Investii is a platform that helps you effortlessly manage all your financial accounts in one spot.
We make managing your financial life simple.
The Blueprint
Updating all your financial institutions separately is a hassle. The Blueprint makes it simple.
Securely store your information in one spot.
Most institutions ask for the same info. Why enter it again and again?
New address? Changed your name? Update your account info in one place.
If there’s a change, update your blueprint. We’ll let everyone else know.
The Control Center
Your money is all over the place.
Don’t go all over the place to control it.
Securely link your financial accounts to Investii.
We work closely with your institutions to ensure security and protection.
Manage your account from one spot.
Move money between linked accounts, automate savings, and more by the click of a button.
Investii Rewards
We believe saving should be rewarded.
Earn points when you move money from your checking account to any of your eligible savings accounts.
Reedem those points for various rewards.
The Marketplace
There are thousands of financial products in the market. The Marketplace brings them all to you in one spot.
Search the market for the account that fits you best.
Create an account
using your blueprint information.
Still curious?
About Investii
how it works
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