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

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

Software Development

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 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

This department oversees the adherence to regulatory requirements and the implementation of compliance measures across various operations.

Compliance Operations

The Leadership Team at InvestiFi spearheads the strategic direction and technological innovation of the company, ensuring seamless integration of investment solutions into credit union platforms. Comprised of top executives, they focus on expanding partnerships, driving growth, and enhancing member engagement to build financially secure futures for all clients.

People (8)

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Other teams

Engineering Team

Client Success

Product Management

Compliance Operations

Leadership Team