InvestiFi, the only InvestTech platform bringing investing inside, enabling members to invest from their checking account with their trusted financial institution, has announced its partnership with River Valley Credit Union (RVCU).
This new partnership with RVCU will allow its members to invest in cryptocurrencies, and securities, and have access to a guided investing tool.
With the increasing demand for digital investing tools that are easy to access and understand, RVCU is taking a major step forward to meet its members where they are online or on the go and ready to take control of their financial futures. By integrating with InvestiFi’s solution, RVCU aims to eliminate the friction that many members face when using third-party investing apps that often lack personalized support, trusted brand association, or integrated financial education.
“We’re excited to partner with River Valley Credit Union and bring seamless investing capabilities to its members,” said Kian Sarreshteh, CEO of InvestiFi.
“Most community financial institution members don’t have the capital or access needed to work with a traditional financial advisor and are often pushed toward fragmented, third-party solutions. Our goal is to change that by giving credit unions the tools to offer investing right inside their digital banking experience—with built-in education, choice, and simplicity.”
Through the partnership, RVCU will roll out InvestiFi’s full suite of investment solutions:
• Guided investing, which offers members professionally managed portfolios aligned with their personal risk tolerance and financial goals;
• Self-directed investing, giving members the ability to buy and sell over 8,600 individual stocks and ETFs directly from their checking accounts;
• Cryptocurrency investing, with access to 25+ digital assets and the flexibility for RVCU to tailor its coin offerings to align with member preferences and institutional risk tolerance.
This embedded investing experience will be fully integrated into RVCU’s existing digital banking platform, ensuring a seamless and secure user experience. In addition, InvestiFi’s suite of financial education tools will help RVCU members better understand the investing process, the risks involved, and how to make informed financial decisions.
“Our members are our top priority, and we’re always looking for innovative ways to serve them better,” said Lee Spivey, President and CEO of River Valley Credit Union.
“This partnership with InvestiFi allows us to bring digital investing directly to our members, without the need to send them to unfamiliar or unsupported platforms. We’re excited to provide them with tools to grow their wealth in a way that aligns with our values of transparency, trust, and financial empowerment.”
Spivey added, “At RVCU, we believe that the opportunity to invest should be available to everyone, regardless of their starting point. By offering simplified investing within our digital banking experience, we’re continuing our legacy of supporting members through every stage of their financial journey.”
Founded to provide fair and accessible financial services to working-class communities underserved by traditional banks, River Valley Credit Union has grown into a trusted financial partner for thousands of individuals and families across generations. This new partnership with InvestiFi marks another chapter in that commitment—making digital investing inclusive, secure, and available to all.
The InvestiFi platform will be available to RVCU members later this year.