Insights

Growth opportunities OptimaFI serves over 2,500 community banks and credit unions, indicating a large addressable market for growth optimization solutions and cross-sell of Growth, Credit Risk, and Balance Sheet tools to established clients.

Acquisition drive Recent expansion through the Intellicredit acquisition strengthens credit risk capabilities, creating a cross-selling moment to offer enhanced risk management, portfolio analysis, and CECLSolver to current and new clients.

Strategic partnerships ICBA partnership announcement suggests collaboration opportunities to co-sell or co-market growth solutions, potentially expanding channel reach and credibility with community financial institutions.

Revenue expansion Revenue scale in the mid six-figure to low seven-figure range with a broad client base signals potential for higher-value add-ons, premium services, and performance-based pricing models across all three pillars.

Technology-led value A modular suite combining data benchmarking, software tools, and expert services positions OptimaFI to upsell data-informed decisions, risk analytics, and liquidity solutions to improve retention and wallet share.

Similar companies to OptimaFI

OptimaFI Tech Stack

OptimaFI uses 8 technology products and services including Amazon Route 53, Microsoft Excel, OWL Carousel, and more. Explore OptimaFI's tech stack below.

Amazon Route 53
Domain Name Services
Microsoft Excel
Editors
OWL Carousel
Javascript Libraries
jQuery UI
Javascript Libraries
Slider Revolution
Miscellaneous
Lua
Programming Languages
1Password
Security
Piwik PRO Core
Web Analytics

Media & News

OptimaFI's Email Address Formats

OptimaFI uses at least 2 format(s):

OptimaFI Email Formats	Example	Percentage
FLast@infusionmarketinggroup.com	JDoe@infusionmarketinggroup.com	41%
First@infusionmarketinggroup.com	John@infusionmarketinggroup.com	28%
First.Last@infusionmarketinggroup.com	John.Doe@infusionmarketinggroup.com	19%
Last@infusionmarketinggroup.com	Doe@infusionmarketinggroup.com	12%

Frequently Asked Questions

What is OptimaFI's phone number?

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?

OptimaFI's official website is optimafi.com and has social profiles on LinkedIn.

How much revenue does OptimaFI generate?

As of July 2026, OptimaFI's annual revenue is estimated to be $50M - $100M.

What is OptimaFI's NAICS code?

OptimaFI's NAICS code is 52 - Finance and Insurance.

How many employees does OptimaFI have currently?

As of July 2026, OptimaFI has approximately 95 employees across 1 continents, including North America. Key team members include Chief Financial Officer: S. N.Owner: J. P.Senior Vice President - Credit Risk: L. W.. Explore OptimaFI's employee directory with LeadIQ.

What industry does OptimaFI belong to?

OptimaFI operates in the Financial Services industry.

What technology does OptimaFI use?

OptimaFI's tech stack includes Amazon Route 53Microsoft ExcelOWL CarouseljQuery UISlider RevolutionLua1PasswordPiwik PRO Core.

What is OptimaFI's email format?

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

When was OptimaFI founded?

OptimaFI was founded in 2007.

OptimaFI

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

OptimaFI's official website is optimafi.com. OptimaFI has social profiles on LinkedIn.

Q: How many employees does OptimaFI have currently?

OptimaFI has approximately 95 employees.

Q: What technology does OptimaFI use?

OptimaFI's tech stack includes Slick, HubSpot Analytics, Flickity, Shopify, Microsoft 365.

Q: What is OptimaFI's NAICS code?

OptimaFI's NAICS code is 52 (Finance and Insurance).

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.