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.
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!
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.
Meet our leadership
We have more than 150 years of combined experience in financial institutions, FinTech, engineering and product development.
VP Channel Partnerships
25+ years of helping B2C and B2B companies market themselves for success