InvestiFi, Inc., a Credit Union Service Organization (CUSO), is the award-winning InvestTech Platform designed to allow for trading to and from deposit accounts, enabling credit unions and community banks to retain more assets and attract new account holders. Through its exclusive funds flow and user-friendly interface, InvestiFi empowers every credit union and community bank to provide their account holders with the ability to navigate the complexities of financial markets with ease from within their current online banking experience.

Key Contact

Funding Events

Date	Amount	Type	Investors	Valuation
07/31/26	$20,000,000		BankTech Ventures Coastal Credit Union Idaho Central Credit Union Mid Minnesota Credit Union Navari Southpoint Credit Union Truity Credit Union United Financial Credit Union Vibe Credit Union	undisclosed