InvestiFi, a digital investing platform for credit unions and community banks, has seen a record year, expanding its client base, launching a new flagship digital investing solution and strengthening its leadership team to support growth.
“This year, we’ve made major strides in helping credit unions and community banks deliver modern, integrated investing experiences,” Kian Sarreshteh, CEO of InvestiFi, said. “By adding new clients, launching our home-grown guided investing (robo-advisory) solution, a stablecoin offering and expanding our 100% U.S. based team from 39 to 80, we’re enabling institutions to compete with larger banks and fintech platforms while keeping account holder relationships front and center. … The market for digital investing is evolving faster than ever, and community financial institutions need solutions that empower their account holders. The momentum we have seen reflects both the trust our clients place in us and the growing demand for seamless, digital-first investing solutions.”
InvestiFi began 2025 with four live clients, and will end the year with over 20 live clients, with a full implementation schedule of at least 1 implementation every 2 weeks moving into 2026.
“Financial institutions are increasingly recognizing the value of digital investing solutions that keep account holders engaged and financially empowered,” Sarreshteh said. “Our solutions let these institutions provide experiences comparable to the nation’s leading investment platforms, all through their own digital banking platforms. Having a digital investment experience, combined with the physical presence banks and credit unions have in their communities, puts banks and credit unions in a position to fight back and win against the fintechs and neobanks who have been eating their deposits in recent years.”
InvestiFi’s newest solution, guided investing, was launched in April 2025. InvestiFi built this robo-advisory engine from the ground up, and included the ability to use the FI’s money market account as the cash component to these portfolios.
“We’re also expanding integrations with leading digital banking platforms and building integrations direct-to-core, to add the most value to FIs, where InvestiFi will end the year with over 15 digital banking and core integrations, and will continue to build new integrations moving into 2026,” Sarreshteh said. “We understand the importance and impact of supporting banks and credit unions’ end user marketing efforts, which is why InvestiFi also recently shipped a tool where financial institutions can download pre-approved marketing content with pre-drafted disclosures, skin the ad with their branding and logo, to have marketing content readily optimized for an omnichannel approach with custom ads for web, mobile, email, in-banking ads and even ATM screens.”
InvestiFi’s innovation has been recognized across the fintech and credit union industry, including Best of Show at the Governmental Affairs Conference 2025, Best Alternative Investing Solution at FinovateFall, and Finalist for Best Digital Solution Provider, WealthTech, and Invest Tech Start-up of the Year at the Banking Tech Awards.
“These awards confirm the impact our solutions and innovation are having for credit unions and community banks,” Sarreshteh said. “This recognition highlights our mission to make investing more accessible and intuitive. It’s exciting to see our solutions acknowledged as a leader in the space and to know we’re helping reshape how financial institutions deliver alternative investment opportunities.”
The company has also grown from 39 employees at the end of 2024 to 80 by October 2025. Key hires include Patrick McNally, chief product officer; Todd Clark, president and chief operating officer; Albert Kang, chief revenue officer, and Ethan Silver, strategic advisor.
“Our growth is driven by a world-class team. Selecting top talent ensures we can scale responsibly, deliver ambitious product roadmaps and provide clients with the highest level of service and innovation,” Sarreshteh said.
InvestiFi has also been active in the industry, attending 32 conferences with 12 speaking engagements, and forming strategic partnerships with Volcorp, MDT, ModernFi, Velera and Circle.
“As we move into the rest of 2025 and beyond, our focus is on scaling our digital investing platform, delivering new asset classes, expanding learning resources and upleveling the experience overall to delight our clients and their account holders,” Sarreshteh said. “Our goal is to help financial institutions compete with larger banks and fintech firms by providing seamless, personalized investing experiences that strengthen account holder loyalty and drive growth. With the continued expansion of our team and client base, we’re poised to bring world-class digital investing capabilities to more communities across the U.S.”
