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As a result of the partnership, CCCU’S members will be guided and supported in their digital
investment journey, with InvestiFi’s added financial education resources aiding them in making
financial decisions that will impact their financial portfolios.

Kian Sarreshteh, CEO of InvestiFi, commented, “We could not be happier to announce our new
partnership with Clark County Credit Union, a Credit Union known for returning profits to its
members, making it clear that it does not profit at its members’ expense.”

“At InvestiFi, we believe in the power of community and the financial institutions that support
them. Our one-of-a-kind investment solution, when integrated with an existing digital banking
platform, brings investing inside, enabling members to invest with their trusted financial
institutions, moving away from the pull of third-party apps.

“In addition to our digital investing solutions, we provide financial institutions with financial
education resources to support their members in their digital investment decisions. Our goal is
to democratize investing and support community financial institutions like CCCU to ensure
wealth-building opportunities are accessible to everyone.”
Clark County Credit Union is an esteemed Credit Union established in 1951, serving Southern
Nevada with over 57,000 members and hosting $1.5 billion in assets. The institution’s mission is
to return the profits it makes back to its members as better rates and fees, high yield savings
and high-demand services.

InvestiFi will deliver a simplified approach with its guided investing solution by delivering
portfolio options that align with CCCU’s members’ risk tolerance and interests, providing a
secure financial experience. The partnership will provide CCCU with additional insight into its
members’ needs, allowing it to offer tailored solutions that align with their financial goals.
Sarreshteh continued, “With the addition of our securities investing solutions, CCCU’s members
will have the ability to buy and sell 8600+ and EFTs directly from checking to expand their
investment portfolio. We will support positive growth through our unique funds flow, which
deposits the proceeds of an asset sale back into a member’s account.”
Dave Upham, Chief Operating Officer of Clark County Credit Union, added, “We are excited to
be partnering with InvestiFi to provide our members with the ability to invest directly from
checking. At CCCU, our mission is to help our members achieve their financial goals and
dreams, doing whatever it takes to support our tight-knit community. We are delighted to offer
education tools, in addition to access to digital investing from within the online banking
experience, to support our members in their investment decisions as they look to grow their
portfolios.”

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InvestiFi, a leading digital investment platform built to deliver digital investing solutions to members within their trusted online banking experience, has announced its new partnership with Element FCU.

The new partnership will support and empower Element FCU’s members by allowing them to fully embrace digital investing, providing them with access to elite financial education resources, and helping them make educated financial decisions about their portfolio.

Element FCU is a distinguished Credit Union headquartered in Charleston, West Virginia, with its primary focus being to make its members’ financial lives better. 

InvestiFi will leverage its substantial industry expertise and advanced analytics to support Element FCU in providing a more personalized and agile financial experience for its members. The partnership will allow for added insight into Element FCU’s members’ needs, while offering solutions that align and support their financial objectives.

Kian Sarreshteh, CEO of InvestiFi, commented, “We are extremely excited to be announcing our partnership with Element FCU, a financial institution renowned for enhancing the banking experience of its members.”

“At InvestiFi, we are driven in our quest to help financial institutions retain deposits and members that are being lost to third-party apps while drawing in new ones by bringing investing inside through the integration of our digital investing solution into their existing digital banking platform.

“We pride ourselves in giving Credit Unions the tools and knowledge to provide the best financial education and service possible for their members and support them in their digital investing journey. Our platform is the only InvestTech solution that enables members  to invest from checking, bringing about the next evolution of investing for members and their Credit Unions.”

Sarreshteh continued, “Having integrated  our securities investing solutions, Element FCU’s members  can buy and sell 8600+ stocks and ETFs, investing securely directly from checking. Additionally, our crypto solution provides financial institutions with 25+ coins, leaving them to choose which coin is the most suitable for their members, delivering a unique, self-directed way to diversify their investment portfolio, investing in crypto directly from checking.”

Linda Bode, CEO of Element FCU, added, “We are delighted to have partnered with InvestiFi to offer our members safe and secure digital investing. At Element FCU, we pride ourselves in doing whatever it takes to support our tight-knit community. Our members will benefit greatly from the guided investing that InvestiFi provides as they begin their digital investing journeys.”

Clark was CEO of CO-OP Solutions, a credit union network with industry-leading ATM, digital payment, security, and marketing services, from 2016-2023, growing the company to $500 million in revenue and delivering to thousands of Credit Unions (CUs), leading it to become the 2nd largest CU technology company in history before merging with PSCU. Under his guidance, the company evolved into the industry’s premier partner for payments and financial technology. Before CO-OP, Clark co-founded Core Data, one of the first prepaid card companies, which became the second-largest ATM processor in the United States.

