Enfusion Inc. offers software-as-a-service for investment management industry in the United States, Europe, the Middle East, Africa, and the Asia Pacific. It provides portfolio management system, which generates a real-time investment book of record that consists of valuation and risk tools, which allows users to analyze aggregated or decomposed portfolio data for chief investment officers (CIOs) and portfolio managers; and order and execution management system that enables portfolio managers, traders, compliance teams, and analysts to electronically communicate trade orders for a variety of asset classes, manage trade orders, and systemically enforce trading regulations and internal guidelines. The company also offers accounting/general ledger system, a real-time accounting book of record for chief financial officers, chief operating officers, accountants, and operations teams; Enfusion analytics system, which enables CIOs, portfolio managers, traders, and analysts to analyze portfolios through time horizons and automate customized visualized reports for internal and external stakeholders; and technology-powered services. Enfusion Inc. was incorporated in 2021 and is headquartered in Chicago, Illinois.
IPO Year: 2021
Exchange: NYSE
Website: enfusion.com
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 5/10/2024 | $11.00 | Overweight | Morgan Stanley |
| 2/28/2024 | $9.00 → $8.00 | Neutral → Sell | Goldman |
| 1/30/2024 | $11.00 → $9.00 | Neutral → Underweight | JP Morgan |
| 11/7/2023 | $9.00 | Neutral | UBS |
| 4/3/2023 | $11.00 | Neutral | Piper Sandler |
| 3/15/2023 | $12.00 | Neutral | JP Morgan |
| 1/4/2023 | $15.00 → $10.00 | Neutral → Underperform | BofA Securities |
| 1/3/2023 | $13.00 → $12.00 | Equal-Weight → Overweight | Morgan Stanley |
| 10/3/2022 | $17.00 → $15.00 | Buy → Neutral | BofA Securities |
| 12/3/2021 | $24.00 → $22.00 | Equal-Weight | Morgan Stanley |
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8-K - Enfusion, Inc. (0001868912) (Filer)
25-NSE - Enfusion, Inc. (0001868912) (Subject)
10-K/A - Enfusion, Inc. (0001868912) (Filer)
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4 - Enfusion, Inc. (0001868912) (Issuer)
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4 - Enfusion, Inc. (0001868912) (Issuer)
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4 - Enfusion, Inc. (0001868912) (Issuer)
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Bolsters Leadership Bench With More Than 30 Years of Financial Management and Investor Relations Expertise CARMEL, Ind., April 22, 2025 /PRNewswire/ -- OPENLANE, Inc. (NYSE:KAR), a leading operator of digital marketplaces for wholesale used vehicles, announces the company has named Brad Herring as EVP and Chief Financial Officer effective May 27, 2025. Herring will be responsible for leading all financial, reporting and investor-facing functions across OPENLANE, including the company's capital investment strategy. Herring also joins OPENLANE's executive team and will report to CEO Peter Kelly.
Clearwater Will Deliver Industry's First Unified, Cloud-Native Front-to-Back Platform for Institutional Investors Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced the successful completion of its acquisition of Enfusion, Inc. (NYSE:ENFN), a leader in software-as-a-service (SaaS) solutions for the investment management and hedge fund sectors, in a deal valued at approximately $1.5 billion. This strategic combination positions Clearwater as the industry's first single-instance, multi-tenant, cloud-native platform to unify front, middle, and back-office investment operations. By integrating portfolio and order management,
Clearwater Analytics (NYSE:CWAN) ("Clearwater") and Enfusion, Inc. (NYSE:ENFN) ("Enfusion") today announced the preliminary results of the elections made by Enfusion shareholders of record regarding the form of merger consideration (the "Merger Consideration") they wish to receive in connection with Clearwater's acquisition of Enfusion (the "Transaction"). As previously disclosed, the deadline to have made such an election was 5:00 p.m. Eastern Time on April 16, 2025 (the "Election Deadline"). The parties expect to close the Transaction on April 21, 2025, subject to the approval of the Transaction by Enfusion shareholders and the satisfaction or waiver of other customary closing conditions
Clearwater Analytics (NYSE:CWAN) ("Clearwater") and Enfusion, Inc. (NYSE:ENFN) ("Enfusion") today announced that the deadline for Enfusion shareholders of record to elect the form of merger consideration (the "Merger Consideration") they wish to receive in connection with Clearwater's acquisition of Enfusion (the "Transaction") is 5:00 p.m. Eastern Time on April 16, 2025 (such deadline, as it may be extended, the "Election Deadline"). Enfusion shareholders who hold shares through a bank, broker or other nominee may be subject to an earlier election deadline and must carefully review and properly complete any election materials they received from their bank, broker or other nominee regardin
