Investing for everyone. Growth for you.
Keep Account Holders — and their assets — with your institution while helping them build a financially secure future. InvestiFi’s self-directed investment solution integrates seamlessly into your existing digital banking platform to attract new Account Holders and expand your relationship with existing ones.
Benefits
InvestiFi your bottom line.
Don’t lose Account Holders’ funds and loyalty to FinTechs and external exchanges when you can give them the tools to build their financial future through an app they already use — yours!
Easy for You
- We work with all the top digital banking platforms (see below)
- Or you can choose a custom API, if you prefer
- Add features quickly and scale what you offer as needed
Easy for Them
- Users can invest in any amount — there are no minimums
- Buy, sell or hold stocks, options, bonds, ETFs and cryptocurrencies
- We include investment education, for informed decision-making
Win/Win
- Keep Account Holder relationships and funds within your ecosystem
- Give Account Holders access to investing tools and success
- Trades happen to and from your Account Holder's deposit accounts providing instant liquidity for buys and instant deposits on sells
Our Platforms
About
Are you missing out on Accounts, money and more?
At InvestFi, we saw a legion of Account Holders hungry to explore investing but denied the access. And a nation of traditional institutions losing capital to FinTech apps. So, we set out to bring self-directed investing to every Account Holder and every financial institution and bank with a solution that’s secure, scalable and rooted in a “people helping people” mindset.
Press Release
August 19, 2024
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Our Team
Meet our leadership
We have more than 150 years of combined experience in financial institutions, FinTech, engineering and product development.
CEO / Board Member
10+ years founding and scaling successful companies within the tech and finance sectors.
Board Member
30+ year entrepreneur with a demonstrated history of starting, growing and exiting business in the technology industry.
Head of Sales
15+ years of senior leadership experience running sales, go-to-market, and business development organizations.
VP Marketing
20+ years creating and implementing successful integrated marketing programs for startups and Fortune 500 companies.
Chief Product Officer
12+ years in project management across Fortune 500 and startup companies
Advisor
15+ years’ experience leading double- and triple-digit growth at financial firms.
Advisor
25+ years of delivering results by applying sound business principles, strong leadership skills, and the ability to think creatively.