Insights

Strong Market Presence OptimaFI serves over 2,500 community banks and credit unions across the United States, demonstrating significant reach within the financial services segment and indicating ample opportunities to expand or customize solutions for similar institutions.

Growth-Focused Solutions With dedicated core pillars for growth, risk management, and balance sheet optimization, OptimaFI is positioned to address diverse client needs, making it an attractive partner for financial institutions seeking comprehensive, data-driven growth strategies.

Recent Strategic Partnership The partnership with ICBA expands OptimaFI’s credibility and industry reach, presenting opportunities to collaborate with other banking associations and enhance product offerings tailored to community financial institutions.

Technology Stack Scalability Utilizing a versatile tech infrastructure, including cloud services and integrated software tools, provides a foundation for scalable solutions and potential integration with other fintech platforms to serve clients more effectively.

Financial Strength With revenue estimates between 50 and 100 million dollars and a strong focus on data-driven software, OptimaFI is well-positioned for growth, enabling sales efforts aimed at financial institutions looking to modernize risk and growth management through advanced tools.

Similar companies to OptimaFI

OptimaFI Tech Stack

OptimaFI uses 8 technology products and services including Shopify, Amazon Simple Email Service, Flickity, and more. Explore OptimaFI's tech stack below.

Shopify
E-commerce
Amazon Simple Email Service
Email
Flickity
Javascript Libraries
Microsoft Office
Office Suites
PHP
Programming Languages
1Password
Security
Cloudflare Bot Management
Security
Contact Form 7
Web Platform Extensions

Media & News

ICBA Group partnered with OptimaFI on May 29th '26.
ICBA expands Preferred Service Provider relationship with OptimaFI to offer growth solutions.
May 29, 2026 | www.icba.org

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

Where is OptimaFI's headquarters located?

OptimaFI's main headquarters is located at 6000 Poplar Avenue Memphis, Tennessee 38119 United States. The company has employees across 2 continents, including North AmericaAsia.

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.

What is OptimaFI's NAICS code?

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

How many employees does OptimaFI have currently?

As of May 2026, OptimaFI has approximately 94 employees across 2 continents, including North AmericaAsia. Key team members include Chief Financial Officer: S. N.Vp Client Services Manager: J. R.Vice President Creative Services: N. S.. 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 ShopifyAmazon Simple Email ServiceFlickityMicrosoft OfficePHP1PasswordCloudflare Bot ManagementContact Form 7.

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 94 employees.

Q: What technology does OptimaFI use?

OptimaFI's tech stack includes HTTP/3, Rippling, LinkedIn Ads, SharpSpring Ads, reCAPTCHA.

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.