InvestiFi

InvestiFi

Financial Services

Chicago, IL 14,101 followers

Empower your Account Holders with InvestiFi: Built to enable investing from checking for Credit Unions and Banks

About us

Investing for everyone. Growth for your FI. Keep Members — and their assets — with your credit union while helping them build a financially secure future. InvestiFi’s self-directed investment solution integrates seamlessly into your existing digital banking platform to attract new Members and expand your relationship with existing ones.

Website
https://investifi.co/investor-insights/
Industry
Financial Services
Company size
11-50 employees
Headquarters
Chicago, IL
Type
Privately Held
Founded
2020
Specialties
Cryptocurrency, Finance, Digital Assets, DeFi, and Payments

Locations

Employees at InvestiFi

Updates

  • BAI’s latest Executive Report, “The 2025 banking landscape,” shines light on the need for a bold shift towards innovation… The new article titled "Acquiring new customers and growing quality deposits are the top business challenges in 2025,” uncovers a striking insight: a substantial 45% of Gen Z and 47% of Millennials anticipate having more disposable income soon—an uptick from last year's findings. This statistic signals a pivotal moment for financial institutions, pointing toward the growing importance of tailored strategies to attract and manage these potential surges in deposits. 🚀📊 Central to the changing dynamics is the demand for robust digital banking solutions, particularly mobile apps. The BAI article underscores this trend, revealing that younger consumers, actively seeking to switch banks, prioritize great mobile app experiences alongside other advanced digital features 📱💡 For banks and credit unions, aligning with fintech innovations can be transformative, providing the tools to enhance customer journeys and better satisfy financial needs. Embracing these technologies can lead to more effective deposit retention and growth strategies, positioning institutions to thrive in an increasingly competitive market, and attract new account holders.  The choice is clear: digital capabilities are no longer just added perks—they are essential levers that can tip the scales for tech-forward generations when choosing where to bank ✨ Download a copy of BAI’s Executive Report “The 2025 banking landscape” to read more.  #InvestiFi #FinancialTrends #ConsumerBehavior #DigitalBanking #MobileApps #GenZ #Millennials #BAI

    The 2025 banking landscape

    The 2025 banking landscape

    info.bai.org

  • 🚨 Last Chance to Register! 🚨 Elevate your institution’s digital investment strategy with InvestiFi’s upcoming webinars! Secure your spot today to gain critical insights and strategies from industry leaders. 1. Bringing Digital Investing to Members Date: December 17th Time: 12 PM CT / 1:00 PM EST Register here 🔗https://lnkd.in/dFsif7ii Hear from Jeff Jorgensen, CEO of Bluestone Federal Credit Union, and Hollie Britton, Director of Project Management at Frankenmuth Credit Union as they share their journeys toward embracing digital investing and their partnerships with InvestiFi. Don't miss a live product demonstration by Kian S., CEO of InvestiFi, showcasing the effectiveness of our easy-to-use digital investing solution. This session is an excellent opportunity for those in the CU*Answers community looking to empower their credit unions with innovative digital investing services. 2. Innovation in Action: Doing Right by Your Members by Pushing the Envelope Date: December 18th Time: 10:30 AM PST / 1:30 PM EST Register here 🔗https://lnkd.in/dcWjewKe Join Mike Lawson from CUBroadcast, along with Barbara Appold, Eric Hilaire, and Kian S. to discover how Credit Unions are uniquely leveraging innovation for enhanced member welfare and financial stability. Learn from real-world stories about the strategic innovation driving prosperity in the Credit Union sector. Don't miss out on these insightful sessions designed to drive forward-thinking strategies and innovation 👀 We look forward to seeing you there! #InvestiFi #Webinar #DigitalInvesting #CUAnswers #BluestoneFederal #FinancialInnovation #InnovationInAction #CreditUnions #CUBroadcast #MemberFocused #FinancialTechnology

  • One of InvestiFi’s esteemed partners, Frankenmuth Credit Union, has been named in Newsweek’s America’s Best Regional Banks and Credit Unions for 2025! 🌟 Frankenmuth's dedication to innovative services, unwavering commitment to community, and focus on member satisfaction has earned them this well-deserved recognition. 🏦💙 A heartfelt congratulations to the entire team at Frankenmuth Credit Union! We couldn't be prouder to be in partnership with you, a true industry leader setting the bar high. 💼🚀 See the full list of America's Best Regional Banks and Credit Unions 2025 below. #Partnership #Excellence #CommunityBanking #FinancialServices #ProudPartner

