InvestiFi
More Deposits Growth Accounts
Keep Account Holders — and their assets — with your institution while helping them build a financially secure future.
InvestiFi’s digital investing solution integrates seamlessly into your existing digital banking platform to help retain deposits and existing Account Holders while attracting new ones.
Winner Best of Show
GAC 2025
Our Clients
Investing From Checking
Give your Account Holders the investing experience they’re looking for directly from the online banking experience they know and trust – yours!
Our unique funds flow allows users to buy and sell investments directly from checking, eliminating the need to move money to an external party to invest, and bringing deposits back inside your financial institution’s ecosystem.
InvestiFi’s platform provides access to each of the following powerful investing solutions:
Stocks & ETFs
Our self-directed securities investing solution gives your Account Holders the ability to buy and sell 8600+ stocks and ETFs to begin or expand their investment portfolio, directly from their checking account
Using our securities offering, you can:
- Provide fractional self-directed investing for as little as $1
- Improve growth through our unique funds flow that deposits the proceeds of an asset sale – or dividends paid – directly back into the Account Holder’s checking account
Our Robo solution delivers a simplified approach to investing by delivering portfolio options that align with your Account Holders’ risk tolerance and interests.
Incorporating this powerful addition to your current wealth management offering can help you:
- Turn on a new stream of non-interest income by charging – and keeping – the AUM fees *
- Keep deposits in house by using your FI’s Money Market Accounts as the cash equivalent component of the portfolio composition
*Based upon agreement to the terms and conditions of AdvisiFi Referral Agreement
Crypto Trading & Stablecoins
With 25+ coins to choose from, Financial Institutions can decide which Crypto options to provide to their Account Holders, including Stablecoin options like USDC, USDT and more, delivering a unique, self-directed way to diversify investment portfolios.
Using this solution can help you to:
- Gain a new non-interest income stream by charging crypto transaction fees, of which you keep 100%
- Provide a more secure environment for your Account Holders to store their digital assets
- Deliver a solution to support your Account Holders as they navigate the Stablecoin economy and payment options
Our Platforms
"Bringing investing in-house improves our member experience AND reduces the movement of money to external investing apps. Adding InvestiFi's digital investing platform to our solutions for members is smart, seamless and successful. It’s a win-win and the right thing to do."
"Collaborating with InvestiFi has revolutionized WeStreet Credit Union. Their investing solutions seamlessly merged with our online banking platform and unlocked new revenue streams for our institution. We are grateful for their exceptional service and partnership."
"We are delighted to have launched InvestiFi's investing solutions for our members. This initiative reflects our commitment to inspired service and strengthens the value we offer our community. With InvestiFi’s powerful educational tools, we’re excited to empower our members with the knowledge and confidence to take control of their financial futures.”
Security and Compliance
Technology Error /
Omissions Cybersecurity
Insurance
Audited Financials
Written Information Security
& Data Protection Policy
- All data and PII in U.S. based data centers
- All data at rest and in transit is encrypted
Ready for a demo? Sign up now!
We’re excited to share more with you about the true impact bringing investing inside of your online banking experience can have for you and your account holders.
Complete the form to request a demo and we’ll be in touch!
