Credit Union Service Organization (CUSO) InvestiFi has landed $20 million in a funding round led by Vibe Credit Union, with participation from BankTech Ventures, ICCU (Idaho Central Credit Union), Navari (formerly CUSG), United Financial Credit Union, ...
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07/31/2026

By Julie Muhn (@julieschicktanz) on 2026/07/31 11:19 -0400
  • InvestiFi raised $20 million in a strategic funding round led largely by credit unions and fintech investors to expand its embedded investing platform for community financial institutions.
  • Community banks and credit unions are increasingly competing with fintechs like Robinhood, Wealthfront, Betterment, and Coinbase for the primary customer relationship, making embedded investing a key retention strategy.
  • The investor lineup signals strong industry confidence that integrated wealth...
By Julie Muhn (@julieschicktanz) on 2026/07/30 18:00 -0400

In the run-up to FinovateFall, which takes place on September 9 through 11 in New York, we asked several speakers for their perspectives on technologies shaping financial services, the biggest challenges facing banks, and why they keep coming back to Finovate.

Below is a preview of what four speakers had to say ahead of this year's event.

Michael Reynolds, Business Technology Executive at KeyBank

Michael Reynolds leads intelligent automation at KeyBank, where he oversees...

By Julie Muhn (@julieschicktanz) on 2026/07/30 16:59 -0400
  • MoonPay launched PayBox, enabling ChatGPT and Claude users to authorize AI agents to make purchases, trade tokens, interact with DeFi, and move assets using natural language.
  • The platform combines Visa's agentic commerce protocol, x402, and cryptographic security to let AI transact while keeping users' card details and wallet keys protected.
  • PayBox reflects the growing shift toward agentic commerce, as companies build the payment infrastructure that will enable AI agents to transact...
By Julie Muhn (@julieschicktanz) on 2026/07/29 19:25 -0400

While it used to be largely experimental, AI has quickly evolved into a practical tool that is reshaping how banks and fintechs operate. Today's AI platforms are helping bankers, advisors, operations teams, and customer service representatives work more efficiently by automating routine tasks, surfacing insights faster, and reducing the amount of manual work required to serve customers.

At FinovateFall 2026, which takes place September 9 through 11 in New York, we'll see 68 companies...

By David Penn on 2026/07/29 18:03 -0400
  • AI-native lending platform EnFi has raised $15 million in Series A funding. The round was led by FINTOP and the investment brings the firm's total capital raised to date to $22.5 million.
  • The funds will be used to enable the Boston, Massachusetts-based fintech to scale its offering, grow its team, and boost its go-to-market efforts.
  • EnFi made its Finovate debut last year at FinovateFall 2025 in New York. Co-founder Joshua Summers is CEO.

Here's some Finovate alumni funding...

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