![]() Charles River Development Charles River Development (also known as Charles River Systems) is a software company that provides investment management solutions. | ![]() Enfusion Enfusion is a company that provides software-as-a-service (SaaS) for the investment management industry. | ![]() WorldQuant WorldQuant is an asset management firm engaged in quantitative investing, philanthropic initiatives, and ventures. | ![]() SS&C Eze SS&C Eze (also known as Eze Software Group) is a provider of investment management software solutions. | ![]() AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. | ||
Founding Date | Founding Date 1984 | Founding Date 1997 | Founding Date 2007 | Founding Date 1995 | Founding Date 2009 | Founding Date 1996 |
Type | Type Subsidiary | Type Public | Type Private | Type Subsidiary | Type Private | Type Public |
Tags | ||||||
Locations | Locations Burlington, US HQ Melbourne, AU Toronto, CA Beijing, CN Hong Kong, HK Hyderabad, IN Dublin, IE see more | Locations Chicago, US HQ São Paulo, BR Hong Kong, HK Bengaluru, IN Mumbai, IN Dublin, IE Singapore, SG see more | Locations Greenwich, US HQ Beijing, CN Shanghai, CN Budapest, HU Mumbai, IN New Delhi, IN Ramat Gan, IL see more | Locations Boston, US HQ Sydney, AU Jardim Paulistano, BR Toronto, CA Kokapet, IN Nanakaramguda, IN see more | Locations Redwood City, US HQ Atlanta, US Chicago, US Dallas, US Dallas, US New York, US San Francisco, US | Locations Concord, US HQ Lynchburg, US Lynchburg, US |
Employees | Employees 1,2552% increase | Employees 1,00613% increase | Employees 2,3594% increase | Employees 9551% decrease | Employees 1,6582% increase | Employees 980 |
Valuation ($) | Valuation ($) N/A | Valuation ($) 862.2 m | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) 2.6 b |
Financial | ||||||
Revenue (est.) | Revenue (est.) N/A | Revenue (est.) $201.6m (FY, 2024) | Revenue (est.) N/A | Revenue (est.) $280m (Y, 2017) | Revenue (est.) N/A | Revenue (est.) $708.5m (FY, 2023) |
Net income | Net income N/A | Net income $3.9m (FY, 2024) | Net income N/A | Net income N/A | Net income N/A | Net income $123.1m (FY, 2023) |
Operating ⚠ | ||||||
Clients | Clients 27 k (Apr, 2024) | Clients 819 (FY, 2022) | Clients N/A | Clients N/A | Clients N/A | Clients N/A |
Customers | Customers 315 (Apr, 2024) | Customers N/A | Customers N/A | Customers 1.9 k (Feb, 2022) | Customers N/A | Customers N/A |
Funding | ||||||
Total funding raised | Total funding raised N/A | Total funding raised $ 150m | Total funding raised N/A | Total funding raised N/A | Total funding raised $ 265.3m | Total funding raised $ 2.8m |

Enfusion is a company that provides software-as-a-service (SaaS) for the investment management industry.
View company
WorldQuant is an asset management firm engaged in quantitative investing, philanthropic initiatives, and ventures.
View company
SS&C Eze (also known as Eze Software Group) is a provider of investment management software solutions.
View company
Personal Capital is an online investment advisory platform.
View company