InvestiFi, an InvestTech platform designed to allow for investing to and from checking accounts, has engaged with Freedom Bank to embed its digital solutions into the bank’s online banking platform. Through this relationship, the bank’s clients will be able to invest from their checking accounts and access financial education resources, all within their pre-existing banking environment.
“We are thrilled to be working with InvestiFi to bring digital investing to Freedom Bank clients through our online banking platform. As the digital investing ecosystem continues to evolve, it is vital for us to provide a secure environment for our clients to invest funds in products that meet the clients risk and return objectives,” Joseph J. Thomas, president and CEO of Freedom Bank, said. “Working with InvestiFi allows us to bring innovative, forward-thinking tools to our clients that enhance their financial experience. By expanding our digital capabilities, we are providing convenient, modern solutions designed to meet evolving needs and deliver greater value to our clients.”
In collaboration with InvestiFi, Freedom Bank will offer its clients access to a diverse range of investment options, including stocks, ETFs and cryptocurrencies. Every client can also create guided investing automated portfolios and access embedded financial education resources.
“Freedom Bank is a renowned next-generation community bank known for its deep banker expertise and entrepreneurial DNA; we are looking forward to collaborating with them to bring their clients access to digital investing,” Kian Sarreshteh, CEO of InvestiFi, said. “As digital investing becomes more accessible and continues its rapid evolution, clients are increasingly using third-party platforms for investments. However, these platforms often lack crucial resources like financial education and personalized guidance. At InvestiFi, we strive to work with financial institutions such as Freedom Bank to help them provide their clients the tools and information they need on their digital investing journeys.”
