InvestiFi
Dover
About InvestiFi
InvestiFi, Inc. is the only WealthTech platform designed to support Investing from Checking that allows for digital investing to and from deposit accounts from within the digital banking environment. Directed integrated with the largest number of digital banking providers and cores, InvestiFi's patent-pending funds flow and user-friendly interface empowers every credit union and community bank to provide their account holders with the ability to navigate the complexities of financial markets with ease for self-directed securities and cryptocurrency, as well as guided portfolios or robo advisory. These options give community financial institutions the solutions their customers are looking for, thus supporting the effort to bring those deposits back to the financial institution, while also attracting new account holders and turning on new revenue streams through transaction and AUM fees. InvestiFi has also built an expanded education section that is available to all account holders at the financial institution to enable all to improve financial literacy, as well as support informed decision making around investing.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 51 – 100
- Estimated revenue: Less than $1M
- Total funding: $1.6M
- Funding stage: Seed
- Last round: Seed (Jan 2022)
- Website: investifi.co
- Phone: [email protected]
Industries & Categories
Credit, Cryptocurrency, Financial Services, Trading Platform
Social Profiles
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