InvestiFi
Financial Software · Delaware, United States · 51-200 Employees
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Overview
Headquarters
8 The Green Ste 7529, Dover, Delaware, 1...Website
www.investifi.coRevenue
$16.8 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
2
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2
1
1
1
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 Org Chart
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Company Profile Activity
Activity Insights
InvestiFi is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
InvestiFi is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about InvestiFi.
InvestiFi financials insights
Gather financial insights about InvestiFi, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2026
Other Financing Round
$20M
InvestiFi Tech Stack
A closer look at the technologies used by InvestiFi
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Most Recent Scoops
Funding
Funding
Partnership
Partnership, Spending/Investment, Digital Technology, Software
New Hire
Executive Move
Executive Moves, New Hire
Partnership
Partnership, Enterprise Software, Financial Systems, Software, Banking, Consumer Finance, Industry Software
Executive Move
Executive Moves, Board of Directors
InvestiFi News & Media
Fast-Growing Fintech InvestiFi Partners with Sesimi to Scale Compliant Marketing
Automated brand control meets marketing speed: InvestiFi streamlines customer rollout with compliant, scalable content powered by Sesimi. TORONTO, Dec. 3, 2025 /PRNewswire/ -- Sesimi, a creative automation and digital asset management platform for regulated brands, has partnered with...Apiture Introduces Fintech Connector to Accelerate Innovation for Community Banks and Credit Unions
WILMINGTON, N.C.--(BUSINESS WIRE)-- #FinancialInclusion--Apiture launches Fintech Connector, enabling fintech partners to rapidly integrate their solutions with the Apiture Digital Banking Platform.
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Frequently Asked Questions Regarding InvestiFi
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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... Read More
