InvestiFi
PrivateLast Round
Early Funding
Jul 29, 2026
Total Funding Raised
$23.08M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
InvestiFi operates in FinTech and is based in Dover, Delaware. Its latest recorded funding round was an Early Funding round in July 2026.
InvestiFi is a fintech company that provides an investment resolution platform designed to integrate with digital banking platforms to enable credit unions and community banks to offer embedded investing services.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Digital Banking, Personal Finance, Stablecoins
Business Model
B2B2C
Customer Profile
Subscription SaaS, Usage-Based SaaS, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
InvestiFi Comparables
Compare InvestiFi with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Unifimoney | 92% | |
| FusionIQ | 79% | |
| EXANTE | 75% |
For institutional investors. Book with your work email.
InvestiFi Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Early Funding | Jul 29, 2026 | ||||
| Accelerator | Dec 12, 2025 | ||||
| VC Round | Feb 9, 2024 |
For institutional investors. Book with your work email.
InvestiFi Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Independent Community Bankers of America | Accelerator |
| Motivate Venture Capital | Seed |
| BankTech Ventures | Early Funding |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 29, 2026
$20M raised with Vibe Credit Union leading.
- Jun 26, 2026
Monthly visitors grew 160% MoM, reaching 7.5K.
For institutional investors. Book with your work email.
InvestiFi Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Book a demoFor institutional investors. Book with your work email.
Frequently Asked Questions
Common questions about InvestiFi's valuation, stock price, and market status.
Is InvestiFi a public or private company?
InvestiFi is a private company.
What is the current stock price of InvestiFi?
InvestiFi is a private company, so its shares have no public market price. Caplight tracks InvestiFi's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is InvestiFi worth (valuation)?
Valuation information for InvestiFi is not publicly available.
Can I buy InvestiFi stock?
InvestiFi shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was InvestiFi's last funding round?
InvestiFi's most recent funding round was Early Funding on July 29, 2026.
Who are the main investors in InvestiFi?
Key investors in InvestiFi include Independent Community Bankers of America, Motivate Venture Capital, BankTech Ventures.
Will InvestiFi IPO soon?
No public IPO plans have been announced for InvestiFi.
How can I track InvestiFi secondary market activity?
Caplight tracks bids, offers, and trades in InvestiFi's shares on secondary markets.