Engage FI

active Investment //
Providing a range of services to help banks and credit unions

engage fi provides data-informed consulting services to credit unions and community banks related to technology vendor selection and spend.  The company’s team of experts leverage their industry experience, proprietary data, and tech-enabled processes to guide financial institutions through their strategic processes and enable them to make informed, timely decisions on vendor relationships.  With over 525 strategic projects completed for financial institutions, engage fi has negotiated over $2.2 billion in savings and incentives for its clients since its founding in 2014.

Milestones

December, 2021
Falfurrias Capital Partners acquires engage fi, and Joe Price, Katie-Rose Higgins, and Tim Tynan join Jennifer Addabbo and James Guild on the Board.