software for reconciling bank transactions in investment management
People of Envision Financial Systems
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Funding Insights of Envision Financial Systems
Investments & Acquisitions by Envision Financial Systems
Investment portfolio details for Envision Financial Systems
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Financial Statements - Envision Financial Systems
Detailed financials for Envision Financial Systems
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Envision Financial Systems Comparisons
Peer comparison for Envision Financial Systems
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Competitors of Envision Financial Systems
Envision Financial Systems 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 Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
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Wealth management solutions are delivered for investment advisors.
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Portfolio management software for financial advisors
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Investment management software is provided for advisors and institutions.
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Wealth and investment management solutions are offered to institutional investors.
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Cloud-based solutions for financial institutions are provided by Avaloq.
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Asset and wealth management software is provided for businesses.
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Detailed competitors of Envision Financial Systems
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Latest news on Envision Financial Systems
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Frequently Asked Questions about Envision Financial Systems
Envision Financial Systems was founded in 1994 and raised its 1st funding round 26 years after it was founded.
Envision Financial Systems is headquartered in Costa Mesa, United States. It is registered at Costa Mesa, California, United States.
As of Mar 30, 2024, the latest employee count at Envision Financial Systems is 171.
Annual revenue of Envision Financial Systems is $3.73M as on Mar 31, 2022.
Envision Financial Systems was founded in 1994 and is based in Costa Mesa, United States. Operations focus on the financial technology sector, where real-time shareholder accounting and servicing technologies are provided for mutual funds, asset managers, transfer agents, and 529 program providers. Key offerings include the Envision investor management suite, Envision alternative investment suites, and Fund Keeper, supporting wealth management needs for fund managers and dealers.
Envision Financial Systems offers Investor Recordkeeping System, APIs, Business Process Management, and Bank Reconciliation System.