Enfusion

LiquidityBook Appoints Trading Technology Industry Veteran Jason Morris as President

Retrieved on: 
Monday, January 29, 2024
Head, Jason Morris, Face, Knowledge, Operation, Enfusion, FIX, HR, Marketing, POEMS, Corporate development, Growth, Management

NEW YORK, Jan. 29, 2024 /PRNewswire/ -- LiquidityBook, a leading provider of cloud-native buy- and sell-side trading solutions, is pleased to announce the appointment of Jason Morris as its new President. With an impressive track record in the industry and prior executive leadership roles, Morris brings a wealth of knowledge and expertise to the position. This new hire continues LiquidityBook's growth strategy, which encompasses the full range of strategic hires throughout the organization, growth via M&A and enhancing products and services to more holistically serve a growing clientele.

Key Points: 
  • NEW YORK, Jan. 29, 2024 /PRNewswire/ -- LiquidityBook, a leading provider of cloud-native buy- and sell-side trading solutions, is pleased to announce the appointment of Jason Morris as its new President.
  • With an impressive track record in the industry and prior executive leadership roles, Morris brings a wealth of knowledge and expertise to the position.
  • "LiquidityBook has already established itself as a trusted partner within the financial industry by consistently delivering cutting-edge solutions that empower clients," added Morris.
  • The addition of Jason Morris further strengthens its commitment to providing best-in-class products and services to this industry.

Enfusion Announces Appointment of Chief Operating Officer

Retrieved on: 
Monday, November 20, 2023
Software, Data Analytics, Finance, Asset Management, Data Management, Professional Services, Technology, Fintech, Principal, Brown University, NYSE, Engineering, Computer science, UBS, Heart, Lead, Software as a service, Deutsche Bank, Growth, AQR Capital, Institution, Management, Enfusion

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.

Key Points: 
  • 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.
  • “Neal is an incredibly exciting and timely addition to Enfusion’s leadership team,” said Oleg Movchan, Chief Executive Officer of Enfusion.
  • Prior to that, Mr. Pawar served as Group Chief Information Officer at Deutsche Bank, Principal and Chief Technology Officer at AQR Capital Management, Chief Information Officer at UBS Wealth Management, and Managing Director at D.E.
  • I am excited to bring this, as well as the experience I've gained operating a large, global SaaS business, to Enfusion.”

Enfusion Launches Portfolio Workbench, Empowering Portfolio Managers to Seamlessly Rebalance Multi-Asset Portfolios

Retrieved on: 
Tuesday, October 10, 2023
Other Professional Services, Software, Finance, Asset Management, Data Management, Professional Services, Technology, Other Technology, Workflow, Risk, NYSE, Asset management, Renewable energy, Video game, Enfusion

Enfusion, Inc. (“Enfusion”) (NYSE:ENFN), a leading provider of a cloud-native software-as-a-service (“SaaS”) platform for investment managers and asset owners, announced today the release of Portfolio Workbench, new platform functionality that empowers portfolio managers (“PMs”) to seamlessly manage and adjust their portfolios using a highly-intuitive user interface.

Key Points: 
  • Enfusion, Inc. (“Enfusion”) (NYSE:ENFN), a leading provider of a cloud-native software-as-a-service (“SaaS”) platform for investment managers and asset owners, announced today the release of Portfolio Workbench, new platform functionality that empowers portfolio managers (“PMs”) to seamlessly manage and adjust their portfolios using a highly-intuitive user interface.
  • Building on Enfusion’s extensive reporting capabilities, Portfolio Workbench now enables PMs to not only view their portfolios, but to leverage in-grid editing to intuitively rebalance those portfolios across multiple strategies and investment vehicles.
  • Incorporating feedback from dozens of Enfusion clients, Portfolio Workbench unlocks highly-requested use cases for both alternative and traditional investment managers.
  • The release of Portfolio Workbench marks a major milestone on Enfusion’s journey to becoming the go-to platform for investment managers of all types.

