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Engageware
Engageware is a US-based company founded in 2000 in Tewksbury. It provides customer engagement solutions to banks, credit unions, and retailers, including...
Engageware
Engageware is a US-based company founded in 2000 in Tewksbury. It provides customer engagement solutions to banks, credit unions, and retailers, including appointment scheduling and employee knowledge management. Engageware has secured $13.88 million in total funding.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Tewksbury
Corporate office
Tewksbury, MA, United States
Sector focus
Frequently asked questions
What does Engageware actually sell?
Engageware sells a software-as-a-service platform that includes appointment scheduling, a searchable knowledge base for customer service agents, and automated customer communication tools. The product is designed specifically for financial institutions such as banks and credit unions, not as a general-purpose scheduling tool.
Who owns Engageware?
Engageware is a portfolio company of Clearhaven Partners, a Boston-based private equity firm. Clearhaven acquired the legacy scheduling business TimeTrade in 2017 and combined it with digital engagement firm SilverCloud in 2021 to form the current Engageware entity.
How does Engageware differentiate from generic scheduling platforms?
The firm builds its scheduling and engagement tools specifically for the regulatory and operational environment of US financial institutions. This means the software accounts for compliance requirements, security protocols, and branch-level workflows that horizontal tools like Calendly or general-purpose knowledge bases do not address natively.
What types of financial institutions use Engageware?
Engageware's client base consists primarily of regional banks and credit unions across the United States. The firm does not publicly disclose a full client list, but its product is scaled for mid-tier and community financial institutions rather than global investment banks.
Is Engageware an investment firm?
No. Engageware is a technology company — a SaaS provider — not an asset manager, family office, or investment vehicle. It would not appear in an allocator's search for a GP or fund commitment. It is included in Altss primarily for reference when the name surfaces in technology-vendor or fintech-mapping contexts.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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