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EngageSmart's Overview

Total employees27
HeadquartersBraintree
Founded

EngageSmart is a leading provider of SaaS solutions specializing in customer engagement and integrated payments. The company focuses on delivering vertically-tailored software primarily for the SMB market within specific verticals including Health & Wellness, Government, Utilities, Financial Services, and Giving. Their solutions aim to simplify client interactions, automate workflows, and streamline payments. EngageSmart operates through various solution-specific brands like SimplePractice, InvoiceCloud, DonorDrive, and HealthPay24. In January 2024, EngageSmart was acquired by investment firm General Atlantic and taken private.

Where is EngageSmart's Headquarters?

HQ Function

Serves as the central corporate hub, housing executive leadership, finance, legal, marketing, strategy, and core administrative functions.

Notable Features:

Located in a modern office park setting, offering contemporary workspaces designed to foster collaboration and innovation among employees.

Work Culture:

Emphasizes customer success, innovation, and collaboration across its various solution teams. Aims for a results-oriented environment while supporting employee growth, particularly navigating integration post-acquisition.

HQ Significance:

Acts as the primary center for strategic decision-making, corporate governance, and coordination across EngageSmart's diverse portfolio of vertical software solutions.

Values Reflected in HQ: The collaborative spaces and modern infrastructure likely reflect EngageSmart's values of teamwork, innovation, and leveraging technology for efficiency.

Location:

EngageSmart primarily operates and serves customers within the United States. While some of its solutions, particularly those acquired, may have users or clients internationally, the company's core operational footprint, support structures, and strategic focus are centered on the US market across its key verticals.

Street Address:

30 Braintree Hill Office Park, Suite 101

City:

Braintree

State/Province:

MA

Country:

USA

EngageSmart's Global Presence

American Fork, UT, USA

Address: 1375 S 500 E Suite 250, American Fork, UT 84003

Leverages the growing tech talent pool in Utah's 'Silicon Slopes' region, providing a key operational hub in the western US.

Santa Monica, CA, USA

Address: 9903 S Santa Monica Blvd, Beverly Hills, CA 90212 (Address associated with SimplePractice)

Situated in a major tech and business center, facilitating access to talent and market opportunities specific to the health-tech industry.

North Andover, MA, USA

Address: 1000 Osgood St, North Andover, MA 01845 (Address associated with HealthPay24)

Located within the Massachusetts technology corridor, supporting collaboration with the main HQ and accessing regional healthcare industry expertise.

Buying Intent Signals for EngageSmart

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of EngageSmart

As of April 2025, EngageSmart' leadership includes:

Bob Bennett - Chief Executive Officer
Cassandra Hudson - Chief Financial Officer
Kevin O'Brien - President, Enterprise Solutions
Jonathan Seltzer - President, SMB Solutions
Frank Laura - Chief Technology Officer

Investors of EngageSmart

EngageSmart has been backed by several prominent investors over the years, including:

General Atlantic (Current Owner)
Summit Partners (Previous lead investor)

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

The most significant executive-related event in the last 12 months was the acquisition of EngageSmart by General Atlantic, which closed in January 2024. Bob Bennett continued in his role as CEO following the transaction, providing leadership stability. No other major C-suite departures or hires have been publicly announced immediately following the acquisition closure.

Technology (Tech Stack) used by EngageSmart

Discover the tools EngageSmart uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

EngageSmart Email Formats and Examples

EngageSmart likely utilizes common corporate email formats. Based on patterns observed at similar tech companies and available data, the most probable format combines first name and last name.

[first].[last]@engagesmart.com

Format

bob.bennett@engagesmart.com

Example

90%

Success rate

News and media

EngageSmart, Inc.January 26, 2024

EngageSmart news title

EngageSmart announced the completion of its acquisition by an affiliate of investment firm General Atlantic for $23.00 per share in an all-cash transaction valued at approximately $4.0 billion. As a result, EngageSmart has become a private company, and its common stock ceased trading on the NYSE....more

EngageSmart, Inc.October 23, 2023

EngageSmart news title

EngageSmart entered into a definitive agreement to be acquired by investment firm General Atlantic in an all-cash transaction valued at approximately $4.0 billion. The agreement outlined the terms for taking the company private....more

EngageSmart, Inc.August 8, 2023

EngageSmart news title

EngageSmart reported its financial results for the second quarter ended June 30, 2023, highlighting revenue growth and providing business updates prior to the acquisition announcement....more

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