Latest Insights
SouthPoint Financial Credit Union partners with InvestiFi to offer digital investing to its members
The Minnesota credit union is set to integrate InvestiFi’s digital investing solution to enable its members to invest directly from their checking accounts.
TRU Federal Credit Union partners with InvestiFi to expand member access to investment opportunities
A bold step into digital innovation, bringing embedded securities, cryptocurrency, and guided investing directly into the credit union’s online experience
Citizens Bank of Edmond expands digital capabilities through strategic partnership with InvestiFi
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.
River Valley Credit Union offers seamless investing from members’ checking accounts through partnership with InvestiFi
Members will soon be able to access cryptocurrency, guided, and self-directed investing options directly through RVCU’s online banking experience.
Navigating the rise of fintech: Credit unions’ strategy in the age of Robinhood
Tthis article, authored by the InvestiFi team, is an analysis
Clark County Credit Union partners with InvestiFi to deploy robo-advisory and offer investing from checking for members
The Credit Union has partnered with InvestiFi to offer guided
Four things we learned from the 2025 Financial Brand Forum Conference
Written by the InvestiFi team following the April 2025 Forum, this
Element FCU partners with InvestiFi to deploy digital investing from checking and enhance financial education for members
Element Federal Credit Union has partnered with InvestiFi to offer
InvestiFi appoints financial technology veteran Todd Clark as President and Chief Operating Officer
DOVER, Del., March 31, 2025 – InvestiFi, the only InvestTech
Maximizing your credit union’s marketing with digital investment services
In an article authored by Kian Sarreshteh, CEO of InvestiFi,
How Digital Investing is Transforming Online Banking Platforms
A recent article by InvestiFi’s CEO, Kian Sarreshteh explores the
Madison County Federal Credit Union partners with InvestiFi to embrace digital investing and provide financial education for members
InvestiFi, a leading digital investment platform built to deliver digital investing
All Eyes on US as Digital Era Dawns
A recent article by InvestiFi’s CEO Kian Sarreshteh, published by
The Importance of Education for Crypto Investors
InvestiFi’s CEO Kian Sarreshteh authored an article in CUInsights, emphasizing
Leveraging Trust: The strategic edge for financial institutions in digital investing
Our CEO, Kian Sarreshteh, authored an article in CUInsights, emphasizing
3 ways Trump has impacted the crypto market so far: Everything on the wish list ‘pretty much happened’
In the wake of Donald Trump’s presidency reigniting a crypto
