Fundz

InvestiFi Appoints Todd Clark as President and Chief Operating Officer

PRIVATEMar 31, 2025

Position

President

Company

InvestiFi

Todd Clark
todd.clark@investifi.co
ChicagoFinancial ServicesFinanceFintech

Description

InvestiFi has announced Todd Clark as its new President and Chief Operating Officer (COO). Clark will oversee key business aspects, bringing extensive experience from his previous role as CEO of CO-OP Solutions.

Quick answer

InvestiFi Appoints Todd Clark as President and Chief Operating Officer (March 31, 2025). InvestiFi is based in Chicago, Illinois, United States.

Who is the new President at InvestiFi?
InvestiFi named Todd Clark President, announced March 31, 2025.
What did InvestiFi announce on March 31, 2025?
InvestiFi has announced Todd Clark as its new President and Chief Operating Officer (COO). Clark will oversee key business aspects, bringing extensive experience from his previous role as CEO of CO-OP Solutions.
What does InvestiFi do?
InvestiFi, Inc. is the only InvestTech platform designed to allow trading to and from deposit accounts.
Where is InvestiFi based?
InvestiFi is based in Chicago, Illinois, United States.
Which similar companies made leadership changes around the same time?
Aon plc (March 31, 2025), State Bank of India (April 1, 2025), RHB Singapore (April 1, 2025) and Citi (March 29, 2025) also announced leadership changes within 45 days of InvestiFi.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at InvestiFi, and when

A new leader at InvestiFi brings new priorities and often new vendors. The first weeks are when they listen.

  • An alert the day InvestiFi raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at InvestiFi, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at InvestiFi. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

InvestiFi

Location

Chicago, Illinois, United States

About

InvestiFi, Inc. is the only InvestTech platform designed to allow trading to and from deposit accounts. The platform enables credit unions and community banks to retain more assets and attract new account holders. InvestiFi empowers financial institutions to navigate the complexities of financial markets easily. The company's mission is to democratize investing and support community financial institutions.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment InvestiFi changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Todd
Likely contact at this company
••••••••@••••••••

See Todd's verified email →

Sean
Senior decision-maker at this company
••••••••@••••••••

See Sean's verified email →

Kristi
Senior decision-maker at this company
••••••••@••••••••

See Kristi's verified email →

Sarah
Likely contact at this company
••••••••@••••••••

See Sarah's verified email →

Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for InvestiFi's next move

Learn about Strategic plan

InvestiFi changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.