Truity Credit Union integrates InvestiFi digital investment tech

Truity Credit Union has formed a new partnership with InvestiFi to embed a full digital investing and wealth management platform directly into its online and mobile banking channels for members.​

What the deal includes

• InvestiFi will integrate its suite of tools into Truity’s existing digital banking app, so members can invest without leaving the credit union environment.​

• Members will be able to invest directly from their checking accounts, rather than transferring money to external brokerage or fintech apps.​

• The rollout covers guided (robo) investing, self-directed investing, and cryptocurrency investing, including access to stablecoins.​

Capabilities for Truity members

• Guided/robo portfolios aligned with members’ goals and risk profiles, offering diversified portfolios and automated management.​

• Self-directed access to more than 6,500 stocks and ETFs, plus digital assets and stablecoins, all within Truity’s digital banking interface.​

• Embedded education and literacy content to help members understand investing and build confidence in managing their finances.​

Strategic rationale for Truity

• Truity, a $1.5 billion-asset credit union serving about 75,000 members across Oklahoma, Kansas, and Texas, is using this move to expand its digital services beyond traditional banking.​

• Integrating investing is intended to keep deposits and investment activity inside Truity’s ecosystem instead of losing members to standalone investing apps.​

• The partnership aligns with a broader trend where credit unions add in-app investing to drive non‑interest income and improve member retention.​

About InvestiFi

• InvestiFi specializes in digital investing solutions embedded in banks’ and credit unions’ existing digital channels, including fractional investing, robo portfolios, and crypto trading.​

• The firm, originally launched as CryptoFi and rebranded to InvestiFi in 2024, focuses on letting users invest directly from checking accounts to simplify flows and keep assets at the originating institution.​

If you share what you are most interested in (member experience, tech stack, or competitive context), a more tailored breakdown of the implications can be provided.