About Kian Sarreshteh

PenFed Credit Union, one of the nation’s largest credit unions, has partnered with InvestiFi, a leading provider of digital investment solutions for financial institutions. This partnership brings embedded investing capabilities to nearly 2.8 million members directly through PenFed’s mobile and online banking platforms.

InvestiFi, an award winning InvestTech platform designed to allow for investing to and from checking accounts, has engaged with Freedom Bank to embed its digital solutions into the bank's online banking platform. Through this relationship, the bank's clients will be able to invest from their checking accounts and access robust financial education resources, all within their pre-existing banking environment.

InvestiFi, an award-winning digital investing solutions provider for financial institutions, has partnered with Sunstate Bank to embed its secure, intuitive, and education-driven investing experience directly within the bank's online banking platform. This collaboration will enable members to invest in a variety of assets seamlessly from their checking accounts.

InvestiFi, a leading provider of digital investment solutions for financial institutions, was recognized by the Independent Community Bankers of America® (ICBA) during its recent ThinkTECH Showcase at ICBA LIVE in San Diego as the program’s Most Valuable Participant (MVP). The MVP Award recognizes the most evolved fintech offering based on program engagement and alignment with community bank business priorities.

Day Air Credit Union has partnered with InvestiFi, the provider of the leading InvestTech platform that enables Credit Union members to trade from deposit accounts. The platform will deliver guided digital investing solutions to the credit union's 54,000 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.

InvestiFi, the leading digital investing platform for credit unions and community banks, has seen a record year, expanding its client base, launching a new flagship digital investing solution, and strengthening its leadership team to support rapid growth.

InvestiF signed a strategic partnership with Bankjoy to enable FIs utilizing Bankjoy's digital banking platform to offer their members and customers access to seamlessly invest

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.

As digital investing continues to transform personal finance nationwide, Illiana Financial is breaking new ground to deliver simple, secure investment options directly to its 25,000 members. The Illinois-based credit union has teamed up with InvestiFi, a top-tier digital investment platform, to seamlessly integrate a full suite of investing tools - including stocks, ETFs, and cryptocurrencies, directly through its trusted online banking portal.

With digital investing continuing to soar across the US, Ocala Community Credit Union has ramped up its digital innovation, driving secure crypto investments for its members. The Florida-based Credit Union has today announced its partnership with InvestiFi, the leading digital investment platform, to seamlessly integrate a crypto trading solution through its online banking app.

New Cornerstone Advisors research, commissioned by InvestiFi, shows banks and credit unions are losing ground not just to fintechs, but to the new financial reality consumers now expect.

InvestiFi, the embedded digital investing platform designed to integrate seamlessly into financial institutions’ digital banking environments, has announced the appointment of Ethan Silver as a strategic advisor. One of the nation’s foremost legal experts for fintechs with embedded securities and crypto investing, Silver will advise the leadership team on regulatory compliance, product development, and scalable go-to-market strategies.

InvestiFi, the embedded digital investing platform designed to integrate seamlessly into financial institutions’ digital banking environments, has announced the appointment of Ethan Silver as a strategic advisor. One of the nation’s foremost legal experts for fintechs with embedded securities and crypto investing, Silver will advise the leadership team on regulatory compliance, product development, and scalable go-to-market strategies.

Building on its legacy of member-focused service, TRU Federal Credit Union has unveiled a new digital investment platform through a strategic partnership with InvestiFi.

Apiture announced the launch of Fintech Connector, enabling fintech partners to rapidly integrate their solutions with the Apiture Digital Banking Platform

Citizens Bank of Edmond has entered into a strategic partnership with InvestiF to bring a comprehensive suite of digital investment tools to its account holders

Members will soon be able to access cryptocurrency, guided, and self-directed investing options directly through RVCU’s online banking experience.

InvestiFi, the fintech company redefining how financial institutions deliver digital investment experiences, today announced the appointment of Albert Kang as its new Chief Revenue Officer (CRO).

InvestiFi, the only InvestTech platform designed to allow investing to and from deposit accounts, has announced Todd Clark as its new President and Chief Operating Officer (COO). Clark will be responsible for overseeing key aspects of InvestiFi’s business, including sales, marketing, implementations, client success, customer service and finance, leveraging his experience across the financial industry.

InvestiFi, a leading digital investment platform built to deliver digital investing solutions to members through their trusted online banking provider, has announced a new partnership with Madison County FCU.

InvestiFi Inc., the pioneering provider of industry-leading investing technology solutions for credit unions and community […]

Digital investing solutions provider InvestiFi, has partnered with RQD Clearing, to facilitate its securities trading […]