Enfusion, Inc. ("Enfusion") (NYSE:ENFN), a leading provider of software-as-a-service (SaaS) solutions for investment managers, today announced financial results for the fourth quarter and full year ended December 31, 2024. Fourth Quarter 2024 Financial Highlights: Total revenue was $52.9 million, up 13.9% compared to the same period in the prior year. Gross Profit was $36.5 million with a Gross Profit Margin of 69.0%. Adjusted Gross Profit was $36.9 million with an Adjusted Gross Profit Margin of 69.6%. Net Income was $0.2 million with a Net Income Margin of 0.3%. Adjusted EBITDA was $12.3 million, up 25.3% compared to the same period in the prior year. Operating Cash Fl
Clearwater Analytics Holdings, Inc. (NYSE:CWAN) ("Clearwater" or the "Company"), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, and Enfusion, Inc. (NYSE:ENFN) ("Enfusion"), a leader in software-as-a-service solutions for the investment management and hedge fund industry, today announced the expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 (the "HSR Act"), in connection with Clearwater's previously announced proposed acquisition of Enfusion. The expiration of the waiting period occurred at 11:59 p.m. on February 24, 2025. The expiration of the waiting period under the HSR Act s
Clearwater Analytics Holdings, Inc. (NYSE:CWAN), ("Clearwater" or the "Company"), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced that it is launching a proposed senior secured Term Loan B Facility due 2033 in an aggregate principal amount of $800.0 million (the "Term Loan"). Clearwater intends to use proceeds from the Term Loan, together with the issuance of equity, to fund the previously announced acquisition of Enfusion, Inc. (NYSE:ENFN) ("Enfusion") for a total transaction price of approximately $1.5 billion. About Clearwater Analytics Clearwater Analytics (NYSE:CWAN), a global, industry-leading SaaS
Investor Conference Call Scheduled for Today at 8:30 a.m. ET Clearwater Analytics (NYSE:CWAN) ("Clearwater") and Enfusion, Inc. (NYSE:ENFN) ("Enfusion") today announced their entry into a definitive merger agreement for Clearwater to acquire Enfusion, a leader in software-as-a-service (SaaS) solutions for the investment management and hedge fund industry. The purchase price is $11.25 per share, delivered in an approximately equal mix of cash and stock. Additionally, Clearwater will pay $30 million to terminate Enfusion's tax receivable agreement (TRA). This equates to a purchase price of approximately $1.5 billion. This press release features multimedia. View the full release here: https
Investment will help Orbus accelerate organic and inorganic growth, drive international expansion, and further cement the company's position as the leading AI-driven enterprise architecture platform. Orbus Software ("Orbus"), a global market-leading provider of SaaS enterprise transformation software, today announced a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. FTV is investing alongside co-control partner SilverTree Equity, a London-based software specialist investor that has supported Orbus since its investment in December 2020. The investment will fuel Orbus's continued expansion into the United States and other high-growth ma
Enfusion, Inc. ("Enfusion") (NYSE:ENFN), a leading provider of software-as-a-service (SaaS) solutions for investment managers, today announced that Enfusion's Chief Financial Officer, Brad Herring, and Chief Operating Officer, Neal Pawar, will participate at the following investor events: Wells Fargo 8th Annual TMT Summit on Tuesday, December 3, 2024 UBS Global Technology and AI Conference on Wednesday, December 4, 2024 Live audio webcasts and archived replays of the events will be available in the Events & Presentations section of the Enfusion Investor Relations website at http://ir.enfusion.com. About Enfusion Enfusion's investment management software-as-a-service platform re
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Morgan Stanley resumed coverage of Enfusion with a rating of Overweight and set a new price target of $11.00
Goldman downgraded Enfusion from Neutral to Sell and set a new price target of $8.00 from $9.00 previously
JP Morgan downgraded Enfusion from Neutral to Underweight and set a new price target of $9.00 from $11.00 previously
UBS initiated coverage of Enfusion with a rating of Neutral and set a new price target of $9.00
Piper Sandler initiated coverage of Enfusion with a rating of Neutral and set a new price target of $11.00
JP Morgan initiated coverage of Enfusion with a rating of Neutral and set a new price target of $12.00
BofA Securities downgraded Enfusion from Neutral to Underperform and set a new price target of $10.00 from $15.00 previously
Morgan Stanley upgraded Enfusion from Equal-Weight to Overweight and set a new price target of $12.00 from $13.00 previously
BofA Securities downgraded Enfusion from Buy to Neutral and set a new price target of $15.00 from $17.00 previously
Morgan Stanley reiterated coverage of Enfusion with a rating of Equal-Weight and set a new price target of $22.00 from $24.00 previously
