InvestiFi, a provider of digital investment solutions for community financial institutions, has partnered with Thinkwise Credit Union to integrate its suite of digital investing tools directly into the credit union’s online and mobile banking platforms. This collaboration will enable members to invest seamlessly from their checking accounts through a secure, intuitive and education-driven experience.
“Providing our members with accessible tools that support financial well-being is core to who we are. Many in our education community have historically lacked approachable investing options. By integrating InvestiFi directly into our digital banking experience, we are giving members a simple, guided path to investing within the trusted environment they rely on every day,” Damian Victoria, chief of finance and lending at Thinkwise, said. “This partnership also supports our mission: to deliver accessible, modern and member-focused financial solutions that improve the financial well-being of the communities we serve. It strengthens financial literacy and empowers members with the knowledge and confidence they need to invest for their future.”
The integration includes guided investing tools, automated portfolios aligned to member goals and risk profiles and embedded financial education resources.
“We are thrilled to partner with Thinkwise Credit Union, an institution with a decades-long commitment to education workers, retirees, volunteers and their families across the Inland Empire,” Kian Sarreshteh, CEO of InvestiFi, said. “As members increasingly turn to third-party investment apps, it is crucial for institutions to provide safe, intuitive, and integrated digital investing options. By bringing these capabilities in-house, Thinkwise strengthens member trust and enhances the overall digital banking experience.”
