Navari Announces Strategic Investment in InvestiFi

Investment reflects a shared vision for the future of digital investing and embedded financial experiences at credit unions and community banks.

ROYAL OAK, Mich., August 3, 2026 – 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.

 

About Navari

Navari is a technology and solutions platform designed to help leaders navigate complexity and achieve more. Through connected software, insights, and services, Navari delivers expert guidance and intuitive tools that enable confident decision making and stronger organizational performance across human resources, experience, marketing technology, and financial solutions.

The Navari platform includes Performance Pro, Compease, The Learning Center, MemberXP, BankingXP, and Timix. Together, they help organizations strengthen performance, deliver exceptional experiences, and drive meaningful, sustainable results.

Serving more than 2,200 organizations nationwide, Navari combines smart technology with human insight to help leaders drive stronger outcomes.

Learn more at navari.com.

 

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. To learn more, visit investifi.com.

 

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Media Contact

CUSG: Kaye Chervenak, Chief Marketing Officer, Navari
Kaye.Chervenak@navari.com