Funded Tech Companies
InvestiFi
InvestiFi, operating out of Dover, received equity investments through SouthPoint Bank, Vibe Capital and BankTech Ventures.
Company Overview
Company Name
InvestiFi
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
8 The Green 7529
Dover, DE 19901
USA
Dover, DE 19901
USA
Phone
Undisclosed
Website
Email Address
Company Background Information
Overview
At InvestiFi, we believe in the power of community and the financial institutions that support them. Our digital investing platform is built to deliver digital investing solutions to account holders from within the online banking experience they already know and trust -- yours! Our Mission: To democratize investing and support community financial institutions, ensuring wealth-building opportunities are accessible to everyone.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
7/29/2026
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Chief Executive Officer
Kian Sarreshteh
Chief Financial Officer
Deanna Collier
Chief Technical Officer
Sean Coonce
Controller
Ali Holmes
President
Todd Clark
VP - General Counsel
Brian Damman
VP - General Counsel
Kristi Evans
VP - Human Resources
Jennifer Preston
VP - Marketing
Sarah Lambert
VP - Product Management
Patrick McNally
VP - Sales
Albert Kang
Company Investors
- SouthPoint Bank
- Vibe Capital
- BankTech Ventures
- Coastal Ventures
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