InvestiFi partners with Truity Credit Union on digital investing

January 21, 2026

InvestiFi, a provider of digital investment solutions for financial institutions, has secured a new contract with Truity Credit Union, enabling the credit union to deliver digital investing capabilities to its 75,000 members directly through its online and mobile banking channels.

Under the agreement, Truity Credit Union will integrate InvestiFi’s digital investing and wealth management platform into its existing banking experience. The integration will allow members to invest directly from their checking accounts, providing a secure and user-friendly way to access investment opportunities without leaving the Truity ecosystem.

Headquartered in Oklahoma, Truity Credit Union serves members across Oklahoma, Kansas and Texas.

As part of the partnership, Truity will offer all three of InvestiFi’s digital investing solutions. These include guided investing, self-directed investing and cryptocurrency investing.

InvestiFi’s guided investing solution is a robo advisory service designed to provide diversified portfolio options aligned with members’ personal goals and risk preferences.

In addition, members will gain access to self-directed investing, enabling them to buy and sell more than 6,500 stocks and ETFs, as well as digital assets and Stablecoin.

The platform also includes an education component aimed at improving financial literacy and supporting members throughout their investment journey.

Truity Credit Union senior vice president of marketing Amy Grose said, “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.”

InvestiFi CEO Kian Sarreshteh said, “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.”