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Envision Financial Systems celebrates 25 years

January 23, 2020

Envision Financial Systems celebrates 25 years

January 22, 2020 | Envision Financial Systems

Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology, recently celebrated the firm’s 25th anniversary at its Costa Mesa office. From its beginnings over lunch meetings in Newport Beach Park, Envision has built a shareholder accounting solutions business representing over 470 mutual fund families and 16.6 million shareholder investment positions, challenging the status quo in the financial services industry.

Envision Financial Systems was officially founded in October of 1994 by Satnam Gambhir, Timothy Kan and investor Alan Lewis. They chose the name “Envision” to capture their discontent with mainframe-based technologies and the future they saw for contemporary technology in servicing mutual fund shareholders.

“Envision Financial Systems has represented the quintessential American success story and we are immensely proud of all of the individuals who have made this journey possible,” said Gambhir, CEO and chief design officer. “Envision has used its belief in flexible technologies and providing personalized experiences to its customers to shake up an industry looking for alternatives to mainframe stalwarts. With an aggressive focus on improving the client experience, the future looks bright for Envision.”

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Matthew C. Strife
Blue Vault Services
April 11, 2016

Blue Vault's services are without question great resources for the review of the nontraded products offered.