What departments does Envision Financial Systems, Inc. have?

Envision Financial Systems, Inc. has employees across 11 departments including Entrepreneurship, Supply Chain, Finance, Human Resources, Analytics.

What is the largest department at Envision Financial Systems, Inc.?

The largest department at Envision Financial Systems, Inc. is Program & Project Management with 9 employees.

Where are Envision Financial Systems, Inc. employees located globally?

Envision Financial Systems, Inc. has employees across 3 continents and 5 countries including India, Japan, United States Of America, Canada, Australia.

How has Envision Financial Systems, Inc.'s team size changed over time?

Envision Financial Systems, Inc.'s team has grown from approximately 212 to 216 employees based on available data.

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.

Envision Financial Systems, Inc. Global Highlights

Asia
199

India
198
Japan
1

North America
72

United States Of America
70
Canada
2

Oceania
1

Australia
1

Envision Financial Systems, Inc.'s Leadership

M. B.
President
Mobile Phone
Email
M. P.
Owner
Mobile Phone
Email
A. G.
India Delivery Head
Mobile Phone
Email
D. A.
Assistant To Director Of Finance
Mobile Phone
Email
K. K.
Manager - Hr
Mobile Phone
Email
H. S.
Assistant Manager Human Resources
Mobile Phone
Email
A. C.
Manager Business Analysis
Mobile Phone
Email
A. S.
Associate Manager
Mobile Phone
Email

Envision Financial Systems, Inc. Employee Metrics

100%

50%

0%

2026

2025

Analytics
Engineering
Administrative
Business
Program & Project Management
Other

Contact profiles from Envision Financial Systems, Inc.

Name

Title

Contact Info

Location

Last Update

B. K. G.
Technical Lead
Mobile Phone
Email
IndiaKarnataka
Jul 03, 2026
G. B.
Associate Manager - Quality Control
Mobile Phone
Email
India
Apr 13, 2026
K. S.
Project Leader
Mobile Phone
Email
IndiaKarnataka
Oct 20, 2025
C. W.
Learning And Development Manager
Mobile Phone
Email
Mar 16, 2026
K. T.
Associate Manager
Mobile Phone
Email
IndiaKarnataka
Sep 10, 2025
A. C.
Quality Control Manager
Mobile Phone
Email
IndiaKarnataka
Feb 17, 2026
J. R.
Manager
Mobile Phone
Email
IndiaKarnataka
Jun 28, 2026
M. P.
Project Lead Business Analyst
Mobile Phone
Email
IndiaKarnataka
Jul 08, 2026
S. P.
Senior Lead
Mobile Phone
Email
IndiaKarnataka
Oct 24, 2025
G. B.
Deputy Manager -Qc
Mobile Phone
Email
IndiaKarnataka
May 28, 2026

Frequently Asked Questions

What is Envision Financial Systems, Inc. known for?

Envision Financial Systems, Inc. was founded in 1994 operates in the Software Development industry; you can contact the 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?

Envision Financial Systems, Inc. employees' email format typically follows the pattern of . 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?

Envision Financial Systems, Inc. has approximately 273 employees as of July 2026. These team members are located across 3 continents, including AsiaNorth AmericaOceania.

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

As of July 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.

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Envision Financial Systems, Inc. Employee Directory

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