The 2025 Banking Tech Award for the Best Solutions Provider in WealthTech has been awarded to InvestiFi, recognizing its innovative platform, which enables bank and credit union members to invest in stocks, ETFs and crypto directly from checking with the addition of financial education tools.
Winning this prestigious award highlights the company’s role in setting the standard for wealth technology solutions and broadening access to alternative investments. InvestiFi’s software delivers a seamless, user-friendly experience for financial institutions and their members as they begin their crypto, stock and ETF investment journeys. InvestiFi hosts a comprehensive, practical, live solution with proven tangible business value.
The Banking Tech Awards is an annual event celebrating feats and innovative approaches in banking and financial technology. The awards spotlight banking and tech sectors, including digital transformation, fintech solutions, core banking systems, AI & Data Solutions, and wealth management platforms. The innovations and leadership highlighted are those making a tangible impact, along with proven leadership and diversity.
“We are honoured to have won a Banking Tech Award in such a competitive category. This win is a testament to our team’s dedication to innovation as we strive to deliver alternative investing to financial institutions across the US,” said Kian Sarreshteh, CEO and Co-Founder of InvestiFi.
“This award recognizes our mission to bring investing inside by making it more accessible and intuitive. We are delighted that our solutions are being acknowledged as a leader in the WealthTech space and to see that they are helping financial institutions evolve by delivering alternative investment opportunities for their members.”
InvestiFi secured the award for its enhanced ability to introduce self-directed alternative investment opportunities to financial institutions, including banks and credit unions, within their existing digital banking platforms.
The organization has separated itself from other investing platforms by keeping the investing experience embedded, seamless, and intuitive. Financial institutions can more readily maintain account holder retention by having full ownership of customer relationships while providing offerings often found on larger investment platforms or third-party apps that lure more and more deposits away from the financial institution’s ecosystem.
“Members are drawn to alternative investments as they have a prime opportunity for portfolio growth, yet access has always been limited”, added Sarreshteh. “At InvestiFi, we focus on bridging this gap to avoid account holder loss to third-party providers by equipping financial institutions with modern, scalable tools to improve and strengthen engagement, solidifying relationships for the future.
“As we enter 2026, we are continuing to focus on expanding our presence by entering new markets and bringing the benefits of our investing solutions to more financial institutions to enhance digital investing and provide financial education tools for members.”
The award upholds InvestiFi’s standing as a reliable fintech innovator and establishes a standard for online investing platforms that integrate security, usability, and accessibility.
