OptimaFI Email Format

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.

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