Uplift Investors has acquired Engage fi for an undisclosed amount, bringing the financial technology consulting firm under its corporate umbrella. The transaction, finalized this week, transfers full ownership of Engage fi to Uplift Investors, which will integrate the acquired firm’s operations into its existing portfolio of financial services businesses.
Engage fi, a consulting and advisory firm focused on financial institutions, was founded on a client-first principle that emphasizes transparency, innovation, and collaboration. The company’s team, which collectively holds over 450 years of industry experience, has completed more than 525 strategic projects for banks and credit unions. Engage fi has also negotiated over $2.2 billion in savings and incentives for its clients, leveraging its deep knowledge of vendor relationships and pricing dynamics. Its services range from vendor selection and integration to education and efficiency improvements, all aimed at helping financial institutions respond quickly to consumer demands.
Uplift Investors, the acquiring entity, is adding Engage fi to its holdings to broaden its reach within the financial services sector. The acquisition is driven by a need to strengthen Uplift’s capabilities in vendor management and strategic consulting, areas where Engage fi has established a track record. By bringing Engage fi in-house, Uplift Investors gains direct access to a specialized team and a proven process for guiding institutions through complex vendor decisions. This move is expected to create operational efficiencies by combining Engage fi’s consulting expertise with Uplift’s existing resources and market presence.
The deal is structured as a full acquisition, meaning Engage fi will operate as part of Uplift Investors rather than as an independent entity. Financial terms were not disclosed, and no changes to Engage fi’s current client engagements have been announced. The combined entity will focus on expanding its service offerings to financial institutions, leveraging Engage fi’s negotiation track record and Uplift’s broader investment and operational support. The integration is expected to proceed in the coming months, with both teams working to align their processes and tools.