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MCUL Newsroom

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Navari Announces Strategic Investment in InvestiFi

Navari, a technology and solutions platform serving financial institutions and organizations nationwide, today announced a strategic investment in InvestiFi, a digital investing platform focused on helping credit unions and community banks offer investing experiences directly within their digital banking environments.

The investment reflects Navari's commitment to supporting innovative solutions that help financial institutions adapt to evolving consumer expectations and strengthen their role in helping people achieve long-term financial success.

As consumer expectations continue to evolve, financial institutions are looking for new ways to deepen  relationships, strengthen engagement, and create meaningful financial experiences. Navari believes  digital investing represents a significant opportunity for institutions to play a larger role in helping their  members and customers build long-term financial wellness while remaining at the center of the  financial relationship.

Founded with a mission to democratize investing while supporting community financial institutions and  ensuring wealth-building opportunities are accessible to everyone, InvestiFi helps credit unions and  community banks expand access to investing through digital experiences integrated into the platforms  consumers already use every day.

"Financial institutions continue to look for innovative ways to strengthen relationships and deliver greater value to the people they serve," said Patty Corkery, President and CEO of Navari. "We believe digital investing represents an important opportunity to help individuals build long-term financial wellness while strengthening engagement with their trusted financial institution. InvestiFi's mission and vision align closely with where we see the market heading, and we're excited to support that opportunity through this investment."

"InvestiFi was founded on the belief that community financial institutions should play a central role in helping consumers build wealth and achieve their financial goals," said Kian Sarreshteh, CEO of InvestiFi. "Our mission is to make investing more accessible while supporting the institutions that serve their communities every day. We are excited to work alongside Navari as we continue expanding opportunities for financial institutions and the consumers they serve."

The investment marks the beginning of a broader relationship between the two organizations. Navari and InvestiFi expect to explore additional opportunities to advance innovation within financial services and plan to announce a strategic partnership in the coming weeks.



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