InvestiFi Employee Directory

Q: What is InvestiFi known for?

InvestiFi was founded in 2020. InvestiFi operates in the Financial Services industry.

Q: How many employees does InvestiFi have currently?

InvestiFi has approximately 85 employees.

Q: Who are InvestiFi's key employees and leadership?

InvestiFi's key employees include: Co-Founder/Ceo: K. S., Chief Compliance Officer: K. E., Chief Technology Officer: S. C., Chief Revenue Officer (cro): A. K., Chief Product Officer: C. D..

Financial ServicesIllinois, United States51-200 Employees

InvestiFi is the only InvestTech Platform designed to allow for trading to and from deposit accounts, enabling credit unions and community banks to retain more assets and attract new account holders. Through its exclusive funds flow and user-friendly interface, InvestiFi empowers every credit union and community bank to provide their account holders with the ability to navigate the complexities of financial markets with ease from within their current online banking experience. 

At the heart of InvestiFi's mission is the goal of democratizing investing and supporting community financial institutions, ensuring that wealth-building opportunities are accessible to everyone.

Find InvestiFi employees' phone numbers or email addresses

InvestiFi Global Highlights

North America
91

United States Of America
91

Asia
2

India
2

Africa
1

Nigeria
1

Europe
1

Ukraine
1

InvestiFi's Leadership

K. E.
Chief Compliance Officer
Mobile Phone
Email
S. C.
Chief Technology Officer
Mobile Phone
Email
A. K.
Chief Revenue Officer (cro)
Mobile Phone
Email
C. D.
Chief Product Officer
Mobile Phone
Email
T. C.
President
Mobile Phone
Email
D. C.
Head Of Wealth Management
Mobile Phone
Email
K. S.
Co-Founder/Ceo
Mobile Phone
Email
B. T.
Founder & President Of Odt Inc. A Wholly Owned Subsidiary Of Investifi Inc
Mobile Phone
Email

InvestiFi Employee Metrics

100%

50%

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

K. S.
Co-Founder/Ceo
Mobile Phone
Email
United States
Mar 11, 2026
T. C.
President
Mobile Phone
Email
United StatesFlorida
Feb 24, 2026
K. E.
Chief Compliance Officer
Mobile Phone
Email
Nov 12, 2025
S. C.
Chief Technology Officer
Mobile Phone
Email
United States
Mar 04, 2026
A. K.
Chief Revenue Officer (cro)
Mobile Phone
Email
United States
Mar 03, 2026
B. T.
Founder & President Of Odt Inc. A Wholly Owned Subsidiary Of Investifi Inc
Mobile Phone
Email
United States
Mar 13, 2024
C. D.
Chief Product Officer
Mobile Phone
Email
United StatesFlorida
Feb 23, 2026
D. C.
Head Of Wealth Management
Mobile Phone
Email
United StatesFlorida
Feb 23, 2026
A. H.
Controller
Mobile Phone
Email
United StatesMontana
Feb 23, 2026
D. S.
Director Of Product Design
Mobile Phone
Email
United States
Feb 23, 2026

Frequently Asked Questions

What is InvestiFi known for?

InvestiFi was founded in 2020 operates in the Financial Services industry. The company's main headquarters is located in Chicago, Illinois United States. Explore InvestiFi's company overview page for more information.

What is InvestiFi's most common email format?

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?

InvestiFi has approximately 85 employees as of March 2026. These team members are located across 4 continents, including North AmericaAsiaAfrica.

Who are InvestiFi's key employees and leadership?

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

Chief Compliance Officer: K. E.
Chief Technology Officer: S. C.
Chief Revenue Officer (cro): A. K.
Chief Product Officer: C. D.
President: T. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.