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Insights

Growth opportunities OptimaFI serves over 2,500 community banks and credit unions, indicating a large potential market for cross-sell of Growth, Credit Risk, and Balance Sheet solutions. Leverage ICBA partnership and multi-pillar offerings to expand wallet share with existing clients and attract similar institutions.

Acquisition cross-sell Integrated platforms across growth, risk, and liquidity (including CD Marketplace and Household Insights) create opportunities to upsell bundled solutions to institutions seeking end-to-end data-driven decisioning.

Household intelligence Household Insights demonstrates a new depth of account-level intelligence. This can be positioned to differentiate OptimaFI in competitive bids and support cross-sell into loan growth and cross-sell programs for members' households.

Strategic acquisitions Acquisition of IntelliCredit expands credit risk capabilities and regional footprint, signaling capacity to win larger deals and offer more comprehensive risk management services to mid-market community banks and credit unions.

Industry credibility Strong industry exposure through FinovateFall demos and updated ICBA Preferred Service Provider relationship underscores credibility, enabling targeted outreach to lenders prioritizing innovation, compliance, and measurable ROI.

Similar companies to OptimaFI

OptimaFI Tech Stack

OptimaFI uses 8 technology products and services including Amazon Web Services, Sucuri, CookieYes, and more. Explore OptimaFI's tech stack below.

OptimaFI's Email Address Formats

OptimaFI uses at least 4 email formats:
OptimaFI Email FormatsExamplePercentage
FLast@infusionmarketinggroup.comJDoe@infusionmarketinggroup.com
44%
First@infusionmarketinggroup.comJohn@infusionmarketinggroup.com
27%
First.Last@infusionmarketinggroup.comJohn.Doe@infusionmarketinggroup.com
18%
Last@infusionmarketinggroup.comDoe@infusionmarketinggroup.com
11%

Frequently Asked Questions

What is OptimaFI's phone number?

Minus sign iconPlus sign icon You can contact OptimaFI's main corporate office by phone at
+1-901-356-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is OptimaFI's official website and social media links?

Minus sign iconPlus sign iconOptimaFI's official website is optimafi.com and has social profiles on LinkedIn.

How much revenue does OptimaFI generate?

Minus sign iconPlus sign icon As of October 2026, OptimaFI's annual revenue is estimated to be $50M - $100M.

What is OptimaFI's NAICS code?

Minus sign iconPlus sign iconOptimaFI's NAICS code is 52 - Finance and Insurance.

How many employees does OptimaFI have currently?

Minus sign iconPlus sign iconAs of October 2026, OptimaFI has approximately 98 employees across 1 continents, including North America. Key team members include Chief Financial Officer: S. N., Owner: J. P. and Senior Vice President - Credit Risk: L. W. Explore OptimaFI's employee directory with LeadIQ.

What industry does OptimaFI belong to?

Minus sign iconPlus sign iconOptimaFI operates in the Financial Services industry.

What technology does OptimaFI use?

Minus sign iconPlus sign iconOptimaFI's tech stack includes Amazon Web Services, Sucuri, CookieYes, Salesforce, Shopify, Microsoft 365, Zapier and 1Password.

What is OptimaFI's email format?

Minus sign iconPlus sign iconOptimaFI's email format typically follows the pattern of FLast@infusionmarketinggroup.com. Find more OptimaFI email formats with LeadIQ.

When was OptimaFI founded?

Minus sign iconPlus sign iconOptimaFI was founded in 2007.
OptimaFI logo

OptimaFI

Financial ServicesTennessee, United States51-200 Employees

OptimaFI is a financial services company based in Memphis, Tennessee, serving more than 2,500 community banks and credit unions across the United States. It provides data-driven software tools and advisory expertise intended to help these institutions grow, manage risk, and improve financial performance. The firm traces its roots to teams behind Infusion, QwickRate, and IntelliCredit, now operating under a single umbrella.

Its offerings are organized around three core areas, covering growth, risk management, and balance-sheet optimization. Growth programs focus on acquiring, onboarding, and cross-selling activities, with measurable results. In May 2026, ICBA Group expanded its Preferred Service Provider relationship with OptimaFI to offer growth solutions.

Section iconCompany Overview

Phone number
+1-901-356-****
Website
optimafi.com
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M - $100M

    OptimaFI's revenue is estimated to be in the range of $50M - $100M

Company Leadership

  • Chief Financial Officer at OptimaFI
    S. N.
    Chief Financial Officer
    Mobile Phone
  • Owner at OptimaFI
    J. P.
    Owner
    Mobile Phone
  • Senior Vice President - Credit Risk at OptimaFI
    L. W.
    Senior Vice President - Credit Risk
    Mobile Phone
  • Senior Vice President, Production Director at OptimaFI
    C. W.
    Senior Vice President, Production Director
    Mobile Phone
  • Controller at OptimaFI
    A. B.
    Controller
    Mobile Phone

Employee Directory

  • Board Member at OptimaFI
    C. C.
    Board Member
    Mobile Phone
  • Pricipal Advisor - Software Architecture at OptimaFI
    E. B.
    Pricipal Advisor - Software Architecture
    Mobile Phone

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