InvestiFi

4 results about this entity

Period: 19 Aug 2024 - 20 Nov 2024

/regulation

RQD Clearing selected by InvestiFi

Digital investing solutions provider InvestiFi, has partnered with RQD Clearing, to facilitate its securities trading functionalities.

/people

InvestiFi appoints serial tech entrepreneur David Guttman as president and COO

Digital investing solutions provider, InvestiFi, is delighted to welcome David Guttman as its new president and chief operating officer (COO).

/wealth

InvestiFi unveils securities investment service for community banks and credit unions

InvestiFi, the provider of investing solutions for Community Credit Unions and Banks, has announced today the launch of its new service to enable Credit Unions and Community Banks to provide their account holders with self-directed investment capabilities through InvestiFi’s registered investment adviser and FINRA member broker-dealer subsidiaries.

/wealth

Bluestone FCU selects InvestiFi for online investing service

InvestiFi, Inc, the only InvestTech platform designed to enable trading to and from deposit accounts, will deliver new natively integrated investing solutions and expanded financial education for Bluestone Federal Credit Union members.