InvestiFi, a digital investing platform, has announced a partnership with Great NorthWest Federal Credit Union (FCU), a Washington-based credit union serving more than 18,000 members, to bring embedded investment tools directly into the institution’s digital banking channels.
Through the collaboration, Great NorthWest FCU members will be able to access a suite of investment tools, including trading in ETFs, stocks, and digital assets, from within the credit union’s existing online and mobile banking platforms.
Members will also be able to use InvestiFi’s Guided Investing service, a robo-advisory offering that builds diversified portfolios aligned to each individual’s risk tolerance and financial goals.
InvestiFi is an InvestTech platform designed to enable trading directly to and from deposit accounts, allowing credit unions and community banks to retain existing account holders and attract new ones.
Through its funds flow technology and banking-integrated interface, the platform aims to make financial markets more accessible to account holders within their everyday banking experience. Central to InvestiFi’s mission is the democratisation of investing and the support of community financial institutions.
Great NorthWest Federal Credit Union CEO Douglas Page said, “We are simplifying the way our members invest in their financial futures by integrating self-directed trading, guided portfolio management, and financial education directly into our digital banking platform. This allows them to manage their investments through the financial institution they already know and trust.”
InvestiFi CEO Kian Sarreshteh said, “Together, we’re giving members a seamless path to embedded finance solutions and guided portfolio management — all without ever leaving the platform they rely on every day. This is what the future of member-first finance looks like, and we’re proud to be building it alongside our newest partners at Great NorthWest FCU.”
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