InvestiFi powers United Financial and Bluestone Credit Unions’ innovative investment platform

January 6, 2025

InvestiFi, a leading InvestTech company specialising in integrated investment solutions for credit unions and community banks, has partnered with Bluestone Federal Credit Union and United Financial Credit Union to launch its securities investment platform.

This collaboration enables members of both credit unions to invest in stocks and ETFs through a seamless digital platform linked to their existing accounts.

The partnership aims to provide credit union members with direct access to investment opportunities while keeping their deposits within the credit union ecosystem. Unlike traditional investment platforms that require external brokerage accounts, InvestiFi’s solution integrates directly into the credit unions’ online banking portals, allowing members to trade securities using funds from their deposit accounts for as little as $1.

Jeff Jorgensen, CEO/President of Bluestone Federal Credit Union, said, “We are delighted to have launched InvestiFi’s inspired securities investment solution for our members. At Bluestone, we pride ourselves on providing innovative services to our communities. We look forward to supporting our members as they dive into their investment journeys with the educational resources available through InvestiFi.”

Barbara Appold, CEO of United Financial Credit Union, added, “InvestiFi’s platform is the perfect addition to our offerings, giving our members the investment support they need, conveniently accessible through our own online portal.. We look forward to working with InvestiFi to support our members on their investments and provide them access to a unique investment platform.”

Kian Sarreshteh, CEO at InvestiFi, said, “We are very excited to have onboarded United Financial and Bluestone to our fantastic securities investment solution. At InvestiFi, we’ve driven ourselves to create a natively integrated digital investment platform that spans key asset classes and delivers a seamless experience for these credit unions’ members. We pride ourselves in being the only InvestTech solution that supports investing directly from checking, which is revolutionary for members and their credit unions.”