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FTV Capital, a leading sector-focused growth equity investment firm, today announced its inclusion for the fourth consecutive year on Inc.'s annual Founder-Friendly Investors list, which honors the private equity, venture capital firms and lenders with a track record of backing founder-led companies. This year's list recognizes 269 firms that believe in backing founder-led businesses and helping them thrive, demonstrated by their successful track records of collaboration and remaining actively involved with their portfolio companies to drive growth. "We are honored to be recognized again by Inc. for our ongoing commitment to serving as a collaborative, strategic partner to founders and ent
Appointments of Arman Artuc to Head of Engineering, and Jesper Cordes to Head of Client Services Americas, Will Further Elevate Enfusion's Operations as an Investment Technology Industry Leader Enfusion, Inc. ("Enfusion") (NYSE:ENFN), a leading provider of software-as-a-service (SaaS) solutions for investment managers, announced today the appointments of Arman Artuc to Head of Engineering and Jesper Cordes to Head of Client Services Americas. These additions to the leadership team reinforce the company's position as a global leader in investment technology and services, which enables Enfusion to continue to attract top-performing industry experts and innovators to its ranks. Enfusion is s
Transformative acquisition will position ZEMA as global leader in offering high-quality enterprise data management and analytics for the energy and commodities industry ZEMA Global Data Corporation (formerly ZE PowerGroup), a leading provider of enterprise data management and analytics for the commodity and energy sectors, today announced its plans to acquire Morningstar Commodity Data, a provider of commodities and energy data and insights. The transaction is expected to close later this month. The business will serve a diverse portfolio of over 200 enterprises with an expanded product offering and broader geographic operations to support customers around the world. The announcement come
As part of the expansion, Richard Earnshaw joins as partner to lead new office and FTV's European investing efforts alongside growing team FTV Capital, a prominent sector-focused growth equity investment firm with a successful 25+-year track record of investing in financial and enterprise technology, today announced the opening of its London office to serve as the firm's hub for UK and European investments. FTV also announced Richard Earnshaw has joined the firm as partner to lead and grow the London-based team while deepening the firm's investing efforts throughout Europe. Located in Mayfair, FTV's London office joins the firm's existing offices in New York, San Francisco and Connecticut
Founder Bob Kaufman transitions to chairman of the board ConnexPay, the world's first all-in-one payments platform, today announced the appointment of Ben Peters as chief executive officer. Peters brings more than two decades of experience leading and scaling global payments and vertical software companies. Bob Kaufman, founder of ConnexPay, will remain actively involved in the business, assuming the role of chairman of the board of directors and working alongside Peters to continue driving ConnexPay's strong growth trajectory. "Under Bob's leadership, ConnexPay has built a unique end-to-end platform to both accept and make payments globally that is transforming payments experiences for
Forge Global Holdings, Inc. (NYSE:FRGE) ("Forge"), a global private securities marketplace, announced today the appointment of Larry Leibowitz to its Board of Directors, as well as its Compensation Committee. Mr. Leibowitz brings to Forge decades of entrepreneurial and corporate leadership experience in capital markets, financial technology and asset management. He is currently the CEO of Entrypoint Capital, a quantitative investment management firm, and has also held executive and board positions at a myriad of other companies in the financial services and investment sectors, including as the Chief Operating Officer, Head of Global Equities Markets, and Member of the Board of Directors o
Neal Pawar brings decades of experience as a financial services and technology leader to Enfusion, having previously served in executive and leadership roles at AQR Capital Management, D.E. Shaw, Deutsche Bank, and UBS Wealth Management Enfusion, Inc. ("Enfusion") (NYSE:ENFN), a leading provider of cloud-native software-as-a-service (SaaS) solutions for investment managers, announced today that it has appointed Neal Pawar to serve as Enfusion's Chief Operating Officer (COO) effective November 27, 2023. As Enfusion continues to accelerate its growth trajectory and reinforce its market leadership position, Mr. Pawar will play a key role in shaping the next phase of Enfusion's business str
Seasoned SaaS Marketing Executive to Strengthen RethinkFirst's Leadership in Delivering Data-Driven Behavioral Health Solutions Across the Globe NEW YORK, Sept. 19, 2023 /PRNewswire/ -- RethinkFirst, the leading SaaS software and solutions provider in behavioral health, today announced that it has appointed Lorelei Lenzen Skillman as its new chief marketing officer. Lenzen Skillman brings more than 25 years of experience building and transforming brands through innovative marketing, demand generation and communications programs, and will oversee marketing across all RethinkFirst divisions.
