InvestiFi, a leading provider of digital investment solutions for community financial institutions and recent winner of Best Digital Solution Provider in WealthTech at the FinTech Futures Banking Tech Awards, has partnered with Thinkwise Credit Union to integrate its suite of digital investing tools directly into the credit union’s online and mobile banking platforms. This collaboration will enable members to invest seamlessly from their checking accounts through a secure, intuitive, and education-driven experience.
Originally chartered in 1952 to serve educators of the San Bernardino School District, Thinkwise CU has grown into a full-service community-based credit union offering innovative digital services, expanded membership access, and a commitment to responsible, relationship-based banking. Today, the credit union serves approximately 6,200 members across San Bernardino, Riverside, and Orange Counties.
Damian Victoria, Chief of Finance and Lending at Thinkwise, said: “Providing our members with accessible tools that support financial well-being is core to who we are. Many in our education community have historically lacked approachable investing options. By integrating InvestiFi directly into our digital banking experience, we are giving members a simple, guided path to investing within the trusted environment they rely on every day.”
“This partnership also supports our mission: to deliver accessible, modern, and member-focused financial solutions that improve the financial well-being of the communities we serve. It strengthens financial literacy and empowers members with the knowledge and confidence they need to invest for their future.”
The integration includes guided investing tools, automated portfolios aligned to member goals and risk profiles, and embedded financial education resources. It allows members to access investment opportunities quickly and seamlessly, supporting the credit union’s commitment to innovation, accessibility, and long-term financial wellness.
Kian Sarreshteh, CEO of InvestiFi, said: “We are thrilled to partner with Thinkwise Credit Union, an institution with a decades-long commitment to education workers, retirees, volunteers, and their families across the Inland Empire. As members increasingly turn to third-party investment apps, it is crucial for institutions to provide safe, intuitive, and integrated digital investing options. By bringing these capabilities in-house, Thinkwise strengthens member trust and enhances the overall digital banking experience.”
This partnership reflects Thinkwise CU’s ongoing investment in digital transformation and reinforces InvestiFi’s mission to support credit unions nationwide with secure, accessible, and community-centered investing tools.
