InvestiFi

Financial Software · United States · 11-50 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
2
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2
1
1

About InvestiFi

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.Explore more
InvestiFi's Social MediaPopular SearchesInvestiFi IncInvestify LLCSIC Code 73,737NAICS Code 51,513Show more

InvestiFi Org Chart

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Chief Revenue Officer

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Chief Technology Officer

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Todd Clark, President at InvestiFi
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President

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Vice President, Sales

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Company Profile Activity

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Among all Software companies

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High 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

See All InvestiFi's Financials Insights

InvestiFi Tech Stack

A closer look at the technologies used by InvestiFi

Most Recent Scoops

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
New Hire
Executive Move
Executive Moves, New Hire
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InvestiFi News & Media

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Top Financial Software Companies

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 <$5 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 11-50 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
Who is the CTO of InvestiFi?
InvestiFi's CTO is Sean Coonce
What does InvestiFi do?

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.... Read More

What are InvestiFi social media links?
InvestiFi Linkedin page
Who invested in InvestiFi?
InvestiFi has 8 investors including Truity Credit Union, SouthPoint Financial, Idaho Central Credit Union and Vibe 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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