    America's Best Regional Banks and Credit Unions 2025

    America's Best Regional Banks and Credit Unions 2025

    newsweek.com

  • Financial institutions are losing deposits, and they’re not coming back, according to InvestiFi’s recent consumer investing behavior research. 👇 The Modern Day Investor: An eye-opening 66% of consumers are transferring funds from their bank accounts to investment accounts at least once every month, showcasing a robust inclination towards investing. 📊🔄 A One-Way Street?: Meanwhile, a mere 24% of these investors are transferring money back into their bank accounts, underscoring a crucial challenge for financial institutions: the continual outflow of deposits. 🚧🔙 InvestiFi’s research provides powerful insights that uncover opportunities to bring those investors back to your financial institution, delivering more deposits and more growth. 📈🏦✨ Dive deeper into our findings and discover how you can turn these insights into action — download our comprehensive research report now! 🎉 https://lnkd.in/dz8EVpmE #InvestiFi #MarketResearch #CreditUnions #Banks #ConsumerBehavior

  • Join the "InvestiFi: Innovation in Action" Webinar with CUbroadcast's Mike Lawson on Wednesday, December 18, at 10:30 a.m. PST/1:30 p.m. EST. Discover how Credit Unions, uniquely capable of offering a full spectrum of investment services, leverage innovation for enhanced member welfare and financial stability. Hear Barbara Appold and Eric Hilaire highlight their experiences driving innovation at the forefront of the Credit Union sector through their institutions’ partnerships with InvestiFi. Don't miss insightful real-world stories of strategic innovation shaping a prosperous future for members. Reserve your spot now for this transformative look into Credit Unions' innovative approaches. #InvestiFi #InnovationInAction #CreditUnions #Webinar #DigitalInvesting #CUBroadcast  #MemberFocused #FinancialTechnology

    InvstiFi_webinar: InnovationinAction

    InvstiFi_webinar: InnovationinAction

    cubroadcast.com

  • InvestiFi reposted this

    View profile for Kian S., graphic

    The only natively integrated investment solution for FIs designed to keep deposits in house

    #CreditUnions should take note. The best way to compete against Robinhood adopting banking features, is to adopt a digital investing solution yourself with InvestiFi's Credit Union specific features 👇 🏦 Investing-from-Checking: InvestiFi's patent-pending Investing-from-Checking solution allows your Credit Union to use your own checking accounts as the investment accounts. Robinhood takes the same approach, to keep its user's cash waiting to be invested on its own balance sheet. Don't be fooled by a WealthTech provider telling you they help you keep deposits in house, when they install a Plaid connection inside of online banking to do the very opposite 💸 🥷 InvestiFi's regulatory battle-tested crypto solution: Credit Unions are uniquely positioned from a regulatory standpoint to be able to offer Cryptocurrency alongside Stocks & ETFs, much like Robinhood. InvestiFi is the only company who can support this experience at Credit Unions, and has undergone multiple examinations by various regulators. With the new administration, Cryptocurrency will once again be one of the most popular asset classes among Americans, and is a great tool for CUs to attract new members 📈

    View profile for Chad Byers, graphic

    Co-founder and General Partner at Susa Ventures

    Robinhood's stock closed yesterday above its 2021 IPO price for the first time in 3 years. Vlad Tenev leadership has been steadfast in the years after the GameStop saga. Moments like that coupled with the ‘22 market correction were hard things to manage a large team through, but he did it. Most importantly, he got them back to doing what they do best: shipping beautiful, industry-leading financial products at a crazy pace. He announced recently on a podcast they now have 8 product lines doing over $100m+. The laws of compounding will be in their favor. It will inevitably be a $100b+ company.

  • With all the buzz around #Crypto and #Bitcoin in particular, wouldn’t it be ideal to be able to get started or expand your portfolio from within your online banking experience? With InvestiFi, Credit Unions can offer their members the ability to: + Get into Crypto for as little as $1  + Access to 25+ coins for a diverse range of options + Buy and sell directly from checking without having to wait for funds to settle like those other third party apps + Invest with confidence by using a platform with more than one custodian to ensure continuity PLUS your Credit Union can gain a new non-interest income stream by charging crypto transaction fees, of which you keep 100%. Do right by your members and give them access to all the digital investing options available and through an online banking experience they already know and trust - yours! #Crypto #CreditUnions #Investing #InvestiFi

  • This Thanksgiving, our gratitude for the InvestiFi team has reached new heights. Despite being spread across different locales as a fully remote company, we were thrilled to unite a few weeks ago for an in-person meeting in Austin, TX. This face-to-face opportunity sparked an incredible synergy of creativity, laughter, and ideas, further solidifying our commitment to our customers, our mission and the future. A big thank you to our entire team! Your dedication is shaping an exhilarating year ahead. Happy Thanksgiving from everyone at InvestiFi! #InvestiFi #Thanksgiving2024 #Gratitude #RemoteWork #TeamCollaboration

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