Engage fi (Finance) — Funding, Investors & Signals 2026

Engage fi

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

Founded 2014

Tampa, United States 78 employees Private Equity Finance, Financial Services

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.

Funding Stage	Amount	Investors	Lead Investors	Date
Private Equity Round	Undisclosed	1	Falfurrias Capital Partners	09 Feb 2022

Funding Stage

Amount

Investors

Lead Investors

Date

Private Equity Round

Undisclosed

Falfurrias Capital Partners

09 Feb 2022

FAQ About Engage fi

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

Engage fi was founded in 2014.

Engage fi is headquartered in Tampa, United States.

Engage fi operates in Finance and Financial Services. Its work centres on financial institutions, banking, credit unions and strategic consultancy.

Engage fi has approximately 78 employees.

Engage fi has completed 1 funding round. The latest funding stage is Private Equity.

Top alternatives and competitors to Engage fi include Mocapay, Municipal Credit Union, AmFirst, Centra Credit Union, Mid Oregon Credit Union. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.

Engage fi and Mocapay are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Engage fi

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