Clark has leveraged his knowledge of finance as a board member for several companies. He was Chair of the Board for Everlink, a payments company serving financial institutions, and has served on the board of Herring Bank for 3 decades. In addition, Clark has served as a member of InvestiFi’s board since April 2024.

Kian Sarreshteh, CEO of InvestiFi said, “I am extremely excited to have Todd join InvestiFi as he is going to make a huge impact in scaling InvestiFi to deliver into the largest Credit Unions and Banks in the United States while validating our solution and business model. Looking to the future, I am confident in Todd’s ability to help evolve the world-class service we deliver to our clients so that our business maintains its reputation as a top fintech serving credit unions and banks.

“Todd is renowned for his ability to identify technology gaps in the market and determining how emerging technology will fill those gaps, all with the aim of uncovering efficiencies for financial institutions. We’ve had a strong start to 2025 with multiple new financial institutions coming on board and the expansion of solutions including securities and robo advisory with current customers. The addition of Todd to the team will only help us continue and reinforce that momentum across the year. ”

Clark commented, “I am delighted to have joined InvestiFi and to support the team in its vision to provide financial institutions with the best investing solutions for their account holders. InvestiFi’s solution supports financial institutions to keep more deposits in house by enabling account holders to invest directly from checking. I look forward to building on the great work this team has already done and helping to take InvestiFi to the next level.”

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The new partnership is set to support and empower Credit Union members by allowing them to fully embrace digital investing, providing them with access to elite financial education resources, and helping them make financial decisions that benefit their portfolios. Madison County FCU serves the central Indiana area with a commitment to making banking as easy and convenient as possible for its members.

Kian Sarreshteh, CEO of InvestiFi, commented, “We are delighted to announce our partnership with Madison County Federal Credit Union, a financial institution that is deeply committed to enhancing the banking experience of their members.”

“At InvestiFi we pride ourselves in helping credit unions retain deposits and members while attracting new ones by seamlessly integrating our digital investing solution into their existing digital banking platform.

We provide institutions with the tools and knowledge to provide the best service possible for their members and guide them on their digital investing journey. We pride ourselves in being the only InvestTech solution that supports investing directly from checking, which is revolutionary for members and their credit unions.”

InvestiFi’s platform leverages extensive industry expertise and advanced analytics to empower both Credit Unions to provide a more personalized and agile financial experience. The partnership will enable these credit unions to gain insight into their member’s needs and offer solutions that align and support their financial objectives.

Sarreshteh continued: “With the adoption of InvestiFi’s digital investing solutions, Madison County FCU will be able to provide their members access to buy and sell 8600+ stocks and ETFs to begin or expand their investment portfolio directly from their checking account securely.  By expanding to add our crypto offering, they can also choose from 25+ coins, allowing each credit union to decide which options would be suitable for their members and deliver a unique, self-directed way for members to diversify their investment portfolio.”

David Dodd, CEO of Madison Country, expressed enthusiasm for the collaboration, stating, “We are committed to supporting our members, making banking as easy and convenient as possible, and our new partnership with InvestiFi reflects this. Financial education is a crucial component of financial success, and we are excited to offer InvestiFi’s innovative educational tools to give our members the insights and resources they need to make smarter financial decisions.”

About InvestiFi

InvestiFi, Inc. is the only InvestTech Platform designed to allow for trading to and from deposit accounts, enabling credit unions and community banks to retain more assets and attract new account holders. Through its exclusive funds flow and user-friendly interface, InvestiFi empowers every credit union and community bank to provide their account holders with the ability to navigate the complexities of financial markets with ease from within their current online banking experience. At the heart of InvestiFi’s mission is the goal of democratizing investing and supporting community financial institutions, ensuring that wealth-building opportunities are accessible to everyone.

About Madison County Federal Credit Union:

Founded in 1935, Madison County Federal Credit Union (MCFCU) is a locally owned and operated financial cooperative dedicated to serving its members and the community. With branch offices in Anderson, Elwood, and Edgewood, MCFCU provides financial services to individuals who live, work, worship, attend school, or volunteer in Madison, Henry, Hancock, or Delaware County. As a member-owned institution, every member is a part-owner, benefiting from personalized service, competitive rates, and a commitment to community growth.

For more information, visit www.madcofcu.org or call 765-644-3623