Safe 1 Credit Union Partners With InvestiFi To Bring Embedded Investing To Members
New collaboration brings Guided Investing, self-directed stocks and ETFs, cryptocurrency access, and financial education directly into Safe 1's digital banking experience. Safe 1 Credit Union has partnered with InvestiFi, the award-winning InvestTech Platform, to bring embedded investing solutions to its members. The solutions will be embedded within Safe 1's existing digital banking platform, giving members the opportunity to engage with investing from within the banking experience they already know and trust.
Headquartered in Bakersfield, California, Safe 1 Credit Union has served Kern, Kings, Tulare and Fresno Counties since 1952.. The Credit Union operates 10 branches, serving more than 90,000 members, with total assets in excess of $1.1 billion. Members of the American Consumer Council in California are also eligible to join Safe 1, broadening the community it serves.
David King, CEO/President at Safe 1 Credit Union, said: “At Safe 1, we believe the role of a full-service financial institution continues to evolve along with the needs and expectations of our members. Increasingly, consumers are looking for convenient access to investment and wealth-building opportunities as part of their overall financial relationship. Our partnership with InvestiFi allows us to expand the services we provide while keeping those opportunities connected to the trusted digital banking experience our members already use every day.”
“Most importantly, this gives our members greater choice in how they manage and invest their money. Whether they are beginning to invest, looking for guided investment options, or prefer self-directed investing, they will be able to access these services conveniently through Safe 1. We believe this is an important step in continuing to expand the value we provide to our members and helping them meet their broader financial goals, added King.
Through the partnership, Safe 1 members will have the opportunity to engage with Guided Investing, InvestiFi's personalized portfolio management solution built around individual financial goals and risk preferences. Members will also be able to invest in self-directed stocks and ETFs, as well as engage with cryptocurrency, directly through their Safe 1 accounts. Financial education resources will also be made available, giving every member access to investment insights and portfolio management support as they build their investing knowledge.
“Safe 1 Credit Union has spent more than seven decades earning the trust of the families and businesses it serves— that kind of relationship isn't built overnight,” said Kian Sarreshteh, CEO of InvestiFi. “By embedding investing directly into the banking experience members already rely on, Safe 1 is giving people a way to pursue their financial futures without ever having to leave the institution they trust most.”
“Investing shouldn't feel like a separate, intimidating step outside of banking — it should be part of the same conversation,” Sarreshteh added. “Safe 1 is proving that community-based financial institutions can meet that moment, giving members real ways to participate in the markets from right inside their own accounts.”
The partnership reflects InvestiFi's mission to expand access to investing through community-based financial institutions, while reinforcing Safe 1's commitment to supporting the financial futures of those it serves.
About Safe 1 Credit Union
Safe 1 Credit Union operates 10 branches, serving more than 90,000 consumers, with total assets in excess of $1.1 billion. Residents of Kern, Kings, Tulare and Fresno Counties, as well as members of the American Consumer Council in California can bank with Safe 1.
To learn more, visit safe1.org
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.
