Engage fi

Guiding banks and credit unions through their strategic processes with a focus on long-term relevance.

General Information
Company Name
Engage fi
Founded Year
2014
Location (Offices)
Tampa, United States +1
Founders / Decision Makers
Number of Employees
78
Industries
Finance, Financial Services
Funding Stage
Private Equity
Social Media

Engage fi - Company Profile

Engage fi is a finance and financial services startup that was founded in 2014 with the goal of guiding banks and credit unions through their strategic processes, focusing on long-term relevance. The company prides itself on understanding their clients' needs and business objectives, differentiating themselves through their commitment to transparency, innovation, savings, incentives, and collaboration. Their emphasis on education, efficiency, and effectiveness aligns with the needs of the consumer and internal teams. With a team boasting over 450 years of industry experience, Engage fi's approach is backed by a depth of collective knowledge and insights gained from working with vendors and financial institutions. They have completed over 525 strategic projects for financial institutions, negotiating over $2.2 billion in savings and incentives for their clients. Their unique blend of consultants, educators, matchmakers, integrators, and advocates reflects their commitment to delivering exceptional results. Their latest investment, a private equity round at 09 February 2022, was made by Falfurrias Capital Partners. This backing further solidifies Engage fi's position in the market and reinforces their potential for continued growth and impact in the financial industry. For more information, visit their website at www.engagefi.com.

Taxonomy: financial institutions, banking, credit unions, strategic consultancy, vendor relationships, process optimization, cost savings, industry experience, innovation, client-focused, consulting, savings and incentives

Funding Rounds & Investors of Engage fi (1)

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Funding Stage Amount No. Investors Investors Date
Private Equity Round Unknown 1 09 Feb 2022

Latest News of Engage fi

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No recent news or press coverage available for Engage fi.

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