InvestiFi

InvestiFi is the only WealthTech platform designed to allow for investing directly from checking accounts, enabling banks to retain more assets, attract new members and turn on new revenue streams all by offering digital investing from within the online banking experience your account holders already know and trust - yours! InvestiFi integrates seamlessly into your existing digital banking platform to provide your account holders access to digital investing options - including a Robo Advisor - to get started or expand and diversify their portfolio.

InvestiFi Featured Sessions

Monday, June 2, 2025