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Envision Financial Systems

Envision Financial Systems Revenue

Software DevelopmentFlag of USCosta Mesa, California, United States201-500 Employees

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Envision Financial Systems revenue & valuation

Annual revenue$18,000,000
Revenue per employee$70,000
Estimated valuation?$57,600,000
Total fundingNo funding

Key Contact at Envision Financial Systems

Company overview

Headquarters650 Town Center Drive, Suite 1800, Costa Mesa, CA 92626, US
Phone number+17142470029
Website
SIC628
Keywords
Fund Accounting, Mutual Fund Shareholder Accounting System, Mutual Fund Trade Analysis And Compliance, Speciality Products For Mf Industry
Founded1994
Employees201-500
Socials

Envision Financial Systems Email Formats

Envision Financial Systems uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@enfs.com), used 61.5% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@enfs.com
61.5%
{first initial}.{last name}
j.doe@enfs.com
36.7%

About Envision Financial Systems

Envision is the leading provider of real-time shareholder recordkeeping and servicing solutions. Our product suite includes a shareholder recordkeeping and subaccounting solutions with integrated workflow and imaging; internet inquiry, trading and e-delivery solutions. Envision also offers a trade monitoring application that works with any recordkeeping platform and a portfolio management and accounting solution that unifies all the important technology needed to operate a Registered Investment Advisory firm. Using real-time open industry standard technology, configurable business rules and a customer-centric interface, our clients have significantly increased efficiency and service quality. Envision’s products enable Investment Companies, Service Providers, Brokerage Firms and Registered Investment Advisors to optimize productivity and increase customer satisfaction by allowing them to control and customize their business processes. Envision provides reliability for today’s challenges and flexibility for tomorrow’s opportunities.

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry
Manager
Senior

Employees by Department

Envision Financial Systems has 151 employees across 11 departments.

Departments

Number of employees

Funding Data

Envision Financial Systems has never raised funding before.

Envision Financial Systems Tech Stack

Discover the technologies and tools that power Envision Financial Systems's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Apache HTTP Server

Web servers

HubSpot WordPress plugin

HubSpot WordPress plugin

WordPress plugins

HubSpot Analytics

HubSpot Analytics

Analytics

GoDaddy

GoDaddy

Hosting

CivicTheme

CivicTheme

UI frameworks

Contact Form 7

Contact Form 7

Form builders

PHP

PHP

Programming languages

Open Graph

Open Graph

Miscellaneous

Site Kit

Site Kit

Analytics

WP Rocket

WP Rocket

Caching

Zoho

Zoho

CRM

HubSpot

HubSpot

Marketing automation

Frequently asked questions

Envision Financial Systems is located in Costa Mesa, California, US.
You can reach Envision Financial Systems at +17142470029.
Envision Financial Systems generates an estimated annual revenue of $18,000,000. This revenue figure reflects the company's market position and business performance in its industry.
Envision Financial Systems has an estimated valuation of $57,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Envision Financial Systems was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.
Envision Financial Systems has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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