InvestiFi, a leading InvestTech platform for banks and credit unions, that enables investing to and from deposit accounts, announced Patrick McNally as its new Chief Product Officer. McNally will be responsible for overseeing vital aspects of InvestiFi’s business, including leading on the strategy, design, and delivery of InvestiFi’s platform.
McNally was previously Director of Data & Analytics at Exodus Movement Inc, a fintech company focused on creating tools that give users full control over their digital wealth, empowering businesses with secure crypto solutions, from 2020 to 2025.
At Exodus, McNally established a data-driven culture across the company and hired and led the data team, stood up product analytics from scratch, and instrumented event collection across all surfaces. This included defining company-wide data principles, selecting vendors, and instilling systems for teams to understand user behaviour, track feature adoption, and make informed product decisions. Before, Exodus was a Senior Product Manager at Elastic NC and Head of Product at Guidebook Inc. McNally worked with InvestiFi’s current CTO, Sean Coonce, at Exodus, and previously at Guidebook as well.
Kian Sarreshteh, CEO of InvestiFi, said, “I am delighted to have Patrick join InvestiFi as he is going to make an instant impact in strengthening InvestiFi’s product team with his data-driven approach to product management. Patrick having worked with our CTO, Sean Coonce, at 2 previous companies, gives me all the confidence in the world that our execution and roadmap will be accelerated because of this chemistry. His depth of crypto experience is also invaluable, given the resurgence of crypto in the United States, and InvestiFi rolling out its stablecoin solution for banks and credit unions. We’ve found product/market fit at InvestiFi, and am looking forward to seeing Patrick take InvestiFi to the next level, as the leading InvestTech company.”
McNally will leverage his extensive product management experience, focusing on deeply understanding InvestiFi’s product, its features, functionality, roadmap, and integrations, while also building strong cross-functional relationships. He will be responsible for shaping the 2026 roadmap by mapping out key initiatives, team structure, and budget. This will include improving data pipelines and analytics capabilities to support more data-driven decision-making as the company focuses on scale and adoption in the year ahead.
Liz Robuck, former CPO at InvestiFi, who has also worked with Patrick previously, added, “I am thrilled that Patrick will be joining InvestiFi as our new CPO. As I step into my advisory role to focus on the personal, I have 110% confidence that the product is being left in the very best of hands. I had the privilege to work closely with Patrick at Exodus and observed firsthand his ability to build and lead highly effective teams, stand up operations to support a growing business, and drive measurable outcomes. Patrick brings a highly strategic, data-driven approach to product management that will further accelerate our growth and continue to set InvestiFi’s product apart. I sincerely cannot wait to see what he and the InvestiFi team go on to build together."
McNally commented, “I am honored to have the opportunity to join InvestiFi and support its product team in designing new features for InvestiFi's range of investing solutions. I am excited to utilize my product management experience to aid in the development of InvestiFis products and support financial institutions in keeping deposits in-house by enabling members to invest directly from their checking accounts.”