# Engageware

Engageware is an Asset Manager based in Tewksbury, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Tewksbury, United States
- **Region:** North America
- **Address:** Tewksbury, MA, United States
- **Assets under management:** Undisclosed
- **Website:** engageware.com
- **LinkedIn:** https://www.linkedin.com/company/engageware

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Enterprise Software

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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