Freedom Bank, a next-generation community bank serving the DC region, has partnered with InvestiFi, an award-winning InvestTech platform, to embed digital investing capabilities directly into the bank’s online banking platform.
Through the collaboration, Freedom Bank clients will be able to invest in stocks, ETFs, and digital assets directly from their checking accounts. Clients will also have the ability to create Guided Investing automated portfolios and access embedded financial education resources, all within their existing online banking environment.
InvestiFi’s platform is designed to enable trading to and from deposit accounts, with the goal of helping credit unions and community banks retain more assets and attract new account holders. The platform aims to democratise investing by supporting community financial institutions and making wealth-building opportunities accessible to all.
Freedom Bank president and CEO Joseph J. Thomas said, “We are thrilled to be working with InvestiFi to bring digital investing to Freedom Bank clients through our online banking platform. As the digital investing ecosystem continues to evolve, it is vital for us to provide a secure environment for our clients to invest funds in products that meet the clients risk and return objectives.”
“Working with InvestiFi allows us to bring innovative, forward-thinking tools to our clients that enhance their financial experience. By expanding our digital capabilities, we are providing convenient, modern solutions designed to meet evolving needs and deliver greater value to our clients.”
InvestiFi CEO Kian Sarreshteh said, “Freedom Bank is a renowned next-generation community bank known for its deep banker expertise and entrepreneurial DNA; we are looking forward to collaborating with them to bring their clients access to digital investing.”
“As digital investing becomes more accessible and continues its rapid evolution, clients are increasingly using third-party platforms for investments. However, these platforms often lack crucial resources like financial education and personalized guidance. At InvestiFi, we strive to work with financial institutions such as Freedom Bank to help them provide their clients the tools and information they need on their digital investing journeys.”
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