Enfusion Announces Closing of New $100 Million Credit Facility

Retrieved on: 
Monday, September 18, 2023
Professional Services, Technology, Finance, Software, Fintech, Asset Management, Growth, Software as a service, Bank, Bank of America, Acquisition, NYSE, Enfusion

Enfusion, Inc. (“Enfusion”) (NYSE: ENFN), a leading provider of cloud-native software-as-a-service (SaaS) solutions for investment managers, announced today that on September 15, 2023, it entered into a new $100 million revolving credit facility.

Key Points: 
  • Enfusion, Inc. (“Enfusion”) (NYSE: ENFN), a leading provider of cloud-native software-as-a-service (SaaS) solutions for investment managers, announced today that on September 15, 2023, it entered into a new $100 million revolving credit facility.
  • The lenders under the credit facility are primarily a syndicate of Enfusion’s relationship banks, including Bank of America, N.A.
  • The credit facility matures on September 15, 2028 and includes an accordion feature that allows for up to $50 million of additional borrowing capacity, subject to certain customary conditions.
  • “We are excited to close on the credit facility with Bank of America and the other syndicate members,” said Oleg Movchan, Chief Executive Officer of Enfusion.

Enfusion To Present at the 43rd Annual William Blair Growth Stock Conference

Retrieved on: 
Thursday, May 25, 2023
Software, Networks, Data Analytics, Internet, Finance, Data Management, Professional Services, Technology, CT, Software as a service, NYSE, Conference, Enfusion, Cryptocurrency

Enfusion, Inc. (NYSE: ENFN), a leading provider of cloud-native software-as-a-service (SaaS) solutions for investment managers, today announced that Enfusion’s Chief Executive Officer, Oleg Movchan, and Chief Financial Officer, Bradley Herring, will participate at William Blair’s 43rd Annual Growth Stock Conference on Tuesday, June 6, 2023 at 8:00 am CT / 9:00 am ET.

Key Points: 
  • Enfusion, Inc. (NYSE: ENFN), a leading provider of cloud-native software-as-a-service (SaaS) solutions for investment managers, today announced that Enfusion’s Chief Executive Officer, Oleg Movchan, and Chief Financial Officer, Bradley Herring, will participate at William Blair’s 43rd Annual Growth Stock Conference on Tuesday, June 6, 2023 at 8:00 am CT / 9:00 am ET.

Global SaaS Leader Zone & Co Appoints Seasoned FinTech Exec Thomas Kim as New CEO

Retrieved on: 
Tuesday, May 2, 2023
Software as a service, Partnership, Lehman Brothers, Fintech, MacGregor, Oracle, CFOS, TradingScreen, Bridgewater Associates, Growth, UNX, NetSuite, NYSE, Management, Enfusion, Zone

Kim has an extensive background leading innovative financial technology companies through hyper-growth phases.

Key Points: 
  • 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 management SaaS solutions, where he was instrumental in leading the growth of the business and its transition into a public company trading on the NYSE (NYSE:ENFN).
  • Kim succeeds Zone co-founder and CEO Derek Zanga, who led the company through its first ten years of rapid growth and will continue to serve on the Board of Directors.
  • "I have seen first-hand how the right mix of software innovation coupled with world-class client engagements designed to solve real business problems can have meaningful impact," said Kim, CEO at Zone.

Global SaaS Leader Zone & Co Appoints Seasoned FinTech Exec Thomas Kim as New CEO

Retrieved on: 
Tuesday, May 2, 2023
Software as a service, Partnership, Lehman Brothers, Fintech, MacGregor, Oracle, CFOS, TradingScreen, Bridgewater Associates, Growth, UNX, NetSuite, NYSE, Management, Enfusion, Zone

Kim has an extensive background leading innovative financial technology companies through hyper-growth phases.

Key Points: 
  • 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 management SaaS solutions, where he was instrumental in leading the growth of the business and its transition into a public company trading on the NYSE (NYSE:ENFN).
  • Kim succeeds Zone co-founder and CEO Derek Zanga, who led the company through its first ten years of rapid growth and will continue to serve on the Board of Directors.
  • "I have seen first-hand how the right mix of software innovation coupled with world-class client engagements designed to solve real business problems can have meaningful impact," said Kim, CEO at Zone.

