Sunstate Bank, a community bank serving families, individuals and businesses across South Florida, has partnered with InvestiFi, a digital investing solutions provider for financial institutions, to embed stock, ETF and digital assets investing directly into its online banking platform.
The integration will allow Sunstate Bank’s account holders to invest in a range of assets from their existing checking accounts, combining traditional banking services with digital investing tools.
The partnership also brings InvestiFi’s robo-advisory product, Guided Investing, to the bank’s customers, offering diversified portfolios tailored to individual financial goals and risk preferences.
Alongside self-directed stocks, ETFs and digital asset access, account holders will gain entry to a financial education library.
Sunstate Bank CFO and CISO Fabricio Macastropa said, “Our mission at Sunstate Bank is to operate as a committed partner to the people and businesses who rely on us. We take banking personally and innovate to provide access to the tools our account holders need to move towards their financial goals.”
“By partnering with InvestiFi, we look forward to being able to enhance our online platform further by providing our account holders with digital investing tools that co-exist alongside Sunstate’s traditional banking services. We will continue to respond to the evolving expectations of our account holders by enhancing our existing trusted platform to deliver personalized and community-driven financial solutions and education.”
InvestiFi CEO Kian Sarreshteh said, “We are proud to be partnering with Sunstate Bank, a renowned and respected community bank committed to providing personalized service and solutions to the communities it serves. By embedding investing directly into its digital platform, Sunstate Bank is empowering its account holders and simplifying the process for both new and experienced investors.”
“Our role at InvestiFi is to equip financial institutions with the right infrastructure to offer digital investing within their own trusted platforms. In doing so, Sunstate is demonstrating a powerful model for local institutions to compete and lead in the digital age. By integrating digital investing directly into the member experience, they are now offering capabilities on par with the largest fintech platforms, all while preserving the decades-long relationships and trust they have established.”
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