Latest Insights

Horizon Utah Federal Credit Union Partners with InvestiFi to Bring Digital Investing to Members
Members of Horizon Utah Federal Credit Union will soon enjoy seamless, in-app access to stocks, ETFs, cryptocurrency, and guided investing through cutting-edge digital platforms.

InvestiFi appoints Patrick McNally as Chief Product Officer
McNally joins to enhance InvestiFi’s product offering to provide leading financial institutions with the ability to enable their account holders to invest directly from checking.

Stablecoins Threaten $71.2B Credit Union Lifeline As Interchange Fees Face Disruption
This timely article explores the mounting risk stablecoins pose to

InvestiFi partners with Illiana Financial to bring seamless, secure digital investing to 25,000 members
Illiana Financial Credit Union members will soon be able to trade stocks, ETFs, cryptocurrencies, and build portfolios with guided investing, all through their banking app

Ocala Community Credit Union partners with InvestiFi to offer crypto investing for members
InvestiFi’s digital investing solution will allow OCCU’s members to invest in crypto directly from checking

Ethan Silver joins InvestiFi as Strategic Advisor, accelerating innovation and regulatory strategy
A leading authority in fintech law, Silver will advise on regulatory strategy, product innovation, and institutional expansion as InvestiFi scales its embedded investing platform nationwide.

Navigating the financial currents: Why credit unions must analyze member asset outflows
Authored by InvestiFi’ CRO, Albert Kang, this article emphasizes the

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,