InvestiFi offers a turnkey InvestTech platform that allows credit unions and community banks to provide digital investing inside their existing online banking experiences. Its platform features fractional investing in stocks and ETFs, guided investing, IRAs, cryptocurrency trading, and stablecoins, with additional products planned. A patent-pending flow-of-funds capability called Investing from Checking enables trading to and from deposit accounts, intended to reduce friction and keep assets within member institutions. The company identifies as award-winning and has grown its signed customer base from 4 institutions in 2024 to more than 60 by July 2026. InvestiFi is organized as a Credit Union Service Organization (CUSO) and is based in Dover, Del. The firm’s stated mission is to democratize investing and help community financial institutions retain assets and deepen account-holder relationships.

Total raised

$20M

Funding rounds

1

Latest round

Equity

Latest activity

Jul 2026