Enfusion Announces Partnership With Leading Risk Management Provider Qontigo

Retrieved on: 
Thursday, April 6, 2023
Software, Technology, Professional Services, Finance, Highbridge Multi-Strategy Fund, Software as a service, Risk, Partnership, Workflow, API, Risk management, Long/short equity, Global macro, Var, NYSE, Enfusion

Enfusion, Inc. ("Enfusion") (NYSE: ENFN), a leading provider of cloud-native, software-as-a-service (SaaS) solutions for investment managers, today announced a new partnership with Qontigo, provider of Axioma Risk, an award-winning enterprise risk management solution, to expand Enfusion’s risk capabilities.

Key Points: 
  • Enfusion, Inc. ("Enfusion") (NYSE: ENFN), a leading provider of cloud-native, software-as-a-service (SaaS) solutions for investment managers, today announced a new partnership with Qontigo, provider of Axioma Risk, an award-winning enterprise risk management solution, to expand Enfusion’s risk capabilities.
  • Axioma Risk adds exposure measurement, multi-factor risk models, scenario analytics, risk attribution, and a comprehensive Value-At-Risk (VaR) framework across all major asset classes and trading strategies, including Multi-Strategy, Global Macro, Fixed Income, Event-Driven, and Long/Short Equity.
  • Axioma Risk leverages Enfusion’s open architecture and joins a fast-growing community of partners, enriching the options and functionality available to our clients, and ultimately improving their investment management experience.”
    Axioma Risk is a cloud-native, API-first system for multi-asset class risk management.
  • “Partnering to deliver Axioma Risk to Enfusion clients builds on the complementary strengths that we both bring to the table.

Enfusion Names Michael Spellacy as Board Chair and Non-Executive Director

Retrieved on: 
Wednesday, January 11, 2023
Professional Services, Data Management, Technology, Data Analytics, Software, Fintech, Ecosystem, University, Capital market, Culture, Chairperson, NYSE, London, Chair, Senior management, Software, PricewaterhouseCoopers, Interim, Software as a service, London School of Economics, Accenture, University of Hartford, Management, Economics, Enfusion

Enfusion, Inc. ("Enfusion") (NYSE: ENFN), a leading provider of cloud-native software-as-a-service (SaaS) solutions for investment managers, today announced that on January 9, 2023, its Board of Directors (the “Board”) had appointed Michael Spellacy, as Board Chair, effective immediately.

Key Points: 
  • Enfusion, Inc. ("Enfusion") (NYSE: ENFN), a leading provider of cloud-native software-as-a-service (SaaS) solutions for investment managers, today announced that on January 9, 2023, its Board of Directors (the “Board”) had appointed Michael Spellacy, as Board Chair, effective immediately.
  • “We are delighted with the addition of Michael Spellacy and are fortunate to have a leader with Mr. Spellacy’s strategic experience as our next Board chair.
  • I can’t think of a more suitable candidate to lead the Board going forward,” said Kathleen DeRose, Interim Chair of the Board, on behalf of the Board of Directors.
  • “I am excited to join this experienced, capable Board of Directors, and such a dynamic business, and to lead the Board as its new Chair at an important inflection point for the company”, said Mr. Spellacy.

EagleView Hires Steve Dorton as Chief Financial Officer

Retrieved on: 
Wednesday, January 11, 2023
Susquehanna Valley, FP, Insurance, The Walt Disney Company, CFO, Negotiation, Nokia, IPO, Department of the Treasury, Operations management, Growth, International business development, Treasury, Security (finance), Finance, Enfusion

Bellevue, Washington, Jan. 11, 2023 (GLOBE NEWSWIRE) -- EagleView , a geospatial technology leader that provides solutions across roofing, insurance, and solar industries, has hired Steve Dorton as CFO.

Key Points: 
  • Bellevue, Washington, Jan. 11, 2023 (GLOBE NEWSWIRE) -- EagleView , a geospatial technology leader that provides solutions across roofing, insurance, and solar industries, has hired Steve Dorton as CFO.
  • Dorton comes to EagleView with over 30 years of experience in finance and operations with multiple companies, across different industries.
  • “I am thrilled to have Steve join our team as we continue to deliver exceptional growth while transforming how our customers work,” said CEO Chris Jurasek.
  • “I’m excited to join the EagleView team,” said Dorton.