InvestiFi

Financial Software · Delaware, United States · 51-200 Employees

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Overview

Headquarters

8 The Green Ste 7529, Dover, Delaware, 1...

Revenue

$16.8 Million

Industry

Financial Software Software

About InvestiFi

InvestiFi is a financial technology company that provides a digital investing platform embedded within online and mobile banking environments. Its solution allows banks and credit unions to offer stocks, exchange traded funds, guided investing, cryptocurrency, and stablecoin access directly from customer checking accounts, while helping financial institutions retain deposits and keep investment activity inside their own ecosystem. Although affiliated entities provide regulated brokerage and advisory services, the company’s core market positioning is as a software and platform provider for financial institutions rather than as a standalone investment manager for end investors.Explore more
InvestiFi's Social MediaSIC Code 73,737NAICS Code 51,513Show more

InvestiFi Org Chart

Kian Sarreshteh, Co-Founder, Chief Executive Officer & Board Member at InvestiFi
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Co-Founder, Chief Executive Officer & Board M...

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Albert Kang, Chief Revenue Officer at InvestiFi
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Chief Revenue Officer

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Todd Clark, Chief Operating Officer, President & Board Member at InvestiFi
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Chief Operating Officer, President & Board Me...

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Director, Client Success

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InvestiFi Tech Stack

A closer look at the technologies used by InvestiFi

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Frequently Asked Questions Regarding InvestiFi

What is InvestiFi's official website?
InvestiFi's official website is www.investifi.co
What is InvestiFi's Revenue?
InvestiFi's revenue is $16.8 Million
What is InvestiFi's SIC code?
InvestiFi's SIC: 73,737
What is InvestiFi's NAICS code?
InvestiFi's NAICS: 51,513
How many employees does InvestiFi have?
InvestiFi has 51-200 employees
What industry does InvestiFi belong to?
InvestiFi is in the industry of: Financial Software, Software
What technology does InvestiFi use?
Some of the popular technologies that InvestiFi uses are: WordPress.org, PHP, Google Font API, Namecheap DNS
What does InvestiFi do?

InvestiFi is a financial technology company that provides a digital investing platform embedded within online and mobile banking environments. Its solution allows banks and credit unions to offer stocks, exchange traded funds, guided investing, cryptocurrency, and stablecoin access directly from customer checking accounts, while helping financial i... nstitutions retain deposits and keep investment activity inside their own ecosystem. Although affiliated entities provide regulated brokerage and advisory services, the company’s core market positioning is as a software and platform provider for financial institutions rather than as a standalone investment manager for end investors.Read More

What are InvestiFi social media links?
InvestiFi Linkedin page
Who invested in InvestiFi?
InvestiFi has 8 investors including Coastal Credit Union, Truity Credit Union, SouthPoint Financial and Mid Minnesota Federal Credit Union.
Is InvestiFi a public company?
InvestiFi is private company therefore does not currently have an official ticker symbol
See more information about InvestiFi

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