BOSTON and AMSTERDAM and SYDNEY, May 2, 2023 /CNW/ -- Zone & Co, the leading provider of scalable, cloud-based finance operations software solutions built on the Oracle NetSuite platform, today announced the appointment of seasoned FinTech leader Thomas Kim as its new Chief Executive Officer. With this, the company is ready to accelerate its growth and rapidly expand its international footprint. Kim has an extensive background leading innovative financial technology companies through hyper-growth phases. Most recently he served as CEO of Enfusion, a global leader in investment
Veteran public company CFO brings successful FinTech, SaaS, and growth stage company experience Enfusion, Inc. ("Enfusion") (NYSE:ENFN), a leading provider of cloud-native SaaS solutions for investment managers, today announced the appointment of Brad Herring as Chief Financial Officer. "We are pleased to have Mr. Herring join Enfusion's leadership team," said Oleg Movchan, Interim Chief Executive Officer at Enfusion. "He brings a significant and successful track record as a public company CFO along with deep operational, control, compliance, and capital markets experience. We look forward to learning from him as we take Enfusion through the next phase of our growth." Mr. Herring is an a
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Clearwater Will Deliver Industry's First Unified, Cloud-Native Front-to-Back Platform for Institutional Investors Clearwater Analytics (NYSE:CWAN), the most comprehensive technology platform for investment management, today announced the successful completion of its acquisition of Enfusion, Inc. (NYSE:ENFN), a leader in software-as-a-service (SaaS) solutions for the investment management and hedge fund sectors, in a deal valued at approximately $1.5 billion. This strategic combination positions Clearwater as the industry's first single-instance, multi-tenant, cloud-native platform to unify front, middle, and back-office investment operations. By integrating portfolio and order management,
Enfusion, Inc. ("Enfusion") (NYSE:ENFN), a leading provider of software-as-a-service (SaaS) solutions for investment managers, today announced financial results for the fourth quarter and full year ended December 31, 2024. Fourth Quarter 2024 Financial Highlights: Total revenue was $52.9 million, up 13.9% compared to the same period in the prior year. Gross Profit was $36.5 million with a Gross Profit Margin of 69.0%. Adjusted Gross Profit was $36.9 million with an Adjusted Gross Profit Margin of 69.6%. Net Income was $0.2 million with a Net Income Margin of 0.3%. Adjusted EBITDA was $12.3 million, up 25.3% compared to the same period in the prior year. Operating Cash Fl
Investor Conference Call Scheduled for Today at 8:30 a.m. ET Clearwater Analytics (NYSE:CWAN) ("Clearwater") and Enfusion, Inc. (NYSE:ENFN) ("Enfusion") today announced their entry into a definitive merger agreement for Clearwater to acquire Enfusion, a leader in software-as-a-service (SaaS) solutions for the investment management and hedge fund industry. The purchase price is $11.25 per share, delivered in an approximately equal mix of cash and stock. Additionally, Clearwater will pay $30 million to terminate Enfusion's tax receivable agreement (TRA). This equates to a purchase price of approximately $1.5 billion. This press release features multimedia. View the full release here: https
Enfusion, Inc. ("Enfusion") (NYSE:ENFN), a leading provider of software-as-a-service (SaaS) solutions for investment managers, has posted its third quarter 2024 financial results as part of its Q3 2024 Shareholder Letter which can be viewed by navigating to the Financials section of its Investor Relations website at http://ir.enfusion.com. 3Q24 Earnings Conference Call Management will host a conference call today, November 4, 2024, at 8:30 AM ET to discuss the results. To pre-register for the live teleconference of the second quarter earnings call, please use this link. To access this call, dial (888) 596-4144. The conference ID number is 9652536. The earnings conference call will also
