2 Total Companies
InvestiFi is the only WealthTech platform designed to allow for investing directly from checking accounts, enabling Credit Unions and Community Banks to retain more assets and attract new members. 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 fi...
Carefull is a financial safety platform that helps credit unions protect their members from fraud, scams, and everyday money mistakes - while also helping grow deposits, improve retention and build a bridge to the next generation ahead of wealth transfer. Carefull provides comprehensive financial safety including AI-powered proactive fraud and scam detection, real-time alerts, money mistake preven...