InvestiFi

HQ Address

8 The Green Suite 7529, Dover, DE 19901, United States

Website Address

investifi.co/

Connect with InvestiFi
Business introduction

Keep Account Holders — and their assets — with your institution while helping them build a financially secure future

InvestiFi’s digital investing solution – including Stocks & ETFs, Guided Investing, Crypto, and Stablecoins – integrates seamlessly into your existing digital banking platform to help retain deposits and existing Account Holders while attracting new ones

At InvestiFi, we believe in the power of community and the financial institutions that support them. Our digital investing platform is built to deliver digital investing solutions to account holders from within the online banking experience they already know and trust – yours!

 

InvestiFi Solutions

Crypto Trading

With 20+ coins to choose from, including Stablecoins like USDC, USDT and more, Financial Institutions can decide which options to provide to their Account Holders, delivering a unique, self-directed way to diversify their investment portfolio. Use Crypto Trading to: Bring investors interested in digital assets – including Stablecoins – BACK to your online banking experience by......

business needs
view solution

Guided Investing

Adding this solution to your current offering can help : Maximize your deposits by leveraging your FI’s Money Market Account as the cash-equivalent component of the portfolios options provided to your Account Holders Turn on a new revenue stream by keeping the AUM fees*, directly benefiting your investment growth Offer guardrails to your Account Holders by helping......

business needs
view solution

Stablecoins

Serious about Stablecoin? We’ve got you covered. From USDC to USDT and beyond, InvestiFi’s Stablecoin gives your Account Holders access to the coins they’re looking for in an easy to use experience all from directly within online banking. Be sure to check out our Auto Conversion Flow for Stablecoins that gives......

business needs
view solution

Stocks & ETFs

Our self-directed securities investing solution gives your Account Holders the ability to buy and sell 6500+ stocks and ETFs to begin or expand their investment portfolio, directly from their checking account Using our securities offering, you can: Entice and engage everyone from beginners to seasoned investors with fractional investing for as little as $1 Curb......

business needs
view solution

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.

Please sign up to see more

Sign up or login