Coastal Federal Financial Group
Raleigh, North Carolina, United States, North America
Overview
As a not-for-profit, member-owned, financial cooperative, Coastal is committed to providing members with the financial services they need, when and where they need them - affordably, conveniently and professionally. We offer competitive rates as well as a wide variety of products and services designed to fit your every need.
- Total investments
- 1
- Lead investments
- 0
- Investments · 12mo
- 1
- Active investors
- 0
Investment portfolio
- InvestiFi
Participated · Equity · Jul 2026
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.
Team
No current team members are available.