InvestiFi: Funding, Investors & Team (Oct 2026)
Digital investing platform integrated with digital banking platforms delivering self-directed securities, crypto and robo advisory for FIs.
InvestiFi has raised $20.0M across 1 funding round on record, the most recent an undisclosed round of $20.0M announced in Jul 2026.
That round is above the $7.6M median round size for United States companies tracked on FundedIQ over the last two years.
InvestiFi Company Profile and Key Stats
Latest funding round on record: Jul 2026.
InvestiFi Funding Rounds
InvestiFi Investors
12 investors are recorded in total; the 5 named above are those the record identifies.
InvestiFi Founders and Leadership Team
Contact details for the InvestiFi team: 1 of 2 have an email address on file, 2 have a LinkedIn profile.
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InvestiFi's latest round of $20.0M is above the median round in United States. Medians cover the last 24 months of disclosed rounds.
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InvestiFi Funding FAQs
What does InvestiFi do?
Digital investing platform integrated with digital banking platforms delivering self-directed securities, crypto and robo advisory for FIs.
How much funding has InvestiFi raised?
InvestiFi has raised $20.0M across 1 round on record. The most recent is an undisclosed round of $20.0M announced in Jul 2026.
When did InvestiFi last raise funding?
InvestiFi's most recent funding round on record is an undisclosed round of $20.0M, announced in Jul 2026.
Who has invested in InvestiFi?
Investors on record for InvestiFi include CMT Digital, Motivate Venture Capital, Idaho Central Credit Union, BankTech Ventures, United Financial Credit Union. FundedIQ records 12 investors in total.
Who founded InvestiFi?
FundedIQ lists Kian Sarreshteh (Co-Founder/CEO) at InvestiFi.
Where is InvestiFi headquartered?
InvestiFi is based in Dover, United States.
How many employees does InvestiFi have?
InvestiFi is in the 51-100 employee band.
When was InvestiFi founded?
InvestiFi was founded in 2020.
About FundedIQ's InvestiFi Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for InvestiFi is left off this page rather than filled in.
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