InvestiFi is the only 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. 

At the heart of InvestiFi's mission is the goal of democratizing investing and supporting community financial institutions, ensuring that wealth-building opportunities are accessible to everyone.

InvestiFi

This department focuses on strategic decision-making and oversight for the organization.

Executive Leadership

This department focuses on designing and bringing new products to market.

Product Development

This department focuses on ensuring adherence to laws and regulations within the organization.

Regulatory Compliance

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

Software Development

This department focuses on managing and growing client assets through personalized financial strategies and customer support.

InvestiFi

Org chart

Teams

Executive Leadership

Product Development

Regulatory Compliance

Software Development

Wealth Management

Offices

InvestiFi

Org chart

Teams

Executive Leadership

Product Development

Regulatory Compliance

Software Development

Wealth Management

Offices

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