TRU Federal Credit Union Partners With InvestiFi to Expand Member Access to Investment Opportunities

Building on its legacy of member-focused service, TRU Federal Credit Union has unveiled a new digital investment platform through a strategic partnership with InvestiFi.

This collaboration brings securities, cryptocurrency, and guided investing solutions directly into TRU FCU’s digital banking experience—marking a significant leap forward in its mission to provide innovative, accessible, and future-ready financial services to more than 7,300 members across six South Carolina counties.

Originally chartered in 1974 to serve local municipalities, school districts, and select employers, TRU Federal Credit Union has evolved significantly over the decades. Following a charter expansion in 2022, the credit union now serves the broader communities of Greenwood, Abbeville, Laurens, Newberry, Saluda, and McCormick Counties. The addition of digital investing reflects this growth and a renewed commitment to empowering members with the tools they need to build wealth and plan for the future.

“Adding an investment option for our members is more than putting in another product or service,” said Phil Heinlen, CEO of TRU FCU.

“It embodies our mission, core values, and our aspirations for the future. This innovation signifies our dedication to becoming a more reflective and approachable financial partner for the communities we serve. We are committed to maintaining the same high level of service and trust that our members have come to expect, while also embracing new opportunities and innovations within the credit union industry.”

“TRU FCU is a shining example of a credit union that leads with values and puts its members first,” said Kian Sarreshteh, CEO and Co-Founder of InvestiFi.

“This partnership reflects everything we believe in—giving everyday people access to investing in a way that’s personal, secure, and local. TRU’s commitment to Trust, Respect, and Unity aligns perfectly with our mission to support financial institutions that want to bring investing inside, not outsource it.”

InvestiFi’s white-label platform is designed specifically for community financial institutions, allowing them to offer modern, user-friendly investment tools without building complex infrastructure or outsourcing the member experience. With a seamless interface anddirect to-core integration, members can explore traditional investments, cryptocurrency, andguided portfolio options without ever leaving their TRU FCU digital platform.

Sarreshteh added, “By embedding digital investing directly into the member experience, TRU FCU is offering the same capabilities as the largest fintech platforms—without losing the relationships and trust they’ve built over the decades. It’s a powerful model for how local institutions can compete and lead in the digital age.”

For TRU FCU, this initiative isn’t just about new technology—it’s about staying true to its purpose while expanding what’s possible for the communities it serves.