InvestiFi
Summary active Updated Jul 30, 2026This profile is AI-generated. If you spot an error, please help us fix it by sharing a URL to the correct information.
Founders
About
InvestiFi is a Dover, Delaware-based fintech providing embedded investing infrastructure to credit unions and community banks 12. Its platform enables financial institutions to offer digital investing directly from checking or savings accounts via a patent-pending flow of funds branded as “Investing from Checking,” aiming to help community institutions compete with larger brokerages and neobanks without asking account holders to leave their trusted banking relationship 12. InvestiFi reports scaling from 4 clients in 2024 to more than 60 signed financial institutions by July 2026 12. On 2026-07-29, InvestiFi announced a $20 million funding round led by Vibe Credit Union 12.
Disclaimer: This is a lean profile built from initial round coverage and may be expanded as more information becomes available.
Funding History
| Date | Round | Amount | Lead | Co-investors |
|---|---|---|---|---|
| 2026-07-29 | Growth | $20M | Vibe Credit Union | BankTech Ventures, Idaho Central Credit Union, Navari, United Financial Credit Union, Coastal Credit Union, Mid Minnesota Credit Union, Truity Credit Union, Southpoint Credit Union 12 |
What Investors Say
No independently sourced investor commentary quoted at press time.
What Founders Say
“This funding round is a powerful validation of what we’ve built and where we’re headed.”
— Kian Sarreshteh, CEO and Founder of InvestiFi, PR Newswire release on the funding round 1
Sources
-
PR Newswire, “InvestiFi Raises $20 Million to Accelerate Embedded Investing for Credit Unions and Community Banks,” July 29, 2026. Accessed July 30, 2026. https://www.prnewswire.com/news-releases/investifi-raises-20-million-to-accelerate-embedded-investing-for-credit-unions-and-community-banks-302837698.html↩↩↩↩↩↩
-
Fintech Global, “InvestiFi lands $20m to boost embedded investing,” July 29, 2026. Accessed July 30, 2026. https://fintech.global/2026/07/29/investifi-lands-20m-to-boost-embedded-investing/↩↩↩↩↩