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About Us

About Us

Envision Financial Systems represents the quintessential American success story, growing from lunch meetings in a Newport Beach park to a successful North American company headquartered in Costa Mesa, California.

Envision was founded by Satnam Gambhir and Tim Kan. The two met in 1988 through their work in the financial services industry, specifically with investment management and accounting systems for brokerage houses and mutual fund companies.

Both Satnam and Tim observed problems with legacy mainframe-based technology applications and envisioned a future with more nimble, contemporary technology in the financial services marketplace. Taking their vision and observations, the two decided to form Envision in 1994, which would focus on contemporary shareholder accounting systems built on open technologies.

Since then, Envision has grown its business by partnering with firms, listening to clients’ needs and delivering innovative, tailored solutions that help our clients:

  • Stay ahead of regulatory changes
  • Access and analyze real-time data
  • Protect data in all its states
  • Improve stakeholder satisfaction, from the back office to the end investor
  • Streamline and speed up business processes
  • Simplify data aggregation & reporting
  • Accommodate alternatives and other emerging products
  • Achieve seamless software integration
Envision Office Building

Meet the Team

Satnam Gambhir, CEO & Chief Solutions Officer

Satnam Gambhir

Co-founder, CEO & Chief Design Officer
Tim Kan, President & Chief Strategy Officer

Tim Kan

Co-founder, President & Chief Strategy Officer
Brian Jones, EVP

Brian Jones

Executive Vice President
Tom Wiedecker, EVP & Chief Client Officer

Tom Wiedecker

Executive Vice President & Chief Client Officer
Prithvi Hariharan, Chief Technology Officer

Prithvi Hariharan

Executive Vice President & Chief Technology Officer
Harpreet Kwatra, Chief Knowledge Officer

Harpreet Kwatra

Chief Solutions Officer
John Gray, SVP

John Gray

Senior Vice President
Kelly Lynch, SVP, Business Development

Kelly Lynch

Senior Vice President, Business Development
Anuradha G, Director of Global Delivery

Anuradha Ghattamaraju

Head, Delivery Organization
Tom Ulrich, Director of Application Delivery

Tom Ulrich

Director, Application Delivery

Careers

Your potential is boundless at Envision.  We promote an environment where conventions are challenged and meaningful change for our clients is created.  Working at Envision means playing a vital role constructing and shaping our industry.  With competitive benefits, and growth prospects, you can contribute to our collective impact.

View our job postings

Want to learn more?

Contact Us
Contact
Phone: (714) 247-0030
Fax: (714) 247-0029
Email Us
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