InvestiFi, a Credit Union Service Organization and operator of the InvestTech platform, has raised $20 million in funding. Vibe Credit Union led the round, with participation from BankTech Ventures, Idaho Central Credit Union, Navari, United Financial Credit Union, Coastal Credit Union, Mid Minnesota Credit Union, Truity Credit Union, and Southpoint Credit Union.
InvestiFi has scaled from four clients in 2024 to more than 60 signed financial institutions as of July 2026. The platform enables credit unions and community banks to offer digital investing directly within online banking, including fractional investing, guided investing, IRAs, cryptocurrency trading, and stablecoins.
Central to InvestiFi’s platform is Investing from Checking, a patent-pending flow of funds supporting investing directly from checking or savings accounts.
KEY QUOTES:
“This funding round is a powerful validation of what we’ve built and where we’re headed. What makes this raise especially meaningful is that so much of it comes directly from the consumer-focused financial institutions and strategic partners who use our platform every day. This capital raise will allow us to scale our platform and maximize adoption with the end users of these financial institutions, to pull their account holders and deposits back from third party investment platforms.”
Kian Sarreshteh, CEO and Founder, InvestiFi
“Vibe Credit Union believes the future of financial services belongs to credit unions that can serve every stage of a member’s financial journey. As a credit union, we believe we have a responsibility to invest in innovations that strengthen not only our own members’ experience, but the future of the credit union movement itself.”
Jeff Pascoe, Chief Operations and Strategy Officer, Vibe Credit Union
“BankTech Ventures backs companies that are solving real problems for community financial institutions, and InvestiFi is a great example of that. The growth trajectory InvestiFi has shown going from a handful of clients to more than 60 signed institutions in just two years shows how badly this solution was needed in the market.”
Carey Ransom, Managing Director, BankTech Ventures
