More Deposits
More Account Holders
More Growth

Keep Account Holders — and their assets — with your institution while helping them build a financially secure future.

InvestiFi’s self-directed investment solution integrates seamlessly into your existing digital banking platform to help retain deposits and existing Account Holders while attracting new ones.

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Benefits

Bring investing inside.

Don’t lose Account Holders’ funds — and loyalty — to FinTechs and external exchanges.  Give them the tools to build their financial future through an online banking experience they a­lready know and trust — yours!

Seamless for You

  • Leverage our integration with your Digital Banking Provider and Banking Core to create a smooth and secure experience for all users
  • Access our U.S.-based support for your needs AND your Account Holders
  • Manage and increase engagement through our deep analytics and insights

Simple for Them

  • Invest in any amount including fractional investing for as little as $1.00
  • Buy, sell or hold stocks, ETFs and cryptocurrency directly from their checking account
  • Use our robust investment educational resources for informed decision-making

Successful for All

  • Give Account Holders access to the investing tools they want, including a Robo Advisor to rebalance portfolios according to risk tolerance and interest
  • Keep Account Holder relationships and funds within your ecosystem
  • Deliver a secure investing experience using the only InvestTech platform built to enable transactions to and from deposit accounts
Our Platforms
About

Are you losing deposits, Account Holders and more?

At InvestFi, we saw a legion of Account Holders hungry to explore investing and a nation of Community Credit Unions and Banks losing assets to FinTech apps. So, we set out to bring self-directed investing to every Account Holder and Community Credit Union and Bank with a solution that’s secure, scalable and rooted in a “people helping people” mindset.

Press Release

September 30, 2024

InvestiFi Launches Securities Investment Service for Community Credit Unions and Banks

Read the Latest

“

At Frankenmuth Credit Union, we've always been committed to embracing innovation and providing our members with the tools they need to thrive in a rapidly evolving financial landscape. Partnering with InvestiFi to offer cryptocurrency services is a testament to our dedication to staying at the forefront of technological advancements. We believe that by bridging the gap between traditional finance and the exciting world of cryptocurrencies, we are not only enhancing our members’ financial possibilities but also shaping the future of banking.”
Vickie Schmitzer, CEO of Frankenmuth Credit Union
There are many parallels to be drawn between the foreign exchange and cryptocurrency markets. It was a natural progression for Spotex to deploy its execution capabilities in the digital asset space. InvestiFi’s innovative platform and seamless user experience, in partnership with Spotex’s proven and trusted order matching capabilities, provide credit union clients access to world-class liquidity.”
John Miesner, CEO of Spotex
We are always looking for innovative ways to enhance our offerings and serve our clients' needs. InvestiFi’s integration with our platform allows us to offer our credit unions a unique set of cutting-edge solutions for crypto that are secure, compliant and user-friendly. We are excited to work with InvestiFi and explore the opportunities that crypto presents for our clients.”
Geoff Johnson, CEO of CU*Answers
We are thrilled to join forces with InvestiFi, extending a helping hand to credit unions in meeting the surging demand for digital asset solutions. InvestiFi’s cutting-edge offerings make it a leader in this domain, and we are confident that together, we can redefine how credit unions cater to their members’ cryptocurrency investing needs.”
Josh Herman, CEO of CU Digital One
InvestiFi allows us to offer our members a unique set of cutting-edge solutions … that are secure, compliant and user-friendly.”
Eric Hilaire, Chief Digital Officer of WeStreet Credit Union
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Our Team

Meet our leadership

We have more than 150 years of combined experience in financial institutions, FinTech, engineering and product development.

CEO / Board Member

Kian Sarreshteh

10+ years founding and scaling successful companies within the tech and finance sectors.

Board Member

Todd Clark

20+ years leadership experience, most recently as CEO of Co-op Solutions.

Board Member

Chris Dalton

30+ year entrepreneur with a demonstrated history of starting, growing and exiting business in the technology industry.

Chief Technology Officer

Sean Coonce

17+ years building and enhancing powerful products and teams

Chief Product Officer

Liz Robuck

12+ years in project management across Fortune 500 and startup companies

President and COO

Dave Guttman

25+ years of delivering results by applying sound business principles, strong leadership skills, and the ability to think creatively.

Chief Compliance Officer

Kristi Evans

17+ years of regulatory, compliance, and financial risk management experience

VP Marketing

Sarah Lambert

20+ years creating and implementing successful integrated marketing programs for startups and Fortune 500 companies.

Controller

Ali Holmes

10+ years of accounting, audit and operations experience.

Advisor

Robert Hoffman

15+ years’ experience leading double- and triple-digit growth at financial firms.

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