LeadIQ logo
Learn more at LeadIQ.com
Envision Financial Systems, Inc. logo

Envision Financial Systems, Inc. Employee Directory

Software DevelopmentCalifornia, United States201-500 Employees

Envision Financial Systems, Inc. provides real-time shareholder recordkeeping and servicing capabilities for financial services firms. Its offerings include a shareholder recordkeeping and subaccounting platform with integrated workflow and imaging, along with internet inquiry, trading and e-delivery tools; it also includes a trade-monitoring application compatible with any recordkeeping system and a portfolio management and accounting solution for Registered Investment Advisors. Built on real-time technology with configurable business rules and a user-friendly interface, the suite aims to boost efficiency and service quality by enabling clients to customize their business processes. Based in Costa Mesa, California, Envision serves investment companies, service providers, brokerage firms and RIAs seeking integrated, reliable platforms to operate their businesses. In January 2026, it launched AltsKeeper, a bundled solution designed to support a wide range of alternative and semi-liquid investment products on a single configurable platform.

Find Envision Financial Systems, Inc. employees' phone numbers or email addresses

Envision Financial Systems, Inc. Global Highlights

Location
Employees

Asia
199

Minus sign iconPlus sign icon
  • India
    198
  • Japan
    1

North America
72

Minus sign iconPlus sign icon
  • United States Of America
    70
  • Canada
    2

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

Envision Financial Systems, Inc.'s Leadership

  • President at Envision Financial Systems, Inc.
    M. B.
    President
    Mobile Phone
  • Owner at Envision Financial Systems, Inc.
    M. P.
    Owner
    Mobile Phone
  • India Delivery Head at Envision Financial Systems, Inc.
    A. G.
    India Delivery Head
    Mobile Phone
  • Assistant To Director Of Finance at Envision Financial Systems, Inc.
    D. A.
    Assistant To Director Of Finance
    Mobile Phone
  • Manager - Hr at Envision Financial Systems, Inc.
    K. K.
    Manager - Hr
    Mobile Phone
  • Assistant Manager Human Resources at Envision Financial Systems, Inc.
    H. S.
    Assistant Manager Human Resources
    Mobile Phone
  • Manager Business Analysis at Envision Financial Systems, Inc.
    A. C.
    Manager Business Analysis
    Mobile Phone
  • Associate Manager at Envision Financial Systems, Inc.
    A. S.
    Associate Manager
    Mobile Phone

Envision Financial Systems, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Analytics
  • Engineering
  • Administrative
  • Business
  • Program & Project Management
  • Other
  • Human Resources

Contact profiles from Envision Financial Systems, Inc.

Name
Title
Contact
Location
Last Update
  • Owner at Envision Financial Systems, Inc.
    M. P.
    Owner
    Mobile Phone
    Oct 16, 2024
  • President at Envision Financial Systems, Inc.
    M. B.
    President
    Mobile Phone
    Oct 16, 2024
  • India Delivery Head at Envision Financial Systems, Inc.
    A. G.
    India Delivery Head
    Mobile Phone
    India, Karnataka
    Aug 28, 2026
  • Assistant To Director Of Finance at Envision Financial Systems, Inc.
    D. A.
    Assistant To Director Of Finance
    Mobile Phone
    Japan, Kanagawa
    Jan 30, 2024
  • Manager - Hr at Envision Financial Systems, Inc.
    K. K.
    Manager - Hr
    Mobile Phone
    India, Karnataka
    Jun 26, 2026
  • Assistant Manager Human Resources at Envision Financial Systems, Inc.
    H. S.
    Assistant Manager Human Resources
    Mobile Phone
    India, Karnataka
    Jun 24, 2026
  • Manager Business Analysis at Envision Financial Systems, Inc.
    A. C.
    Manager Business Analysis
    Mobile Phone
    India, Karnataka
    Mar 25, 2026
  • Associate Manager at Envision Financial Systems, Inc.
    A. S.
    Associate Manager
    Mobile Phone
    India, Karnataka
    Nov 16, 2025
  • Sr. Manager - Information Development Group at Envision Financial Systems, Inc.
    G. A.
    Sr. Manager - Information Development Group
    Mobile Phone
    India, Karnataka
    Jul 03, 2026
  • Manager - Business Analysis at Envision Financial Systems, Inc.
    N. S.
    Manager - Business Analysis
    Mobile Phone
    India, Karnataka
    Jun 26, 2026

Frequently Asked Questions

What is Envision Financial Systems, Inc. known for?

Minus sign iconPlus sign iconEnvision Financial Systems, Inc. was founded in 1994 and operates in the Software Development industry. You can contact Envision Financial Systems, Inc.'s main corporate office by phone at
+1-949-679-****
. Explore Envision Financial Systems, Inc.'s company overview page for more information.

What is Envision Financial Systems, Inc.'s most common email format?

Minus sign iconPlus sign iconEnvision Financial Systems, Inc. employees' email format typically follows the pattern of First.Last@enfs.com. Trying to find reliable and up-to-date employee contact data? Find more Envision Financial Systems, Inc. email formats with LeadIQ.

How many employees does Envision Financial Systems, Inc. have currently?

Minus sign iconPlus sign iconEnvision Financial Systems, Inc. has approximately 280 employees as of August 2026. These team members are located across 3 continents, including Asia, North America and Oceania.

Who are Envision Financial Systems, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Envision Financial Systems, Inc.'s key employees include:

  • President: M. B.
  • Owner: M. P.
  • India Delivery Head: A. G.
  • Assistant To Director Of Finance: D. A.
  • Manager - Hr: K. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.