InvestiFi appoints serial tech entrepreneur David Guttman as president and COO

A leading authority in fintech law, Silver will advise on regulatory strategy, product innovation, and institutional expansion as InvestiFi scales its embedded investing platform nationwide.

A bold step into digital innovation, bringing embedded securities, cryptocurrency, and guided investing directly into the credit union’s online experience

Through this partnership, customers will have the opportunity to explore investment options—including guided investing and access to professionally managed portfolios—conveniently within the bank’s existing online and mobile banking channels.