InvestiFi, the award-winning digital investing solutions provider for financial institutions, has partnered with Heritage Valley Federal Credit Union to embed its solutions into the credit union's online banking platform. This exciting partnership offers a new avenue for the credit union's members by allowing them to invest directly from their checking accounts through their trusted financial institution’s online banking platform.
Heritage Valley is a member-owned, financial cooperative established in 1935 and headquartered in York, Pennsylvania. The credit union serves 13,500 members residing in the South-Central Pennsylvania region, including York, Adams, Cumberland, and Dauphin counties. The credit union is known for prioritizing its members' financial needs. It delivers a personalized service, innovative digital tools, and a strong commitment to the communities it serves.
Jeremey Sterner, SVP of Strategy and Technology at Heritage Valley, said: “Heritage Valley has always been committed to empowering our members with the tools and resources they need to work towards their financial goals. That’s why we’re thrilled to partner with InvestiFi to open the door to new opportunities for investors of all experience levels—whether they’re just starting out or have years of investing under their belt.”
“By integrating InvestiFi’s digital investing tools and educational resources, we’re enabling our members to explore the world of investing with confidence and convenience, all within the safety of their trusted financial institution. It’s an exciting step forward in ensuring that Heritage Valley’s members have access to the opportunities they deserve, no matter where they are in their financial journey.”
Heritage Valley will integrate InvestiFi’s robo-advisory solution, Guided Investing, into its existing online platform to provide its members with diversified portfolios tailored to individual financial goals and risk preferences. InvestiFi will also provide Heritage Valley members with access to self-directed stocks, ETFs and cryptocurrency, to enhance their financial experience within the Heritage Valley digital banking ecosystem. All members, regardless of if they choose to engage with digital investing, will have access to InvestiFi's extensive library of financial education.
Kian Sarreshteh, CEO of InvestiFi, said: “It's with great excitement that we announce our partnership with Heritage Valley Federal Credit Union; a beacon of community-driven financial stewardship. By integrating our innovative digital investing solutions, Heritage Valley is setting a new standard for digital investing, ensuring its members have a secure and intuitive platform for their investment journeys.
“At InvestiFi, our mission is to ally with community financial institutions, helping them unlock the full potential of digital investing for their members. Embedded investing allows credit union members an alternative to the confusion often associated with third-party investing apps while seamlessly merging advanced investing tools within their trusted banking environment. This is how we envision the future of finance: accessible, secure, and fully in service of the community's needs.”