Northwest Federal Credit Union Partners With InvestiFi to Bring Embedded Investing to Members

HERNDON, Va. and DOVER, Del., – Sept. 2, 2026 – Northwest Federal Credit Union
(Northwest) has partnered with InvestiFi, a leading provider of digital investment solutions for
credit unions and community banks, to deliver integrated digital investing to its more than
280,000 members nationwide. InvestiFi’s award-winning InvestTech solution will be embedded
within Northwest’s existing online and mobile banking platforms, giving members the
opportunity to invest directly from their accounts within an environment they already know and
trust.

Through the partnership, Northwest members can utilize digital investing solutions
tailored to their needs, including self-directed investing in securities and Guided Investing
with personalized recommendations. Additional investment capabilities such as
cryptocurrency will roll out in future phases. Members will also have access to InvestiFi’s
financial education resources to build investing knowledge and support informed decision
making.

“More of our members are asking how to start investing, but many are unsure where to begin,”
said Jeff Bentley, President & CEO at Northwest. “By integrating investing into Northwest’s
digital banking, we are making it easier for members to start investing within the trusted platform
they already use every day. Our mission has always been to support our members through every
stage of their financial journey, and this partnership with InvestiFi is a natural extension of that
commitment to deliver the best service through a more connected banking and investing
experience.”

Amid the rapidly expanding investment landscape, Northwest sees a clear opportunity to help
members manage more of their financial lives in one connected experience. Recent research by
Cornerstone Advisors, commissioned by InvestiFi, shows that 75% of zillennials (Gen Z and
millennials combined) expressed interest in investing directly from their checking account,
which underscores the strong demand for this kind of solution. By pairing this new InvestFi
partnership with the growing interest among younger consumers and substantial investable
balances held by Gen X and baby boomers, Northwest is well-positioned to support those
moving from saving to investing.

“Northwest Federal Credit Union has a long history of putting its members first, and we’re
excited to partner with an institution that continues to invest in the future of member
experience,” said Kian Sarreshteh, CEO of InvestiFi. “Digital banking isn’t about offering more
standalone products — it’s about creating a connected financial ecosystem where members can
manage more of their financial lives in one place. We’re proud to help Northwest deliver that
experience while reinforcing the value credit unions bring to the communities they serve.”

As member expectations continue to evolve, Northwest sees embedded investing as an important
next step in meeting members where they are at and empowering strong financial habits through
a cohesive digital experience. Through InvestiFi’s commitment to bringing investing closer to
everyday banking, Northwest is expanding the ways members can build confidence, grow
wealth, and engage more fully with their financial lives.

###

About Northwest Federal Credit Union
Northwest Federal Credit Union (Northwest) is a leading financial institution dedicated to
providing a comprehensive range of banking and financial services to its more than 280,000
members in Virginia, Maryland, and D.C. and beyond. Established in 1947 with a focus on
personalized customer service and trust, Northwest offers a variety of products, including
savings and checking accounts, loans, mortgages, and investment options. As a member-owned,
non-profit organization, Northwest not only strives to enhance the financial well-being of its
members nationwide but is also integrally involved with supporting the local community through
various outreach initiatives and strategic partnerships. Northwest is the Official Credit Union of
the Washington Commanders and naming rights sponsor for the team’s Northwest Stadium. For
more information about Northwest Federal Credit Union, visit nwfcu.org. Federally insured by
NCUA. Equal Housing Lender. Investments are not federally insured, are not obligations of or
guaranteed by the credit union, and involve investment risk, including the potential loss of value.

About InvestiFi
InvestiFi, Inc. is the award-winning InvestTech Platform designed to allow for trading to and
from deposit accounts, enabling credit unions and community banks to retain more assets and
attract new account holders. Through its exclusive funds flow and user-friendly interface,
InvestiFi empowers every credit union and community bank to provide their account holders
with the ability to navigate the complexities of financial markets with ease from within their
current online banking experience. At the heart of InvestiFi’s mission is the goal of
democratizing investing and supporting community financial institutions, ensuring that wealth
building opportunities are accessible to everyone. To learn more visit investifi.com.

Press contacts:
Skyler Perry
Content Marketing Manager, InvestiFi
skyler.perry@investifi.com
PR Team, Northwest Federal Credit Union
corporatecommunications@nwfcu.org