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.

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Benefits

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

  • We work with all the top digital banking platforms (see below)
  • Or you can choose a custom API, if you prefer
  • Add features quickly and scale what you offer as needed

Easy for Them

  • Users can invest in any amount — there are no minimums
  • Buy, sell or hold stocks, options, bonds, ETFs and cryptocurrencies
  • We include investment education, for informed decision-making

Win/Win

  • Keep Account Holder relationships and funds within your ecosystem
  • Give Account Holders access to investing tools and success
  • Trades happen to and from your Account Holder's deposit accounts providing instant liquidity for buys and instant deposits on sells
Our Platforms
About

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.

Press Release

August 19, 2024

Bluestone Federal Credit Union selects InvestiFi to provide new investing solutions to its membership

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.

CTO

Sean Coonce

17+ years building and enhancing powerful products and teams

CCO

Kristi Evans

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

Controller

Ali Holmes

10+ years of accounting, audit and operations experience.

Head of Sales

James Hutchison

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

VP Marketing

Sarah Lambert

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

Chief Product Officer

Liz Robuck

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

Advisor

Robert Hoffman

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

Advisor

Dave Guttman

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

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