๐๐ป๐๐ฒ๐๐๐ถ๐๐ถ ๐๐ฎ๐ป๐ฑ๐ $๐ฎ๐ฌ๐ ๐๐ผ ๐ฆ๐ฐ๐ฎ๐น๐ฒ ๐๐บ๐ฏ๐ฒ๐ฑ๐ฑ๐ฒ๐ฑ ๐๐ป๐๐ฒ๐๐๐ถ๐ป๐ด ๐ณ๐ผ๐ฟ ๐๐ผ๐บ๐บ๐๐ป๐ถ๐๐ ๐๐ป๐๐๐ถ๐๐๐๐ถ๐ผ๐ป๐
- 2 hours ago
- 1 min read
InvestiFi, a Credit Union Service Organization and InvestTech platform that lets credit unions and community banks embed digital investing inside their online banking, has secured $20m in a new funding round. Vibe Credit Union led the raise, with participation from BankTech Ventures, 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 describes it as the largest sum ever invested in a FinTech focused solely on bringing digital investing to American credit unions and banks.
The platform supports fractional trading in stocks and ETFs, guided investing, IRAs, digital asset trading and stablecoins. A patent-pending feature branded Investing from Checking lets account holders invest directly from checking or savings accounts without moving money to outside brokerages. InvestiFi has grown from four clients in 2024 to more than 60 signed financial institutions as of July 2026, as community institutions look to keep assets in-house and deepen account holder relationships. Research cited by the firm found nearly half of Gen Z and Millennial consumers now invest, with 43% shifting money to third-party platforms to do so.
The new capital will fund platform scaling and adoption, helping institutions recapture deposits lost to outside investment services. The deal reflects the theme of self-directed trading as lead generation, in which everyday investing activity becomes a gateway to advice and stronger primary financial relationships rather than a reason for account holders to look elsewhere.
