United States · Seed startup

Who invested in InvestiFi

2 rounds we have observed, with the 11 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Fintech

Raised 3 months ago

Funding summaryUpdated 5 Nov 2026

$22Mraised across 2 rounds since 2022, from 2 sources

$1.6MSeed$20MRound
Latest round
Round, $20MAug 2026
Led by
Vibe Credit Union
Step-upi
12.5×
Investors
11 (1 led)
See who backed them

The funding story

Each circle is a round, placed by date and sized by amount. The line above is the running total.

20222023202420252026
$1.6MSeed$20MRound
First round
Seed, $1.6M
Jan 2022
Biggest round
$20M
Round · Aug 2026
Between rounds
4.6 years
from the last two

The rounds

  1. Aug 2026
  2. Jan 2022
    Seed$1.6M2 new

    Source recorded

Founders and team

From InvestiFi's own website: 13 on the team.

  • Kian SarreshtehCEO / Board Member
  • Albert KangChief Revenue Officer
  • Kristi EvansChief Compliance Officer
  • Sean CoonceChief Technology Officer
  • Deanna CollierHead of Wealth Management
  • Sarah LambertVP Marketing
  • Ali HolmesController
  • Brian DammanGeneral Counsel
  • Chris DaltonBoard Member
  • Jeff PascoeBoard Member
  • Jennifer PrestonDirector of HR
  • Simpson CollegeCertified Information Privacy Professional; Certified Information Privacy Manager
  • Todd ClarkBoard Member

AdvisersEthan L SilverLiz RobuckRob Hoffman

Who was in which round

The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.

Everyone who backed them

CMT DigitalVC firm2rounds
Vibe Credit UnionInvestment firm1round, led 1
BankTech VenturesVC firm1round
Coastal Credit UnionInvestment firm1round
Idaho Central Credit UnionInvestment firm1round
Mid Minnesota Credit UnionInvestment firm1round
NavariInvestment firm1round
Southpoint Credit UnionInvestment firm1round
Truity Credit UnionInvestment firm1round
United Financial Credit UnionInvestment firm1round

Missing a round, or an investor who was in one? Tell us.

Quick answers about InvestiFi

Who invested in InvestiFi?

InvestiFi's investors include CMT Digital, Motivate Venture Capital, Vibe Credit Union, BankTech Ventures and Coastal Credit Union, and 6 more on record. Vibe Credit Union led its latest round.

How much has InvestiFi raised?

InvestiFi has raised $22M across 2 rounds since 2022.

When did InvestiFi last raise?

InvestiFi's most recent round, $20M, was in Aug 2026, led by Vibe Credit Union.

What was InvestiFi's biggest round?

Its most recent round, $20M in Aug 2026, is also its largest on record.

Who backed InvestiFi first?

InvestiFi's first round on record, in Jan 2022, was backed by CMT Digital and Motivate Venture Capital.

What stage is InvestiFi at?

InvestiFi's latest named round is a Seed, in Jan 2022.

Where is InvestiFi based?

InvestiFi is based in the United States.

Who led InvestiFi's rounds?

Vibe Credit Union led the funding round in 2026.

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