EP 279: Kian Sarreshteh, InvestiFi
Finovate Awards Winner InvestiFi on the changing investment landscape, consumer education, and bringing investment assets back to banks and CUs.
Detailed Summary:
In this episode of the Finovate Podcast, host Greg Palmer interviews Kian Sarrestheh, co-founder and CEO of InvestiFi the 2025 Finovate Awards winner in the Best Alternative Investment Solution category. InvestiFi provides a digital investment platform specifically designed for banks and credit unions, allowing their customers to invest in stocks, ETFs, crypto, and roboadvisory portfolios directly from their checking or savings…
The skinny
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