Funding

Kian Sarreshteh Co-Founded InvestiFi Raises $20M in Funding

Jul 30, 2026 | By Devin Jacobs

SUMMARY

InvestiFi has raised $20 million in funding led by Vibe Credit Union.
InvestiFi provides an embedded digital investing platform that allows credit unions and community banks to offer investing services through their online banking apps.
The company will use the funding to grow its business and expand its embedded investing solutions for financial institutions.

InvestiFi, a Dover, DE-based provider of an embedded digital investing platform for credit unions and community banks, has raised $20 million in a funding round led by Vibe Credit Union.

The round also saw participation from 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.

The company intends to use this funding to support its growth initiatives as demand for embedded investing solutions rises among financial institutions seeking to enhance customer engagement, and retain assets.

Funding Snapshot

Metric	Details
Fundraise Amount	$20 Million
Valuation	Undisclosed
Company	InvestiFi
Sector	FinTech / InvestTech
Headquarters	Dover, Delaware, USA

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About InvestiFi

Founded in 2020 by Kian Sarreshteh, InvestiFi is an InvestTech platform, and Credit Union Service Organization (CUSO) that enables credit unions and community banks to offer digital investing services directly within their existing online banking ecosystems.

The company's patent pending "Investing from Checking" capability allows account holders to buy and sell investments directly from their checking or savings accounts without transferring fund's to external brokerage, or cryptocurrency platforms. This approach simplifies the investing experience while helping financial institutions deepen customer relationships, and retain deposits.

Since 2024, InvestiFi has grown from four clients to more than 60 signed financial institutions as of July 2026 highlighting increasing adoption of embedded investing solutions in the banking sector.

Core offerings include:

Embedded digital investing solutions.
Investing directly from checking and savings accounts.
White label investing capabilities for financial institutions.
Turnkey investment platforms for credit unions, and community banks.

Core Technologies / Products / Services

Capability/Product	Application/Use Case
Embedded Investing Platform	Digital investing within banking applications
Investing from Checking	Direct investment transactions from deposit accounts
Patent-Pending Funds Flow Technology	Seamless movement of funds for investments
White-Label Investment Solutions	Customer engagement and asset retention for banks

Leadership Comments

"This funding round is a powerful validation of what we've built and where we're headed," said Kian Sarreshteh, CEO and Founder of InvestiFi. "What makes this raise especially meaningful is that so much of it comes directly from the consumer-focused financial institutions and strategic partners who use our platform every day. They aren't just customers — they're believers in our mission to democratize investing and to make sure community financial institutions can compete and win in this space.

"Vibe Credit Union believes the future of financial services belongs to credit unions that can serve every stage of a members financial journey," said Jeff Pascoe, Chief Operations and Strategy Officer at Vibe Credit Union. "For generations, credit unions have earned trust by helping members save, borrow and achieve their financial goals. The next chapter is helping them build wealth through that same trusted partnership.