InvestiFi names Patrick McNally as chief product officer

August 8, 2025

InvestiFi has appointed Patrick McNally as its new chief product officer, a move aimed at strengthening the company’s platform and supporting its growth among banks and credit unions.

McNally will oversee the strategy, design, and delivery of the firm’s InvestTech solutions, which allow account holders to invest directly from their checking accounts.

McNally brings extensive experience from his recent role as director of data & analytics at Exodus Movement Inc, a FinTech firm providing secure digital asset solutions and wealth management tools. During his tenure at Exodus from 2020 to 2025, he built a data-driven culture, established a dedicated analytics team, and implemented product analytics across the business.

This work included creating company-wide data principles, managing vendor selection, and developing systems to track feature adoption and user behaviour.

His earlier career includes positions as senior product manager at Elastic NC and head of product at Guidebook Inc, where he also worked alongside InvestiFi’s current chief technology officer, Sean Coonce.

InvestiFi CEO Kian Sarreshteh 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.”

In his new role, McNally will focus on understanding InvestiFi’s products in depth, enhancing features, improving integrations, and shaping the company’s 2026 roadmap. This will include identifying key initiatives, refining team structures, and allocating budgets to drive scale and adoption. He will also work on enhancing data pipelines and analytics capabilities to enable more informed decision-making.

Outgoing CPO Liz Robuck, who has worked with McNally before, said, “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 expressed enthusiasm for his new position, saying, “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.”