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About InvestiFi

At InvestiFi, we believe in the power of community and the financial institutions that support them. Our digital investing platform is built to deliver digital investing solutions to account holders from within the online banking experience they already know and trust – yours!

Check out more about our story below!

Why InvestiFi

How we’re different.

Credit Unions and local Retail Banks are fully focused on the communities they serve. Through our solutions, we support these community financial institutions with tools to enable their account holders as they build toward a brighter financial future.

Our Mission

To democratize investing and support community financial institutions, ensuring wealth-building opportunities are accessible to everyone.

Our Vision

To become the trusted market leader in digital investing solutions for community financial institutions.

Our Values

We create success for all by:

Acting with Integrity
Upholding a Community First Mindset
Delivering Best-in-Class Solutions

The InvestiFi Story

Our Journey

InvestiFi was built on the principle that community financial institutions should be able to offer their account holders digital investing solutions from within their online banking experience, with a particular focus on improving the health and wellness of those community financial institutions.

2025 - Q1

InvestiFi will launch its Guided Investing (Robo Advisory) product, and double the size of its U.S. based Tech and Product team (to get to 30 total team members), to accelerate the roadmap, driving more features around trading, wealth management and engagement.

2024 - Fall

InvestiFi launches its Stocks and ETFs product with its 4th credit union, maintaining its Investing from Checking flow of funds to be consistent with the crypto trading product.

On Demand Trading drives over $17 million in revenue YTD, with significant free cash flow to allow InvestiFi to reinvest back into its business.

2024 - Spring

The rebrand to InvestiFi is successfully completed and InvestiFi launches with its 3rd credit union.

InvestiFi acquires a Broker Dealer and launches a wholly owned RIA, to provide a vertically integrated experience from technology, to broker dealer services, to financial advisory for our Guided Investing product.

2023 - Fall

CryptoFi launches with 2 Credit Unions, and closes a $5 million round of funding from CU Wealth Next, a WealthTech focused CUSO, with the intention to rebrand to InvestiFi.

2022 - Fall

FTX happens, and forces CryptoFi to rethink its business model.

With our unique integrations already built to many digital banking providers and cores, we decide to leverage these existing integrations and flow of funds to spin up a Stocks, ETF and Robo Advisory offering in order to gain more adoption through traditional equities, versus offering crypto alone. The same investors agree with our approach and invest another $2 million.

CryptoFi launches On Demand Trading, to drive a new channel of revenue, while the securities product for InvestiFi is spun up.

2022 - January

CryptoFi closes $1.55 million in funding from Aktion Partners, Motivate Venture Capital and CMT Digital.

2021 - January

CryptoFi is officially started in the midst of a crypto bull market, with the thesis of embedding crypto trading inside of the online and mobile banking experience of credit unions and community banks, driving revenue for these institutions via transaction fees through this channel. This was the onset of the architecture for “Investing from Checking”, that is still unique to InvestiFi today.

InvestiFi

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If you’re not part of a Financial Institution (Credit Union or Bank) and are interested in buying, trading or selling Cryptocurrency, please visit our subsidiary On Demand Trading for more information.

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