# InvestiFi funding: rounds and investors > InvestiFi has raised $22M across 2 rounds since 2022. Investors include CMT Digital, Motivate Venture Capital and Vibe Credit Union. Source: https://millionrounds.com/company/investifi (Millionrounds; every figure on the page links to its filing or article) United States · [Seed startup](https://millionrounds.com/companies) # 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 Follow InvestiFi and see its new rounds in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Fcompany%2Finvestifi) Funding summary Updated 5 Nov 2026 **$22M** raised across 2 rounds since 2022, from 2 sources **$1.6M** Seed **$20M** Round - **Latest round:** Round, $20M Aug 2026 - **Led by:** Vibe Credit Union - **Step-up i:** 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. 2022 2023 2024 2025 2026 **$1.6M** Seed **$20M** Round - **First round:** Seed, $1.6M - **Biggest round:** $20M - **Between rounds:** 4.6 years ## The rounds - **Aug 2026** Round **$20M** *9 new* *2 returning* [Vibe Credit Union](https://millionrounds.com/fund/vibe-credit-union) Lead [CMT Digital](https://millionrounds.com/fund/cmt-digital) [Motivate Venture Capital](https://millionrounds.com/fund/motivate-venture-capital) [BankTech Ventures](https://millionrounds.com/fund/banktech-ventures) [Coastal Credit Union](https://millionrounds.com/fund/coastal-credit-union) [Idaho Central Credit Union](https://millionrounds.com/fund/idaho-central-credit-union) [Mid Minnesota Credit Union](https://millionrounds.com/fund/mid-minnesota-credit-union) [Navari](https://millionrounds.com/fund/navari) [Southpoint Credit Union](https://millionrounds.com/fund/southpoint-credit-union) [Truity Credit Union](https://millionrounds.com/fund/truity-credit-union) [United Financial Credit Union](https://millionrounds.com/fund/united-financial-credit-union) Reported by Ventureburn - **Jan 2022** Seed **$1.6M** *2 new* [CMT Digital](https://millionrounds.com/fund/cmt-digital) [Motivate Venture Capital](https://millionrounds.com/fund/motivate-venture-capital) Source recorded ## Founders and team From InvestiFi's own website: 13 on the team. - **Kian Sarreshteh** CEO / Board Member - **Albert Kang** Chief Revenue Officer - **Kristi Evans** Chief Compliance Officer - **Sean Coonce** Chief Technology Officer - **Deanna Collier** Head of Wealth Management - **Sarah Lambert** VP Marketing - **Ali Holmes** Controller - **Brian Damman** General Counsel - **Chris Dalton** Board Member - **Jeff Pascoe** Board Member - **Jennifer Preston** Director of HR - **Simpson College** Certified Information Privacy Professional; Certified Information Privacy Manager - **Todd Clark** Board Member Advisers *Ethan L Silver* *Liz Robuck* *Rob 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. **Seed** 2022 **Round** 2026 [CMT Digital](https://millionrounds.com/fund/cmt-digital) [Motivate Venture Capital](https://millionrounds.com/fund/motivate-venture-capital) [Vibe Credit Union](https://millionrounds.com/fund/vibe-credit-union) L [BankTech Ventures](https://millionrounds.com/fund/banktech-ventures) [Coastal Credit Union](https://millionrounds.com/fund/coastal-credit-union) [Idaho Central Credit Union](https://millionrounds.com/fund/idaho-central-credit-union) [Mid Minnesota Credit Union](https://millionrounds.com/fund/mid-minnesota-credit-union) [Navari](https://millionrounds.com/fund/navari) [Southpoint Credit Union](https://millionrounds.com/fund/southpoint-credit-union) [Truity Credit Union](https://millionrounds.com/fund/truity-credit-union) ## Everyone who backed them [CMT Digital](https://millionrounds.com/fund/cmt-digital) VC firm **2** rounds [Motivate Venture Capital](https://millionrounds.com/fund/motivate-venture-capital) VC firm **2** rounds [Vibe Credit Union](https://millionrounds.com/fund/vibe-credit-union) Investment firm **1** round, led 1 [BankTech Ventures](https://millionrounds.com/fund/banktech-ventures) VC firm **1** round [Coastal Credit Union](https://millionrounds.com/fund/coastal-credit-union) Investment firm **1** round [Idaho Central Credit Union](https://millionrounds.com/fund/idaho-central-credit-union) Investment firm **1** round [Mid Minnesota Credit Union](https://millionrounds.com/fund/mid-minnesota-credit-union) Investment firm **1** round [Navari](https://millionrounds.com/fund/navari) Investment firm **1** round [Southpoint Credit Union](https://millionrounds.com/fund/southpoint-credit-union) Investment firm **1** round [Truity Credit Union](https://millionrounds.com/fund/truity-credit-union) Investment firm **1** round [United Financial Credit Union](https://millionrounds.com/fund/united-financial-credit-union) Investment firm **1** round Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=investifi). ## 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. ## Companies like InvestiFi In the same sector, and raised in the last eighteen months. [**Pathfinder** $13M · Nov 2026](https://millionrounds.com/company/pathfinder)[**Clark** $11M · Nov 2026](https://millionrounds.com/company/clark)[**Midstream Health** $27M · Oct 2026](https://millionrounds.com/company/midstream-health)[**Settle** $103M · Oct 2026](https://millionrounds.com/company/settle)[**Collective** $219M · Oct 2026](https://millionrounds.com/company/collective)[**SpendRule** $6.0M · Oct 2026](https://millionrounds.com/company/spendrule) ## Find investors like these Search every investor by what they have actually funded, then narrow to your stage and market. Free. Open the investor searchOr these rounds in the app