The 2025 Banking Tech Award for the Best Solutions Provider in WealthTech has been awarded to InvestiFi, recognizing its innovative platform, which enables bank and credit union members to invest in stocks, ETFs and crypto directly from checking with the addition of financial education tools.
“We are honoured to have won a Banking Tech Award in such a competitive category. This win is a testament to our team’s dedication to innovation as we strive to deliver alternative investing to financial institutions across the U.S.,” Kian Sarreshteh, CEO and co-founder of InvestiFi, said. “This award recognizes our mission to bring investing inside by making it more accessible and intuitive. We are delighted that our solutions are being acknowledged as a leader in the WealthTech space and to see that they are helping financial institutions evolve by delivering alternative investment opportunities for their members.”
InvestiFi secured the award for its ability to introduce self-directed alternative investment opportunities to financial institutions, including banks and credit unions, within their existing digital banking platforms.
“Members are drawn to alternative investments as they have a prime opportunity for portfolio growth, yet access has always been limited. At InvestiFi, we focus on bridging this gap to avoid account holder loss to third-party providers by equipping financial institutions with modern, scalable tools to improve and strengthen engagement, solidifying relationships for the future,” Sarreshteh said. “As we enter 2026, we are continuing to focus on expanding our presence by entering new markets and bringing the benefits of our investing solutions to more financial institutions to enhance digital investing and provide financial education tools for members.”
