EngageSmart | Resources - Investor FAQs

What does EngageSmart do? What branded solutions does EngageSmart Offer? When was EngageSmart founded, and when did the company go public? Who are the lead underwriters of EngageSmart's IPO? What exchange does EngageSmart trade on, and what is the company's ticker symbol? Where is EngageSmart headquartered? Who are the members of EngageSmart's board of directors? Who are the independent auditors for EngageSmart? When is the fiscal year-end? Where can I access EngageSmart's filings with the Securities and Exchange Commission (SEC)? How can I purchase EngageSmart's common stock? Where do I sign up to receive more information about EngageSmart? Where can I get more information or contact EngageSmart's Investor Relations?

What does EngageSmart do?

EngageSmart elevates digital adoption in underserved markets through engaging Software as a Service offerings with integrated payments.

What branded solutions does EngageSmart Offer?

EngageSmart solutions include InvoiceCloud, HealthPay24, DonorDrive, and SimplePractice.

When was EngageSmart founded, and when did the company go public?

EngageSmart was founded in 2009 under the name InvoiceCloud and became public in 2021.

Who are the lead underwriters of EngageSmart's IPO?

J.P. Morgan Securities LLC and Goldman Sachs Group Inc.

What exchange does EngageSmart trade on, and what is the company's ticker symbol?

EngageSmart trades on the NYSE under the symbol "ESMT."

Where is EngageSmart headquartered?

EngageSmart headquarters are located at 30 Braintree Hill Office Park, Suite 101, Braintree, Massachusetts, 02184, United States.

Who are the members of EngageSmart's board of directors?

The members of EngageSmart’s board of directors are:

Paul G. Stamas, Chairman
Robert P. Bennett, Chief Executive Officer
Deborah A Dunnam, Director
Matthew G. Hamilton, Director
David Mangum, Director
Preston McKenzie, Director
Raph Osnoss, Director
Diego Rodriguez, Director

Additional information on EngageSmart's board of directors can be found here.

Who are the independent auditors for EngageSmart?

The independent auditors for EngageSmart are Deloitte and Touche LLP.

When is the fiscal year-end?

EngageSmart’s fiscal year end is December 31.

Where can I access EngageSmart's filings with the Securities and Exchange Commission (SEC)?

Please see the SEC Filings section of our website here.

How can I purchase EngageSmart's common stock?

EngageSmart's common stock can be purchased on the open market through any registered broker.

Where do I sign up to receive more information about EngageSmart?

You can sign up for EngageSmart email alerts here.

Where can I get more information or contact EngageSmart's Investor Relations?

Additional information is available on our investor relations home page, or you may contact ir@engagesmart.com.