InvestiFi Secures Contract with Truity Credit Union to Deliver Digital Investing to Its 75,000 Members

InvestiFi, a leading provider of digital investment solutions for financial institutions, has secured a contract with Truity Credit Union to integrate its suite of digital investing and wealth management tools into Truity’s online and mobile banking platform. The InvestiFi solution will enable the credit union’s members to invest directly from their checking accounts through a secure, user-friendly experience.

Headquartered in Oklahoma, Truity Credit Union serves members across Oklahoma, Kansas, and Texas. Originally founded by the Jane Phillips Sorority in Bartlesville, Oklahoma, in 1939, the credit union now serves 75,000 members through nine branches and manages nearly $1.5 billion in assets, continuing to grow while remaining committed to its member-first approach and deep community involvement.

Amy Grose, Senior Vice President of Marketing at Truity Credit Union said, “We are committed to offering innovative financial solutions that put our members first and support their goals and long-term financial wellbeing. InvestiFi will allow us to bring modern, accessible and user-friendly investment tools directly to our members, empowering them to manage their investments within the trusted Truity experience they already know.

“We are excited to be integrating InvestiFi’s platform, allowing us to offer an all-in-one, digital-first investing experience. The new tools will also include a robust education platform designed to improve financial literacy, enhancing members’ confidence in their investment journey.”

Truity will offer all three of InvestiFi’s solutions to its members, including guided investing, self-directed and cryptocurrency investing. InvestiFi’s guided investing is a robo advisory solution designed to deliver diversified portfolio options which align with members personal goals and risk preferences. Members will also have access to self-directed investing, giving them the ability to buy and sell 6500+ stocks and ETFs, cryptocurrencies and Stablecoin, enabling them to securely explore diverse investing opportunities. 

Kian Sarreshteh, CEO of InvestiFi, stated: “We are thrilled to partner with Truity Credit Union, a respected institution that shares our commitment to financial empowerment, to offer their members convenience and safety to invest directly from their checking accounts.

“As more and more credit union members turn to third-party investment apps and divert their funds away from credit unions, it is increasingly important for credit unions to offer seamless investing opportunities. By bringing this directly to its members, Truity is able to retain trust and attract new members looking for safe pathways to investment opportunities.”

This collaboration highlights Truity’s ongoing commitment to innovation combined with InvestiFi’s mission to deliver safe and secure digital investment opportunities nationwide. It ensures Truity can meet the growing investment needs of its members within its existing ecosystem and deters reliance on third-party providers. It is also reflective of the credit union’s goal to make financial services more accessible and community focused.

“As members increasingly seek investing opportunities, it is incredibly important for credit unions to integrate investing tools into their digital banking ecosystems. This alliance is a great example of a respected credit union working to support members’ needs and interests in digital investing,” concluded Sarreshteh.