Investing for everyone. Growth for you.

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 attract new Account Holders and expand your relationship with existing ones.


InvestiFi your bottom line.

Don’t lose Account Holders’ funds and loyalty to FinTechs and external exchanges when you can give them the tools to build their financial future through an app they a­lready use — yours!

Easy for You

Easy for Them


Our Platforms

Are you missing out on Accounts, money and more?

At InvestFi, we saw a legion of Account Holders hungry to explore investing but denied the access. And a nation of traditional institutions losing capital to FinTech apps. So, we  set out to bring self-directed investing to every Account Holder and every financial institution 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.


17+ years building and enhancing powerful products and teams


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


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


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


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

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