Credit unions and community banks are up against fintech apps, robo-advisors, and every slick investing platform that promises to turn your spare change into a retirement fund. So how do credit unions and community banks stay relevant? By meeting people where they already are—right inside their digital banking apps.
That’s exactly why Navari just made a strategic investment in InvestiFi, a digital investing platform built specifically for credit unions and community banks. Think of it as giving these institutions the tools to level up their game and offer investment services without sending their members off to some third-party app.
Why This Matters for Community Financial Institutions
Consumer expectations have shifted dramatically over the past few years. People want everything in one place—their checking account, their savings, and yes, their investment portfolio too. They don’t want to juggle five different apps to manage their financial life. For credit unions and community banks, this creates both a challenge and an opportunity.
Navari sees digital investing as more than just a nice-to-have feature. It’s a way for financial institutions to deepen relationships with their members and customers, becoming true partners in long-term financial wellness rather than just places to park a paycheck.
“Financial institutions continue to look for innovative ways to strengthen relationships and deliver greater value to the people they serve,” said Patty Corkery, President and CEO of Navari. “We believe digital investing represents an important opportunity to help individuals build long-term financial wellness while strengthening engagement with their trusted financial institution. InvestiFi’s mission and vision align closely with where we see the market heading, and we’re excited to support that opportunity through this investment.”
What InvestiFi Brings to the Table
InvestiFi was founded with a pretty straightforward but powerful mission: democratize investing while keeping community financial institutions at the center of the action. The platform helps credit unions and banks embed investing experiences directly into their existing digital banking environments—no clunky integrations or separate logins required.
This approach ensures that wealth-building opportunities are accessible to everyone, not just people who can afford financial advisors or meet minimum investment thresholds. It’s about making investing less intimidating and more integrated into everyday financial management.
“InvestiFi was founded on the belief that community financial institutions should play a central role in helping consumers build wealth and achieve their financial goals,” said Kian Sarreshteh, CEO of InvestiFi. “Our mission is to make investing more accessible while supporting the institutions that serve their communities every day. We are excited to work alongside Navari as we continue expanding opportunities for financial institutions and the consumers they serve.”
What’s Next for This Partnership
This investment isn’t just a one-and-done deal. Both companies see it as the beginning of a longer-term relationship focused on advancing innovation within financial services. They’re already working on additional collaboration opportunities and plan to announce a formal strategic partnership in the coming weeks.
For credit unions and community banks watching from the sidelines, this signals where the industry is heading. Digital investing isn’t some futuristic concept anymore—it’s becoming table stakes for institutions that want to remain competitive and relevant in their members’ financial lives.