Clark County Credit Union Partners With InvestiFi to Deploy Robo-advisory and Offer Investing From Checking for 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.”