InvestiFi lands $2.66M from VolCorp to embed investing in credit unions

What's the deal? Volunteer Corporate Credit Union (VolCorp)Dealroom has a profile for this one. Try Dealroom → has invested $2.66 million in InvestiFi, a credit union service organisation that embeds digital investing tools inside banking apps. The late-stage round deepens a strategic partnership the two formed in 2025.

What does InvestiFi do? It lets financial institutions offer stocks, ETFs, and guided investing through their existing online and mobile banking platforms. The pitch: keep members' assets inside the credit union's own ecosystem rather than ceding them to outside brokerages.

Why now? InvestiFi has scaled fast. It went from five signed credit unions at the end of 2024 to more than 60 financial institution clients, representing over five million online banking users, by mid-2026.

What's the endgame? VolCorpDealroom has a profile for this one. Try Dealroom → frames the deal as preparing credit unions for shifting member expectations and competition. "Our responsibility is not only to meet today's needs but to help credit unions prepare for what's ahead," said Jeff Merry, president and chief executive officer of VolCorp.

By the numbers: At $2.66 million, the round sits in the bottom quartile of disclosed deal sizes — a modest cheque that reflects its nature as a strategic top-up rather than a growth raise.

Founder and chief executive officer Kian Sarreshteh called the investment "yet another vote of confidence in what InvestiFi is bringing to the market."

The signal: Credit unions are racing to match the digital investing features of fintech apps without sending members elsewhere. InvestiFi's quick client growth — and a corporate credit union backing it with capital — shows embedded investing is becoming table stakes for retaining deposits and relationships.

Read more: cutoday.info

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