Enfusion Acquisition, Valuation, Funding & Investors

Intapp Inc is a provider of industry-specific, cloud-based software solutions for the professional and financial services industry. It empowers private capital,g, legal, accounting, and consulting firms with the technology needed to meet rapidly changing client, investor, and regulatory requirements. Geographically, it derives a majority of its revenue from the United States and also has a presence in the United Kingdom and the Rest of the world.

Topicus com Inc is engaged in the development, installation, and customization of vertical market software and the provision of related professional services and support for customers across several diverse markets, mainly in Europe. Its revenue consists mainly of software license fees, maintenance and other recurring fees, professional service fees, and hardware sales. Geographically, the company generates maximum revenue from its business in the Netherlands, and the rest from other markets.

SS&C Technologies provides software products and software-enabled services to a variety of customers primarily in financial services. Acquisitions are a large part of SS&C's history. SS&C GlobeOp provides fund administration services to alternative and traditional asset managers. In addition, SS&C provides portfolio accounting, portfolio management, trading, banking/lending, and other software to asset managers, banks, and financial advisors. SS&C’s purchase of Intralinks makes it a leading player in virtual deal room solutions. With its 2018 purchase of DST Systems, SS&C gained a foothold in the healthcare industry with pharmacy health management solutions and medical claim administration services. In 2022, SS&C acquired robotic process automation software firm Blue Prism.

Shenzhen Kingdom Sci-tech Co Ltd operates as a financial technology company in China. It offers software in the fields of securities, funds, banking, futures, insurance, trust, integrated finance, and regulatory agencies.

Built Technologies is a Nashville-headquartered provider of cloud-based software for construction lending. The platform digitizes the draw management process through online collaboration tools, mobile inspections, and automated compliance checks. Lenders use it to monitor project progress, verify disbursements, and mitigate risks on loans totaling billions in value. The company serves regional banks, credit unions, and community lenders across the United States. Founded in 2014, Built Technologies expanded its offerings to include borrower portals and document management systems. Its integrations with accounting software like QuickBooks streamline financial workflows for construction projects.

Snapdocs is a San Francisco-headquartered digital closing platform automating mortgage transactions for lenders and title companies across the United States. The solution streamlines pre-closing coordination, eClosing, and post-closing through patented AI for document handling and notary matching via extensive settlement networks. Snapdocs integrates with leading loan origination systems and title production software, serving over 400 enterprise clients to reduce cycle times and enhance borrower experiences.

Zest AI is a Los Angeles-headquartered provider of machine learning platforms for credit underwriting. The Zest Model Management System analyzes billions of data points to boost approval rates by up to 15% and cut losses by 25% for lenders. Deployed by over 200 financial institutions including Ally Bank and Discover, it offers explainable AI compliant with FCRA and ECOA regulations. Zest AI automates model deployment, monitoring, and auditing across loan portfolios in auto, mortgage, and personal lending.

E-Finance For Digital And Financial Investments SAE is developing integrated platforms in Egypt's digital revolution. It is a fintech platform and developer of digital payments infrastructures. The company invests in platforms and solutions that serve everyone from government agencies to ordinary consumers. The business has seven operating segments; Services and operation of cards, Integrated solutions, installation, and technical support services, card center services, hosting services, maintenance and network contracts, and others. It derives a majority of its revenue from the Services and operation of the cards segment.

Lumin Digital is a San Diego-headquartered developer of cloud-native digital banking platforms designed for banks and credit unions throughout North America. The company's core offering, Lumin X, powers retail and business banking with features for digital account origination, loan processing, and payment services. Administrative modules handle compliance, core integrations, and customer onboarding, while embedded analytics tools support fraud detection and personalized marketing campaigns. Serving over 100 financial institutions, Lumin Digital facilitates seamless mobile and web experiences that drive deposit growth and user retention. Recent expansions include API-driven partnerships with fintechs for embedded finance capabilities.

Micro Connect is a cross-border investment platform based in Shanghai connecting institutional investors from Europe and the US to microenterprises in China. It facilitates debt and equity funding for SMEs in agriculture, retail, and green energy via digital marketplace infrastructure and compliance tools.

Pagaya Technologies Ltd is a financial technology company working to reshape the lending marketplace by using machine learning, data analytics, and sophisticated AI-driven credit and analysis technology. It was built to provide a comprehensive solution to enable the credit industry to deliver customers a positive experience while simultaneously enhancing the broader credit ecosystem. Its proprietary API seamlessly integrates into its next-gen infrastructure network of partners to deliver a premium customer user experience and greater access to credit. The company generates majority of its revenue from United States.

Yusys Technologies Co Ltd is engaged in providing bank-oriented financial institutions with information services, such as consulting, software products, software development and implementation, operation and maintenance, and system integration. The company provides relevant products and services for the non-commercial banks, state-owned commercial banks, joint-stock banks, foreign banks and regional commercial banks and rural credit cooperatives to the People's Bank of China.

CAPTRUST is a Raleigh, North Carolina-headquartered independent registered investment advisor that delivers retirement plan advisory, wealth management, and financial planning services. The firm advises over 3,000 retirement plans covering 11 million participants and serves endowments, foundations, and high-net-worth individuals. CAPTRUST specializes in fiduciary governance, investment policy development, and fee benchmarking for defined contribution and defined benefit plans. Registered with the SEC since 2006, it operates through offices across the United States, including Texas, California, and Florida.

infiBond is a behavioral analytics platform that integrates deep learning AI into digital services for fintech, e-commerce, and healthcare providers. Its algorithms analyze users' states of mind, personality traits, and motivators to predict behaviors beyond surface-level actions, enabling personalized engagement, risk assessment, and loyalty enhancement. Compliant with GDPR, ISO standards, and US privacy laws, the Israel-headquartered company embeds seamlessly into major platforms worldwide.

Imprint is a financial technology company specializing in co-branded credit cards and loyalty programs. It collaborates with consumer brands to launch customized rewards cards featuring digital experiences and brand-specific perks integrated through its technology stack.

Porch Group Inc is a vertical software company reinventing the home services and insurance industries. It has four reportable segments: Insurance Services, Software & Data, Consumer Services, and Corporate. The majority of revenue is from the Insurance segment. The Insurance Services segment manages and operates the Reciprocal, providing services related, but not limited, to underwriting, policy renewal, risk management, insurance portfolio management, financial management, and setting investment guidelines in exchange for commissions and fees.

Donnelley Financial Solutions Inc is a risk and compliance software solutions and related services provider. The company provides regulatory filing and deal solutions via its software-as-a-service, technology-enabled services, and print and distribution solutions to public and private companies, mutual funds, and other regulated investment firms. It operates in four reportable segments: Capital Markets - Software Solutions, Capital Markets - Compliance and Communications Management (its key revenue-generating segment), Investment Companies - Software Solutions, and Investment Companies - Compliance and Communications Management. Its geographical segments are the United States (USA), Europe, Asia, Canada, and Others, of which the USA accounts for the vast majority of its total revenue.

DailyPay is a payroll platform enabling employees to access earned wages on-demand before payday. It integrates with employer systems to promote financial wellness, retention, and engagement across various industries.