Freedom Bank adds InvestiFi

Freedom Bank is adding InvestiFi’s trading tools to its online banking platform, letting clients invest without leaving the bank’s own app. (investifi.com) InvestiFi announced the deal on April 8, 2026, and said Freedom Bank clients will be able to invest from checking accounts inside their existing digital banking flow. The menu includes stocks, exchange-traded funds, cryptocurrencies, guided investing portfolios, and financial education content. (investifi.com) Joseph J. Thomas, Freedom Bank’s president and chief executive, said the bank wants a “secure environment” for clients to invest through its online platform. InvestiFi chief executive Kian Sarreshteh said the company is targeting community banks that want to keep investing activity inside the bank relationship. (investifi.com) Embedded investing means a bank places brokerage-like functions inside everyday banking screens, instead of sending customers to a separate app or outside broker. InvestiFi says its product is built so users can move money to and from checking accounts while staying inside the institution’s digital banking experience. (investifi.com; digital-banking.americanbanker.com) Freedom Bank is a Fairfax, Virginia-based community bank operating under Freedom Financial Holdings, which trades over the counter under the symbol FDVA. The company reported total assets of $1.07 billion as of December 31, 2025. (investors.freedom.bank; prnewswire.com) That size helps explain the pitch. Community banks have been trying to hold onto deposits and customer relationships as more saving, trading, and payments activity shifts to specialized financial technology apps. (investifi.com; digital-banking.americanbanker.com) InvestiFi has been building specifically for that market. The company says it integrates with existing bank and credit union digital banking systems, and American Banker’s Digital Banking site describes it as a platform designed to help institutions retain assets and add revenue by offering investing from within online banking. (investifi.com; digital-banking.americanbanker.com) Sarreshteh co-founded the company in 2020 under the name CryptoFi, according to his speaker biography on American Banker’s Digital Banking site, and market databases list InvestiFi as founded in 2021. That timeline tracks with the company’s expansion from crypto-focused branding to a broader mix of securities, automated portfolios, and digital assets. (digital-banking.americanbanker.com; ca.marketscreener.com) For Freedom Bank, the move adds investing to a product set that has centered on commercial and relationship banking in Northern Virginia. For InvestiFi, it is another test of whether smaller banks can persuade customers to trade, save, and learn about markets without handing that activity to a separate brokerage brand. (investors.freedom.bank; investifi.com)