OptimaFI logo

OptimaFI Employee Directory

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.

Find OptimaFI employees' phone numbers or email addresses

OptimaFI Global Highlights

Location
Employees

North America
69

Minus sign iconPlus sign icon
  • United States Of America
    68
  • Canada
    1

OptimaFI's Leadership

  • Chief Financial Officer at OptimaFI
    S. N.
    Chief Financial Officer
  • Owner at OptimaFI
    J. P.
    Owner
  • Senior Vice President - Credit Risk at OptimaFI
    L. W.
    Senior Vice President - Credit Risk
  • Senior Vice President, Production Director at OptimaFI
    C. W.
    Senior Vice President, Production Director
  • Board Member at OptimaFI
    C. C.
    Board Member
  • Pricipal Advisor - Software Architecture at OptimaFI
    E. B.
    Pricipal Advisor - Software Architecture

OptimaFI Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Engineering
  • Marketing
  • Entrepreneurship
  • Analytics
  • Other
  • Arts & Design
  • Banking
  • Consultant

Contact profiles from OptimaFI

Name
Title
Contact
Location
Last Update
  • Owner at OptimaFI
    J. P.
    Owner
    Oct 23, 2024
  • Chief Financial Officer at OptimaFI
    S. N.
    Chief Financial Officer
    Jul 20, 2026
  • Senior Vice President - Credit Risk at OptimaFI
    L. W.
    Senior Vice President - Credit Risk
    Apr 16, 2026
  • Senior Vice President, Production Director at OptimaFI
    C. W.
    Senior Vice President, Production Director
    Jul 20, 2026
  • Board Member at OptimaFI
    C. C.
    Board Member
    Apr 13, 2026
  • Pricipal Advisor - Software Architecture at OptimaFI
    E. B.
    Pricipal Advisor - Software Architecture
    Czech Republic, Praha
    Sep 04, 2026

Frequently Asked Questions

What is OptimaFI known for?

Minus sign iconPlus sign icon
OptimaFI was founded in 2007 and operates in the Financial Services industry. You can contact OptimaFI's main corporate office by phone at . Explore OptimaFI's company overview page for more information.

What is OptimaFI's most common email format?

Minus sign iconPlus sign icon
OptimaFI employees' email format typically follows the pattern of FLast@infusionmarketinggroup.com. Trying to find reliable and up-to-date employee contact data? Find more OptimaFI email formats with LeadIQ.

How many employees does OptimaFI have currently?

Minus sign iconPlus sign icon
OptimaFI has approximately 98 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are OptimaFI's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, OptimaFI's key employees include:

  • Chief Financial Officer: S. N.
  • Owner: J. P.
  • Senior Vice President - Credit Risk: L. W.
  • Senior Vice President, Production Director: C. W.
  • Board Member: C. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.