About Envision Financial Systems
Envision Financial Systems is a Technology company based in Costa Mesa (United States) founded in 1994 by Timothy Kan. Wealth management solutions are offered for fund managers and dealers. The company has 171 employees. Its Indian entity Envision Financial Systems (India) Private Limited reported revenue of ₹37.45 Cr. Envision Financial Systems offers products and services including Investor Recordkeeping System, APIs, Business Process Management, and Bank Reconciliation System. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Portfolio Management. Similar companies include Addepar, Altruist and InvestCloud; 3 of its 3 listed similar companies have raised funding.
Company details
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.
- Headquarters Costa Mesa, United States
- Employees 171
- Founders Timothy Kan
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website enfs.com
- Social LinkedIn X
- Legal Name Envision Financial Systems (India) Private Limited
- Date of Incorporation 22 Jan, 2002
- Jurisdiction Bangalore, Karnataka, India
- Indian entity revenue₹37.45 Cr
FY 2024 · +9% YoY
- Indian entity net profit₹1.67 Cr
FY 2024 · 4% margin
- Indian entity EBITDA₹3.16 Cr
FY 2024 · 8% margin
- Latest Funding Round$867.18K (USD), Debt – Conventional
May 2020
- Employee Count171
Associated legal entities of Envision Financial Systems
Envision Financial Systems operates through Envision Financial Systems (India) Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Envision Financial Systems (India) Private Limited CIN U72400KA2002PTC030033 | Active | 22 Jan 2002 | Bangalore, Karnataka | ₹37.4 Cr | 171 | 4 | View details |
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
Funding Insights of Envision Financial Systems
- Total Rounds 1
- Last Round Debt – Conventional — $867,175
- First Round $867,175
(May 2020)
All 1 funding rounds of Envision Financial Systems with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2020 | $867,175 | Debt – Conventional | – | – | – |
Board of directors of Envision Financial Systems (India) Private Limited (Envision Financial Systems)
Envision Financial Systems (India) Private Limited is the primary company behind Envision Financial Systems. The board of Envision Financial Systems (India) Private Limited currently have 4 directors; the longest-serving is Timothy Yun Ting Kan, appointed in 2002. 5 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Timothy Yun Ting Kan DIN 00222279 | Director | 22 Jan 2002 | 24 yrs 9 mo | Envision Financial Systems (India) Private Limited |
| Gambhir Singh Satnam DIN 00222333 | Director | 22 Jan 2002 | 24 yrs 9 mo | Envision Financial Systems (India) Private Limited |
| Sundaram Hariharan DIN 07177957 | Whole-time director | 08 Mar 2015 | 11 yrs 8 mo | Envision Financial Systems (India) Private Limited |
| Ashish Jalan DIN 08006273 | Director | 05 Dec 2017 | 8 yrs 11 mo | Envision Financial Systems (India) Private Limited |
People of Envision Financial Systems
20 people are tracked at Envision Financial Systems (7 in leadership, 13 in team); the tracked headcount is 171.
| Name | Role | Group |
|---|---|---|
| Co-Founder | Leadership | |
Kelly Lynch | Senior Vice President Business Development | Leadership |
| CEO & Chief Design Officer | Leadership | |
Prithvi Hariharan | EVP & CTO | Leadership |
Joy Barnes | Director of Finance/HR | Leadership |
| Director And Head Of Training & Client Onboarding | Leadership | |
Thomas Wiedecker | EVP & Chief Client Officer | Leadership |
Heather Marek | Client Relationship Manager | Team |
Keerthi Priya | Operations Specialist | Team |
Gayathri C | Operations Manager | Team |
Madhusudan Kossuri | Project Leader | Team |
Madheswaran Jeyapal | Senior Production Operations Manager | Team |
Youvendra Dhaker | Cloud Engineer | Team |
Ellen Rodriguez-Swing | Accountant | Team |
Arushi Sahai | Associate Manager | Team |
Jacob Naveen Kuruvilla | Lead Analyst - Production Support | Team |
Jasvinder Singh | Senior Cloud Hosting Services Engineer | Team |
Mayank Agrawal | Analyst- Production Support | Team |
Stephanie Roundy | US Operations Supervisor | Team |
Om Prakash Reddy Gorla | Cloud Engineer - Global Cloud Operations | Team |
Complete people profiles for Envision Financial Systems
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Financials of Envision Financial Systems
Figures of Envision Financial Systems (India) Private Limited, the primary company behind Envision Financial Systems, for FY 2024. Revenue was ₹37.45 Cr (+9% year on year). Net profit was ₹1.67 Cr (4% margin). EBITDA was ₹3.16 Cr (8% margin). Revenue has grown at a compounded annual rate of +15% over three years and +12% over five years.
- ₹37.45 CrRevenue · FY 2024 · +9% YoY
- ₹1.67 CrNet profit · 4% margin
- ₹3.16 CrEBITDA · 8% margin
- ₹10 LakhPaid-up capital
- 171Employees (provident fund records)
- +15%Revenue CAGR, 3 years
- +12%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Envision Financial Systems (India) Private Limited are on its company page.
Detailed financial statements for Envision Financial Systems
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Timeline of Envision Financial Systems
2 dated milestones of Envision Financial Systems across 26 years, from founding to its latest funding, stage changes and deals.
- Founded Envision Financial Systems is founded.
- Funding First funding round of $867K.
Similar companies to Envision Financial Systems
Envision Financial Systems has 3 listed similar companies in our database, 3 of them funded. They include Addepar, Altruist and InvestCloud.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. |
Detailed similar companies of Envision Financial Systems
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Web traffic of Envision Financial Systems
The website of Envision Financial Systems (enfs.com) receives about 2.7K visits a month.
- Monthly visits2.7K
▲ 11.4% vs previous month
Websites whose visitors overlap most with Envision Financial Systems. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| envisionfinancial.ca | 100% | 680.7K | #115,455 | View details |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Envision Financial Systems (Investment & Financial Technology) in United States, 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 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about 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.
Envision Financial Systems has 171 employees.
The primary company behind Envision Financial Systems, Envision Financial Systems (India) Private Limited, reported revenue of ₹37.45 Cr for FY 2024, up 9% year on year.
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's top competitors include Addepar, Altruist and InvestCloud.
Envision Financial Systems offers Investor Recordkeeping System, APIs, Business Process Management, and Bank Reconciliation System.
Envision Financial Systems operates through Envision Financial Systems (India) Private Limited.
The legal entities of Envision Financial Systems currently have 4 directors, including Sundaram Hariharan, Ashish Jalan, Timothy Yun Ting Kan and others.