Enfusion Analysis: $150M Raised
What is Enfusion?
Enfusion is a company that simplifies investment management operations by integrating front, middle, and back-office functions into a single cloud-native SaaS platform. Their mission is to provide a unified solution that enhances operational efficiency and data accuracy through a shared golden data set. Key services offered by Enfusion include investment management software, portfolio management, risk management, and reporting solutions tailored for asset managers and financial institutions.
Employees
1,102
Founded
1997
Industry
Investment
Funding Amount
$150M
Industry Type
Investment
Latest Funding Round Size
$150M
Product Features & Capabilities
- Enfusion by CWAN: unified portfolio and order execution
- Beacon by CWAN: cross-asset trading and risk management
- Investment data management
- Portfolio and order management
- Investment book of record (IBOR)
- Risk and performance monitoring
- Accounting and reporting
- Pre- and post-trade compliance
- Alternatives asset solutions
- NAIC reporting
- Solvency II compliance
Use Cases
Manage global portfolios with real-time visibility across asset classes; Scale multi-asset and alternative strategies; Unify front, middle, and back office operations with a single security master; Monitor real-time risk exposure across geographies; Automate compliance with end-to-end pre- and post-trade oversight; Process $10T in assets across public and private markets; Simplify NAIC and Solvency II reporting
How much Enfusion raised
Funding Round - $150M
RecentCompetitors
The main competitors of Enfusion in the fintech space include:
- Equifax
- QuoteMedia
- FactSet
- Limina IMS
- Bloomberg AIM
- Broadridge Paladyne
- Charles River
- SS&C Eze
- FINBOURNE Technology
- Canoe Intelligence
- WealthFluent
- BlackRock
- State Street
- Numerix
- Softpak
- eFront
- Kinetix Trading Solutions
- Allvue Systems
Key Products
Enfusion offers a range of key products and services designed to simplify investment management operations, including:
- Portfolio Management: Enables users to construct and manage portfolios with real-time profit and loss (P&L) and exposure tracking.
- Order and Execution Management: Provides trade order management with built-in compliance features.
- Accounting: Features an automatically reconciled general ledger to streamline financial operations.
- Analytics: Offers insights into investment performance, helping users understand the how and why behind their results.
- Portfolio Workbench: Facilitates easy construction and rebalancing of portfolios with advanced features.
- Managed Services: Includes middle-office and back-office solutions to enhance operational efficiency and reduce costs associated with regulatory compliance and reconciliations.
Recent News
Recent news related to Enfusion includes the announcement of a merger with Clearwater Analytics. Enfusion shareholders must choose their payment type by April 16, 2025, as part of this acquisition process. The merger, valued at $1.5 billion, aims to enhance Clearwater's investment management platform by integrating Enfusion's SaaS solutions. Additionally, there are ongoing investigations regarding the adequacy of the sale price and process by legal firms.
Other Considerations
Serves 2,400 global clients; Manages $10T in assets; Recognized as Best EMS/OMS Provider in Fund Intelligence Operations and Services Awards; Named Best Institutional Investment Solution at FinTech Breakthrough Awards; Trusted by leading firms including Blackstone, Qualcomm, and China Taiping; Single-instance, multi-tenant architecture with real-time updates and no downtime
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