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InvestiFi Raises $20 Million to Accelerate Embedded Investing for Credit Unions, Led by Vibe Credit Union. The funding will support growth from 4 to 60+ signed institutions in less than 18 months.

PRIVATEJul 29, 2026

Amount Raised

$20 Million

Round Type

Venture

ChicagoFinancial ServicesFinanceFintech

Investors

BankTech VenturesIccu (Idaho Central Credit Union)NavariUnited Financial Credit UnionCoastal Credit UnionMid Minnesota Credit UnionTruity Credit UnionSouthpoint Credit UnionVibe Credit Union

Description

InvestiFi has raised $20 million in funding, led by Vibe Credit Union. This round includes participation from various credit unions and fintech investors. The investment aims to enhance digital investing capabilities within online banking for credit unions and community banks. InvestiFi's focus on supporting American credit unions and banks underlines the importance of accessible digital investing.

Quick answer

InvestiFi raised $20 Million in a funding round, dated July 29, 2026. Investors: BankTech Ventures, Iccu (Idaho Central Credit Union), Navari, United Financial Credit Union, Coastal Credit Union, Mid Minnesota Credit Union, Truity Credit Union and Southpoint Credit Union. InvestiFi is based in Chicago, Illinois, United States.

How much did InvestiFi raise?
InvestiFi raised $20 Million in a funding round on July 29, 2026.
Who invested in InvestiFi?
BankTech Ventures, Iccu (Idaho Central Credit Union), Navari, United Financial Credit Union, Coastal Credit Union, Mid Minnesota Credit Union, Truity Credit Union and Southpoint Credit Union are named as investors in this round.
What does InvestiFi do?
InvestiFi, Inc. is the only InvestTech platform designed to allow trading to and from deposit accounts.
Where is InvestiFi based and how big is it?
InvestiFi is based in Chicago, Illinois, United States. Fundz records about 57 employees.
Who are the decision-makers at InvestiFi?
Fundz holds 4 contacts at InvestiFi, including the Vice President, Digital Assets. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Financial Services and Finance around the same time

Companies in the same sectors as InvestiFi that raised within 45 days of this round, from Fundz verified event records.

  • Split Pay raised $125M (Series A) on September 11, 2026.
  • Credos Partners raised $1.2M (Pre-Series A) on September 11, 2026.
  • Kapital raised $125M on September 9, 2026.
  • Betterplan raised $1.1M (Seed) on September 9, 2026.
  • Creditstar Group raised $5.4M (Convertible Note) on September 8, 2026.
  • Nayla Finance raised $18M (Pre-Series A) on September 4, 2026.

Who to call at InvestiFi, and when

A new round usually means InvestiFi is about to hire and buy. The teams that reach out first get the meeting.

  • 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

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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.

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

Related People

4 contacts
Verified contactsSean R., Vice President, Digital Assets hidden hiddenSee plans and pricing
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InvestiFi raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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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.