ConnectFI

Loan Origination Softwareconnectfi.com

ConnectFI is a Madison, Wisconsin-based private software company that provides online loan application and lending workflow software to banks and credit unions, enabling them to originate business loans digitally.

Company typePrivate
Founded-
HeadquartersMadison, United States
Headcount11–50
GTM typeB2B
OfferingSoftware

What ConnectFI does

ConnectFI is a Madison, Wisconsin-based private software company that provides online lending application software to banks and credit unions. Its stated value proposition is enabling depository institutions to grow their business loan portfolios through digital application workflows, positioning it as a vertical SaaS vendor in the community-banking lending technology stack. The company operates with 11-50 employees, indicating an early-to-growth stage organization that has progressed past founding but has not reached mid-market scale.

The company's product and technology details could not be verified — its website (connectfi.com) displayed a verification/loading page during data collection, and no product modules, integration partners, technology stack, pricing model, or platform architecture information was available from alternative sources. No customer logos, case studies, management team bios, funding history, or partnership announcements were disclosed. This represents a significant data gap that prevents assessment of product differentiation, go-to-market motion, customer base composition, and competitive positioning within the digital lending software market.

Given the absence of disclosed revenue, funding, and customer information, ConnectFI's business model mechanics — pricing structure, contract length, deployment model (cloud vs. on-premise), and revenue per customer — cannot be reliably characterized. The company's target buyer segment (banks and credit unions) is typically associated with longer sales cycles, compliance-driven procurement, and lower customer counts than horizontal SaaS, but no primary or third-party evidence confirms whether ConnectFI has achieved meaningful penetration in this market.

ConnectFI firmographics

Firmographics

Name: ConnectFI
Website: https://connectfi.com
Company type: Private
Headcount range: 11–50 employees
Short description: ConnectFI is a Madison, Wisconsin-based private software company that provides online loan application and lending workflow software to banks and credit unions, enabling them to originate business loans digitally.
Ownership category
akta.pro rank

ConnectFI industry classification

Industry

Product category: Loan Origination Software
NAICS: Activities Related to Credit Intermediation (5223)
SIC: Loan Brokers (6163)
akta.pro primary industry: Embedded Lending & Credit (POS, Working Capital, Credit Lines) (FSAGALAD)
akta.pro secondary industry: Payment Gateways & API Connectivity (FSAGABAB)

Keywords

Loan origination software
Online lending platform
Credit union software
Banking technology
Digital lending platform

Where ConnectFI is headquartered

Location

Headquarters

HQ city: Madison
HQ country: United States
HQ region: North America

Markets served

ConnectFI business model

Business model

GTM type: B2B
Offering type: Software
Cost components: Personnel, Technology or R&D, Marketing or Sales, Operations

ConnectFI product offering

Product offering

Core offering

ConnectFI provides lending software that lets banks and credit unions originate and grow loan volume through online loan applications. The product is targeted at community banks and credit unions that need a digital channel for consumer/member loan intake and processing.

Product overview

No product or service information available. The source page displayed a verification/loading screen requiring human confirmation before content was accessible.

Differentiator

Problem solved

Functional benefit

Products and services

Online loan application software ConnectFI's flagship lending software that allows banks and credit unions to capture and process loan applications through an online channel, supporting growth of their consumer or member loan business.

Companies that use ConnectFI

Customer profile

Ideal customer profiles1 record

ConnectFI technology and API

Technology

Technology focussed Yes

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

ConnectFI partnerships and signals

Strategic signal

Recent moves1 record

Expansion highlights1 record

ConnectFI competitors and assessment

Company assessment

Direct peers

nCino: nCino provides a cloud-based bank operating system with strong loan origination capabilities for banks and credit unions — directly competitive with ConnectFI's positioning as lending software for online loan applications at FIs.
MeridianLink: MeridianLink provides loan origination, account opening, and data verification software specifically built for banks, credit unions, and mortgage lenders — a closely aligned peer for ConnectFI's target customer and product set.
Blend: Blend is a digital lending platform that powers consumer, mortgage, and small business loan applications for banks and credit unions — directly comparable to ConnectFI's online loan application focus.
Q2 Holdings: Q2 provides digital banking and lending software specifically to community banks and credit unions, with embedded loan application and account opening flows — overlapping directly with ConnectFI's target customer base and product surface.

Broad incumbents

Finastra: Finastra is a large financial software vendor with loan origination and digital channel solutions for banks and credit unions, competing with ConnectFI in the FI lending software category.
Temenos: Temenos is a large incumbent core banking and loan origination platform used by banks and credit unions globally; it competes with ConnectFI for FI lending software spend, though at a much larger scale and broader scope.
Jack Henry: Jack Henry provides core banking and lending technology (including its LoanVantage and jXchange platforms) to community banks and credit unions in the US, overlapping with ConnectFI's market.

Others

Plaid: Plaid provides the financial data connectivity and verification infrastructure that underpins many online loan applications, including those at banks and credit unions; not a direct competitor but an ecosystem participant adjacent to ConnectFI's product.

Emerging players

LoanPro: LoanPro provides cloud-based loan servicing and origination software to lenders; while broader than ConnectFI's stated scope, it competes for similar lending technology budget at non-bank and FI lenders.
TurnKey Lender: TurnKey Lender provides lending automation and origination software to banks, credit unions, and alternative lenders — partial overlap with ConnectFI's FI-focused loan application software.

Market position

Strengths2 records

Weaknesses2 records

Competitive moat2 records

Key risks3 records

Key highlights3 records

Customer concentration

ConnectFI financial estimates

Financial estimate

Revenue estimate

Valuation estimate

ConnectFI leadership team

Management profile

Number of profiles

ConnectFI funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

ConnectFI M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ConnectFI

What does ConnectFI do?

When was ConnectFI founded?

ConnectFI was founded in -1. It employs 11 to 50 people.

Where is ConnectFI based?

ConnectFI is headquartered in Madison, United States, in the North America region.

Who are ConnectFI's main competitors?

Direct peers on record are nCino, MeridianLink, Blend and Q2 Holdings. Broad incumbents are Finastra, Temenos and Jack Henry. Plaid is listed as an others. Emerging players are LoanPro and TurnKey Lender.

Does ConnectFI have an API?

No public API is recorded for ConnectFI.

What industry is ConnectFI in?

ConnectFI's product category is Loan Origination Software. Its primary akta.pro industry code is FSAGALAD, Embedded Lending & Credit (POS, Working Capital, Credit Lines), with a secondary code of FSAGABAB, Payment Gateways & API Connectivity. Its NAICS code is 5223 and its SIC code is 6163.