Envision Financial Systems, Inc. | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Envision Financial Systems, Inc. | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Updated February 13, 2026
Public ProfileLinkedInLinkedIn Profile

Envision Financial Systems, Inc.

Employees154
Revenue$9.7M

Industry & Market

Primary Industry
information technology & services
Location
Costa Mesa, California, United States

Funding Information

Annual Revenue
$9,717,000
Publicly traded company

Headcount Distribution

Total Employees
154
Departments
19

By Department

Department Breakdown

Engineering
Business Development
Support
Operations
Human Resources
Product Management
Others

Keywords & Focus Areas

mutual fund shareholder accounting systemfund accountingspeciality products for mf industrymutual fund trade analysis & compliancemutual fund subaccounting technology & solutionsportfolio management & accounting technology & solutionssoftware developmentcloud-based softwareapi integrationmulti-plan supportflexible software architectureopen system architecturecloud saas deploymentfund attribute managementalternative investmentscustomizable workflowscore recordkeeping systemtax reporting integrationdigital investor portalsportfolio analytics+10 more
30 total keywords

Overview

Envision Financial Systems, Inc. (ENFS) is a financial technology company founded in 1994 by Satnam Gambhir and Tim Kan. Based in Costa Mesa, California, with additional offices in Denver, Owings Mills, and Bangalore, ENFS specializes in real-time shareholder recordkeeping and servicing solutions for the financial services industry. The company supports over $6 trillion in investor assets and employs more than 200 people.

ENFS offers a flexible investor recordkeeping platform and related solutions that modernize operations and automate processes. Their core offerings include shareholder recordkeeping, subaccounting, and integrated workflow solutions. They also provide digital tools for trading and e-delivery, as well as specialized applications for trade monitoring and portfolio management. ENFS serves a variety of clients, including investment firms, transfer agents, and mutual funds, helping them improve efficiency and service quality through innovative technology.

Key Metrics

Total Employees
XXXX
Total number of employees
Engineering
XX
Number of employees in the engineering department
Sales Team
$XX
Number of employees in the sales department
Marketing
XX
Number of employees in the marketing department
Founded
XXXX
Year the company was founded
Revenue
$XXX,XXX,XXX
Total revenue of the company
Total Funding
$XXX M
Total funding of the company
Market Cap
$XXX,XXX
Market cap of the company

Get Complete Company Metrics

Dive deeper into employee structure, funding, revenue, and key performance indicators all in one place.

Start For Free

Contact

Company
Envision Financial Systems, Inc.
Headquarters
650 Town Center Drive, Suite 1800, Costa Mesa, CA 92626, US
Founded
1994
Languages
English
Industry
information technology & services

Technology Stack

Analytics & Tracking

Google Tag Manager

Social & Marketing

Not found

Database & Backend

Not found

Cloud & Infrastructure

Not found

Productivity

Not found

Compare similar companies to Envision Financial Systems, Inc.

Compare insights from companies similar to Envision Financial Systems, Inc., focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company NameRevenueNo. of EmployeesTypeFundingFounded InTop Executive
xxxxxxxx
$72579133Private-9878
xxxx
xxxxxxxxxx
$29455117Private-6074
xxxx
xxxxxxxxxx
$9864353Private-3232
xxxxx
xxxxxxxx
$6546051Private-1010
xxxxxx
xxx
$5373971Private-9615
xxxx

Discover Similar Companies Instantly

Explore detailed insights and analysis on companies related to your search.

Start For Free

Turn this profile into a pipeline

Find decision makers, more insights and contact information about this company on Bitscale

Start For Free

Schedule your demo now!

See how BitScale can supercharge your outbound sales in a 30-minute demo

Start for Free

Resources

Careers

Pricing

homeCommunity

Security

SayData

© 2026 Bitscale. Featherflow Technology Pvt Ltd.

LinkedInTwitterInstagramYouTube
AICPAGDPR
CCPAISO
LinkedInTwitterInstagramYouTube