Enfusion offers an integrated, cloud-native SaaS platform that unifies front-, middle- and back-office investment management workflows. Its product suite includes portfolio management, order management, trading, operations, accounting and investor relations capabilities, aimed at simplifying workflows and reducing clients' technology footprints. The company serves over 550 clients from nine global offices and signed 160 new fund managers to the platform in 2020, with notable triple-digit growth in APAC. Enfusion reported another record year of client growth and positions its technology as breaking informational and operational constraints for asset managers. Leadership emphasizes expanding the company’s global reach and continuing to solve clients’ most challenging operational problems. The company recently secured a large strategic investment that supports its next phase of strategic growth. Enfusion Systems provides Integráta, a cloud-based platform offering complete office functionality for asset managers. Integráta includes order and execution management, portfolio management, valuation and risk, full fund accounting, third-party connectivity, reconciliations, reporting and fund services via a single data set. The company was launched in 2006 by Tarek Hammoud (managing partner and CEO) and Jason Morris (president). Enfusion has offices in Chicago, New York, London and Hong Kong. The company intends to use proceeds from the investment to continue investing in technology, product and client-centric service enhancements. The article did not disclose any revenue or user metrics.

Total raised

$150M

Funding rounds

2

Latest round

Equity

Latest activity

Jan 2021