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.

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

Simple for Them

Successful for All

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.

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

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

Board Member

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

Board Member

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

CTO

17+ years building and enhancing powerful products and teams

CCO

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

Controller

10+ years of accounting, audit and operations experience.

Head of Sales

15+ years of senior leadership experience running sales, go-to-market, and business development organizations.

VP Marketing

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

Chief Product Officer

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

Advisor

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

Advisor

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

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