Investing for everyone. Growth for your CU.
Keep Members — and their assets — with your credit union while helping them build a financially secure future. InvestiFi’s self-directed investment solution integrates seamlessly into your existing digital banking platform to attract new Members and expand your relationship with existing ones.

Credit

Finance

Investment Management

InvestiFi

InvestiFi's headquarters in Chicago, United States

Sean Coonce

Alyssa Atkins

Liz Robuck

Buck Austin

Skyler Perry

Chris Casey

Alexander Lukens

This department focuses on designing, building, and maintaining software applications and systems.

Software Development

This department focuses on ensuring clients receive optimal support and service throughout their engagement.

Client Success

This department oversees the development and strategy of products, ensuring that they meet customer needs and align with business objectives.

Product Management

The Engineering Team at InvestiFi is responsible for developing and maintaining the company's self-directed investment solution. This includes integrating the investment platform into existing digital banking systems, ensuring a seamless user experience, optimizing system performance, and implementing new features to attract new members and strengthen relationships with existing ones. They work collaboratively to deliver robust, secure, and user-friendly technological solutions that support the financial growth and security of credit union members.

Engineering Team

This department focuses on managing customer relationships and driving sales growth through account management and revenue generation.

Sales Department

This department provides expert advice and guidance to support organizational goals and decision-making.

InvestiFi

Org chart

Teams

Software Development

Client Success

Product Management

Engineering Team

Sales Department

Advisory Services

Offices

InvestiFi

Org chart

Teams

Software Development

Client Success

Product Management

Engineering Team

Sales Department

Advisory Services

Offices

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