Enfusion

Enfusion

Cloud-native SaaS for investment management operations

Overview

Enfusion provides a cloud-native, multi-tenant platform that unifies portfolio management, order and execution management, and accounting for asset managers. It delivers real-time data across front, middle, and back-office, helping portfolio managers and trading desks coordinate and access up-to-date information without switching apps. The platform is updated frequently without disruption and supports adding new asset classes with minimal operational changes, reducing complexity and cost from multiple systems. Operating on a subscription-based SaaS model with optional managed services, Enfusion serves hedge funds, institutional managers, and family offices; now part of Clearwater Analytics, it aims to cover the full investment lifecycle from trading to accounting.

About Enfusion

Simplify's Rating
Why Enfusion is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Fintech

Financial Services

Company Size

501-1,000

Company Stage

Acquired

Total Funding

$1.7B

Headquarters

Chicago, Illinois

Founded

1997

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Simplify's Take

What believers are saying

  • Revenue hit $201.6M in 2024 with 103% net dollar retention showing client loyalty.
  • Client base grew to 916 by 2024, adding 41 in Q4 mainly Americas.
  • Clearwater $1.5B acquisition in January 2025 expands TAM by $1.9B into hedge funds.

What critics are saying

  • Clearwater integration disrupts services, eroding loyalty and causing client churn.
  • Addepar steals share with AI analytics for family offices in 12-18 months.
  • Clearwater shareholders force Enfusion deprioritization, triggering client exodus in 18-36 months.

What makes Enfusion unique

  • Enfusion delivers cloud-native SaaS unifying front-to-back office operations for hedge funds.
  • Integráta platform automates 4,000+ funds with single golden dataset across asset classes.
  • Real-time visibility enables seamless upgrades and new asset class entry without overhauls.

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Funding

Total Funding

$1.7B

Above

Industry Average

Funded Over

3 Rounds

Acquisition funding comparison data is currently unavailable. We're working to provide this information soon!
Acquisition Funding Comparison
Coming Soon

Benefits

Health Insurance

401(k) Retirement Plan

Unlimited Paid Time Off

Commuter Benefits

Employee Assistance Program

Stock Price

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

-1%

2 year growth

1%
LeadsOnTrees
May 16th, 2025
FinFusion Secures $750K Seed Funding

FinFusion has secured a $750k seed round to boost Montreal's fintech innovation ecosystem. The company may focus on entrepreneurship development, investment opportunities, networking events, technology solutions, and research collaboration.

PYMNTS
Jan 17th, 2025
Fintech Ipo Index Gains 3% As Katapult Shares Vault Higher On Q4 Originations

Earnings season is officially here as the big banks weighed in this week. Although the quarterly reports have yet to come through for the denizens of the FinTech IPO Index, there was a notable bit of earnings-related news that sent the stock of Katapult soaring, up more than 49%. Katapult’s 4Q Update

Business Wire
Jan 16th, 2025
Clearwater Analytics to Acquire Enfusion for $1.5 Billion Expanding its Investment Management Platform with Front-to-Back Capabilities

Clearwater Analytics (NYSE: CWAN) (“Clearwater”) and Enfusion, Inc. (NYSE: ENFN) (“Enfusion”) today announced their entry into a definitive merger agr

Webrazzi
Jan 14th, 2025
Clearwater, Enfusion’U 1,5 Milyar Dolara Satın Alıyor

Clearwater Analytics, finansal teknoloji sektöründeki etkisini genişletmek amacıyla ABD merkezli yazılım şirketi Enfusion’u 1,5 milyar dolarlık bir anlaşmayla satın alacağını duyurdu.Edwin van Os tarafından kurulan Enfusion'un hissedarlarının her hisse için 5,85 dolar nakit ve Clearwater hissesi alacağını belirtelim. Enfusion'un hisse başına değerini 11,25 dolar olarak belirlendi. Satın alma haberinin ardından şirketin hisseleri yüzde 9 yükseldi.Yatırım portföyleri için finansal raporlama, muhasebe ve analiz hizmetleri sunan bir yazılım şirketi Clearwater CEO'su Sandeep Sahai, satın almanın iki şirketin birbirini tamamlayan hizmetleri sayesinde müşterilere daha kapsamlı bir çözüm sunacağını belirtti. “Clearwater işlem sonrası hizmetlere odaklanırken, Enfusion’un uzmanlık alanı işlem öncesi sistemler. Bu birleşme, müşterilerimiz için büyük bir fırsat yaratacak” diyerek satın alma anlaşmasının öneminin altını çizdi.Hedge fonlar ve yatırım fonlarına portföy yönetim ve risk sistemleri sağlayan Enfusion, 2024 yılı için 201-202 milyon dolar gelir hedefliyor.J.P. Morgan ve Goldman Sachs gibi finans sektörünün bilinen şirketlerinin danışmanlık yaptığı satın almanın, 2025 yılının ikinci çeyreğinde tamamlanması bekleniyor.Bu satın almanın Clearwater’ın uluslararası büyüme stratejisini desteklerken hedge fon sektörüne girmesini sağlıyor diyebiliriz

Business Wire
Mar 21st, 2024
Kayne Anderson Strengthens Investment Operations After Successful Platform Migration To Enfusion

NEW YORK--(BUSINESS WIRE)--Enfusion, a best-in-class software-as-a-service (SaaS) platform for investment managers, today announced the completion of the second phase of a strategic investment management platform migration by Kayne Anderson. Kayne Anderson is a leading alternative investment management firm focused on real estate, infrastructure, energy, credit, and growth capital. The first phase focused on Order and Execution Management and successfully concluded following a three-month disruption-free deployment. The second phase further consolidated Kayne Anderson’s front and back office onto a single platform with the implementation of Enfusion’s accounting module in under seven months. By consolidating previously disparate on-premise systems onto a single SaaS platform, Kayne Anderson has realized workflow optimizations across front-, middle-, and back-office functions. Improved order workflows have led to enhanced productivity and operational efficiency

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