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InvestiFi Employee Directory

Financial ServicesIllinois, United States51-200 Employees

InvestiFi, based in Chicago, Illinois, operates an InvestTech platform that enables trading to and from deposit accounts. It targets credit unions and community banks, enabling them to retain assets and attract new account holders by embedding investment capabilities into existing online banking experiences. The company's mission is to democratize investing and support community financial institutions, making wealth-building opportunities more accessible.

Its focus is the financial services industry, positioning InvestiFi as an InvestTech provider that integrates investing into retail banking channels. In 2026, the company announced partnerships with PenFed Credit Union and Tucson Federal Credit Union to embed investment features within their online platforms.

Find InvestiFi employees' phone numbers or email addresses

InvestiFi Global Highlights

Location
Employees

North America
86

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  • United States Of America
    86

Asia
2

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  • India
    2

Africa
1

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  • Nigeria
    1

Europe
1

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  • Ukraine
    1

InvestiFi's Leadership

  • Stylized image of a person
    K. E.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    A. H.
    Client Success Manager
    Phone icon
  • Stylized image of a person
    M. J.
    Senior Account Executive
    Phone icon
  • Stylized image of a person
    D. G.
    Back End Developer
    Phone icon
  • Stylized image of a person
    C. G.
    Software Engineer
    Phone icon
  • Stylized image of a person
    K. F.
    Bsa/Aml Analyst
    Phone icon

InvestiFi Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Customer Success
  • Product Management
  • Marketing
  • Sales
  • Other
  • Operations
  • Information Technology
  • Business Development
  • Analytics
  • Banking
  • Business
  • Entrepreneurship
  • Finance

Contact profiles from InvestiFi

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. E.
    Chief Compliance Officer
    Phone icon
    Jul 17, 2026
  • Stylized image of a person
    A. H.
    Client Success Manager
    Phone icon
    Jul 10, 2026
  • Stylized image of a person
    M. J.
    Senior Account Executive
    Phone icon
    Jul 17, 2026
  • Stylized image of a person
    D. G.
    Back End Developer
    Phone icon
    May 28, 2026
  • Stylized image of a person
    C. G.
    Software Engineer
    Phone icon
    Bay
    Jun 27, 2026
  • Stylized image of a person
    K. F.
    Bsa/Aml Analyst
    Phone icon
    Apr 15, 2026

Frequently Asked Questions

What is InvestiFi known for?

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InvestiFi was founded in 2020 operates in the Financial Services industry. Explore InvestiFi's company overview page for more information.

What is InvestiFi's most common email format?

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InvestiFi employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more InvestiFi email formats with LeadIQ.

How many employees does InvestiFi have currently?

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InvestiFi has approximately 80 employees as of July 2026. These team members are located across 4 continents, including North AmericaAsiaAfrica.

Who are InvestiFi's key employees and leadership?

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As of July 2026, InvestiFi's key employees include:

  • Chief Compliance Officer: K. E.
  • Client Success Manager: A. H.
  • Senior Account Executive: M. J.
  • Back End Developer: D. G.
  • Software Engineer: C. G.

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