The Credit Union has partnered with InvestiFi to offer guided and self-directed securities
investing within a safe digital investment environment for its members.
InvestiFi, the only InvestTech platform that enables members to invest from their checking
account with their trusted financial institution, has announced its partnership with Clark County
Credit Union (CCCU).
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.”
