Engage Fi Overview

  • Year Founded
  • 2014

Year Founded

  • Status
  • Private

  • Employees
  • 109

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 2

  • Investments
  • 1

Engage Fi General Information

Description

Provider of data-informed consulting services intended to serve credit unions and community banks. The company offers core banking advisory, payments consulting, and digital banking strategy along with vendor negotiation and technology assessment services, enabling financial institutions to optimize operational efficiency and maximize savings on technology contracts.

Contact Information

Website
www.engagefi.com
Formerly Known As
CU Engage
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 3505 Lake Lynda Drive
  • Suite 206
  • Orlando, FL 32817
  • United States
+1 (844)
Primary Industry
IT Consulting and Outsourcing
Other Industries
Other Financial Services
Consulting Services (B2B)
Vertical(s)
FinTech
Corporate Office
  • 3505 Lake Lynda Drive
  • Suite 206
  • Orlando, FL 32817
  • United States
+1 (844)

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Engage Fi Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Engage Fi Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Engage Fi Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Engage Fi Investments (1)

Engage Fi’s most recent deal was a Buyout/LBO with Intellectual Dimensions. The deal was made on 26-Nov-2025.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Intellectual Dimensions 26-Nov-2025 Buyout/LBO Consulting Services (B2B)
To view Engage Fi’s complete investments history, request access »

Engage Fi Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Intellectual Dimensions St. Louis Park, MN 2001

Engage Fi FAQs

  • When was Engage Fi founded?

    Engage Fi was founded in 2014.

  • Where is Engage Fi headquartered?

    Engage Fi is headquartered in Orlando, FL.

  • What is the size of Engage Fi?

    Engage Fi has 109 total employees.

  • What industry is Engage Fi in?

    Engage Fi’s primary industry is IT Consulting and Outsourcing.

  • Is Engage Fi a private or public company?

    Engage Fi is a Private company.

  • What is Engage Fi’s current revenue?

    The current revenue for Engage Fi is .

  • Who are Engage Fi’s investors?

    Audax Private Debt and Uplift Investors have invested in Engage Fi.

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