Enfusion, Inc. ("Enfusion") (NYSE:ENFN), a leading provider of software-as-a-service (SaaS) solutions for investment managers, today announced it will release its third quarter 2024 financial results before the U.S. financial markets open on Monday, November 4, 2024. Management will host a conference call and webcast that same morning at 8:30 AM (ET) / 5:30 AM (PT) to discuss the results. To access this call, dial (888) 596-4144. The conference ID number is 9652536. A live webcast of this conference call will be available on the Investor Relations page of Enfusion's website, http://ir.enfusion.com, and a replay will be archived on the website as well. About Enfusion Enfusion's investment
Enfusion, Inc. ("Enfusion") (NYSE:ENFN), a leading provider of software-as-a-service (SaaS) solutions for investment managers, has posted its second quarter 2024 financial results as part of its Q2 2024 Shareholder Letter which can be viewed by navigating to the Financials section of its Investor Relations website at http://ir.enfusion.com. 2Q24 Earnings Conference Call Management will host a conference call today, August 6, 2024, at 8:30 AM ET to discuss the results. To pre-register for the live teleconference of the second quarter earnings call, please use this link. To access this call, dial (888) 596-4144. The conference ID number is 9652536. The earnings conference call will al
Enfusion, Inc. ("Enfusion") (NYSE:ENFN), a leading provider of software-as-a-service (SaaS) solutions for investment managers, today announced it will release its second quarter 2024 financial results before the U.S. financial markets open on Tuesday, August 6, 2024. Management will host a conference call and webcast that same morning at 5:30 AM (PT) / 8:30 AM (ET) to discuss the results. To access this call, dial (888) 596-4144. The conference ID number is 9652536. A live webcast of this conference call will be available on the Investor Relations page of Enfusion's website, http://ir.enfusion.com, and a replay will be archived on the website as well. About Enfusion Enfusion's investm
Enfusion, Inc. ("Enfusion") (NYSE:ENFN), a leading provider of software-as-a-service (SaaS) solutions for investment managers, has posted its first quarter 2024 financial results as part of its 1Q 2024 Shareholder Letter which can be viewed by navigating to the Financials section of its Investor Relations website at http://ir.enfusion.com. 1Q24 Earnings Conference Call Management will host a conference call today, May 9, 2024, at 8:30 am ET to discuss the results. To pre-register for the live teleconference of the first quarter earnings call, please use this link. To access this call, dial (888) 596-4144. The conference ID number is 9652536. The earnings conference call will also be
Enfusion, Inc. ("Enfusion") (NYSE:ENFN), a leading provider of software-as-a-service (SaaS) solutions for investment managers, today announced it will release its first quarter 2024 financial results before the U.S. financial markets open on Thursday, May 9, 2024. Management will host a conference call and webcast that same morning at 5:30 AM (PT) / 8:30 AM (ET) to discuss the results. To access this call, dial (888) 596-4144. The conference ID number is 9652536. A live webcast of this conference call will be available on the Investor Relations page of Enfusion's website, http://ir.enfusion.com, and a replay will be archived on the website as well. About Enfusion Enfusion's investment
Enfusion, Inc. ("Enfusion") (NYSE:ENFN), a leading software-as-a-service (SaaS) platform for investment managers, has posted its fourth quarter and full year 2023 financial results as part of its 4Q 2023 Shareholder Letter which can be viewed here or by navigating to the Financials section of its Investor Relations website which can be found at http://ir.enfusion.com. 4Q23 Earnings Conference Call Management will host a conference call today, March 12, 2024, at 8:30 am ET to discuss the results. To pre-register for the live teleconference of the fourth quarter earnings call, please use this link. To access this call, dial (888) 596-4144. The conference ID number is 9652536. The earn
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