What departments does Envision Financial Systems, Inc. have?

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

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

The largest department at Envision Financial Systems, Inc. is Analytics with 8 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 is the leading provider of real-time shareholder recordkeeping and servicing solutions. Our product suite includes a shareholder recordkeeping and subaccounting solutions with integrated workflow and imaging; internet inquiry, trading and e-delivery solutions.  Envision also offers a trade monitoring application that works with any recordkeeping platform and a portfolio management and accounting solution that unifies all the important technology needed to operate a Registered Investment Advisory firm. 

Using real-time open industry standard technology, configurable business rules and a customer-centric interface, our clients have significantly increased efficiency and service quality. Envision’s products enable Investment Companies, Service Providers, Brokerage Firms and Registered Investment Advisors to optimize productivity and increase customer satisfaction by allowing them to control and customize their business processes. 

Envision provides reliability for today’s challenges and flexibility for tomorrow’s opportunities.

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

Envision Financial Systems, Inc. Global Highlights

Asia
196

India
195
Japan
1

North America
73

United States Of America
71
Canada
2

Oceania
1

Australia
1

Envision Financial Systems, Inc.'s Leadership

B. J.
Chief Operating Officer
Mobile Phone
Email
M. M.
Vice President Of Client Management
Mobile Phone
Email
M. B.
President
Mobile Phone
Email
M. P.
Owner
Mobile Phone
Email
T. U.
Vice President
Mobile Phone
Email
J. G.
Executive Vice President
Mobile Phone
Email
A. G.
India Delivery Head
Mobile Phone
Email
J. B.
Director Of Finance/Hr
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. J.
Chief Operating Officer
Mobile Phone
Email
United StatesMassachusetts
Apr 01, 2026
M. P.
Owner
Mobile Phone
Email
Oct 16, 2024
M. B.
President
Mobile Phone
Email
Oct 16, 2024
T. U.
Vice President
Mobile Phone
Email
United StatesColorado
Apr 15, 2026
J. G.
Executive Vice President
Mobile Phone
Email
United StatesPennsylvania
Apr 21, 2026
M. M.
Vice President Of Client Management
Mobile Phone
Email
United StatesColorado
Apr 16, 2026
A. G.
India Delivery Head
Mobile Phone
Email
IndiaKarnataka
Nov 25, 2025
J. B.
Director Of Finance/Hr
Mobile Phone
Email
United StatesMissouri
Apr 23, 2026
D. A.
Assistant To Director Of Finance
Mobile Phone
Email
JapanKanagawa
Jan 30, 2024
K. K.
Manager - Hr
Mobile Phone
Email
IndiaKarnataka
Mar 25, 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. The company's main headquarters is located in 650 Town Center Drive Suite 1800 Costa Mesa, California 92626 United States; 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 272 employees as of April 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 April 2026, Envision Financial Systems, Inc.'s key employees include:

Chief Operating Officer: B. J.
Vice President Of Client Management: M. M.
President: M. B.
Owner: M. P.
Vice President: T. U.

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