Engage fi: Detailed Company Information & Corporate Profile
Summary
Engage fi, founded in 2014, is an independent finance consultancy headquartered in Orlando, Florida, employing 100–200 professionals and generating annual revenue between $50 million and $100 million.
The firm specializes in contract and vendor management, omni‑channel assessment, online branch strategy, credit and debit card processing, RFP management, consulting, processor evaluations, thought leadership, industry education, credit union strategy, negotiations, assessments, optimization, advising, coaching, technology, profitability, growth, protection, technology consulting, and technology assessments.
Key leaders include President and CEO Andres Pasantes; Vice Presidents Andy Kain, Anne Miela, Keith Bluford Sr., Courtnay Sanderfer; Senior Vice President Operations Robyn Lopez; Strategic Advisor Steven Velicer; Senior Product Manager Evan Markley; Consultant Conner Nicinski; Principal Strategist Virginia Heyburn; Director of Relationship Management Sukhi Bahal; People & Culture HR Generalist Heather Aicher; and Accounting Specialist Tiffani.
| Engage fi Website | engagefi.com |
| Social Links |    |
| Phone Number | (727) 698-9973, (844) 415-7962 |
| Industries | |
| Engage fi Headquarters Address | 3505 Lake Lynda Dr, Orlando, Florida, 32817 US |
| Company Size | 100-200 employees |
| Specialities & Services | Contract and Vendor Management, Omni-Channel Assessment, Online Branch Strategy, Credit and Debit Card Processing, RFP Management, Consulting, Credit and Debit Card Processor Evaluations, Thought Leadership, Industry Education, Credit Union Strategy, Negotiations, Evaluations, Assessments, Optimization, Advising, Coaching, Technology, Profitability, Growth, Protection, Technology Consulting, Technology Assessments |
| DMA Code | Tampa Bay Area |
| Founded | 2014 |
| Estimated Annual Revenue | $50M - 100M |
| Operating Status | Independent Company |
| Updated: | 2026-09-28 |
Engage fi Org Chart
Chief Executive Officer
C-Level
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 2000 | Privately Held | 100 - 250 | |
| 1992 | - | 100-200 |
Estimated Website Traffic
The chart shows a decline in traffic to the engagefi.com website. In September, traffic decreased to 419, compared to 439 in the previous month. The highest traffic in 2026 was recorded in March, reaching 529 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Engage fi's workforce includes employees across a wide range of tenure levels.
17% have been with the company for 1 to 2 years25% have been with the company for 3 to 4 years33% have been with the company for 5 to 7 years17% have been with the company for 8 to 10 years8% have been with the company for more than 11 years
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Engage fi Corporate Information: FAQ
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