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.