InvestiFi logo

InvestiFi

Est. 2020Β·
πŸ‡ΊπŸ‡Έ
United States
Visit InvestiFi β†’
business-services
Last verified Jul 03, 2026

β–£About InvestiFi

InvestiFi is a financial technology company that embeds digital investing inside banks and credit unions. Its platform lets account holders buy stocks and ETFs, use guided investing, and access crypto trading and stablecoins from within online banking, while helping financial institutions retain deposits and earn non-interest revenue.

β—‰Leadership

Kian Sarreshteh
Kian Sarreshteh
Co-Founder, Chief Executive Officer
in β†—
Todd Clark
Todd Clark
President and COO
in β†—
Sean Coonce
Sean Coonce
Chief Technology Officer
in β†—
Patrick McNally
Patrick McNally
Chief Product Officer
in β†—
Kristi Evans
Kristi Evans
Chief Compliance Officer
in β†—
Albert Kang
Albert Kang
Chief Revenue Officer
in β†—
Sean Ristau
VP of Digital Assets

β˜…Recent Reviews

No reviews yet.

Company Details

Year formed2020
HQ countryUnited States
Founded inDover, DE

Data Provenance

βœ“Facts verified by 21Rates research Β· Jul 03, 2026
βœ“1 sources cited on this page
21rates.com/companies/investifi Β· structured data: Organization Β· Person Γ—7

Similar Companies

Is this your company?

Claim this listing to manage your profile, update your information, and connect with thousands of Bitcoin-focused users on 21Rates.