InvestiFi
Provides embedded investing tools that help credit unions and community banks offer investment services to customers.
Overview
InvestiFi develops embedded investing infrastructure for credit unions and community banks, enabling these institutions to add investment offerings within their customer experience. Its target market is community-based financial institutions looking to broaden services and compete with larger banks and consumer investing apps. The company’s positioning centers on embedded delivery for banks and credit unions rather than a standalone consumer brokerage brand. It raised $20 million in an undisclosed round announced July 29, 2026, with proceeds aimed at accelerating its embedded investing platform.
Funding History
InvestiFi Raises $20 Million to Accelerate Embedded Investing for Credit Unions and Community Banks
Frequently Asked Questions
- How much has InvestiFi raised in total?
- InvestiFi has raised a total of $20M across 1 funding round.
- What does InvestiFi do?
- InvestiFi develops embedded investing infrastructure for credit unions and community banks, enabling these institutions to add investment offerings within their customer experience. Its target market is community-based financial institutions looking to broaden services and compete with larger banks and consumer investing apps. The company’s positioning centers on embedded delivery for banks and credit unions rather than a standalone consumer brokerage brand. It raised $20 million in an undisclosed round announced July 29, 2026, with proceeds aimed at accelerating its embedded investing platform.
- Where is InvestiFi headquartered?
- InvestiFi is headquartered in Tampa, United States.
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