8 The Green Suite 7529, Dover, DE 19901, United States
Keep Account Holders — and their assets — with your institution while helping them build a financially secure future
Are you losing deposits, account holders and more?
At InvestFi, we saw a legion of account holders hungry to explore investing and a nation of community credit unions and banks losing assets to FinTech apps. So, we set out to bring self-directed investing to every account holder and community credit union and bank with a solution that’s secure, scalable and rooted in a “people helping people” mindset.