BitGo Bank & Trust, N.A. and InvestiFi Partner to Support Nationwide Digital Asset Investing for Banks and Credit Unions

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Key Terms

crypto-as-a-service (caas) technical

Crypto-as-a-service (CaaS) is a model where a provider supplies ready-made cryptocurrency tools and infrastructure—such as digital wallets, payment processing, custody, token issuance, and blockchain connectivity—so other businesses can add crypto features without building them from scratch. Like renting cloud software instead of installing servers, CaaS matters to investors because it can create steady, subscription-style revenue and fast market reach, while concentrating regulatory, security, and crypto-market risks that can affect returns.

digital asset technical

A digital asset is a representation of value or rights that exists only in electronic form—like digital versions of cash, stocks, or collectibles kept in a virtual wallet. They are transferred and recorded using computer systems that make copying or tampering difficult, and can include currencies, tokenized shares, or unique digital items. Investors care because digital assets can offer new ways to diversify, trade and raise capital, but they also bring different risks around price swings, custody and regulation.

qualified custody financial

An arrangement where a regulated, vetted third-party custodian holds and safeguards financial assets on behalf of an investor, fund, or company, operating under specific legal and operational standards. It matters to investors because qualified custody reduces the risk of loss, theft or commingling, preserves clear legal ownership and helps meet regulatory and audit requirements — like keeping valuables in a bank safe deposit box that is subject to formal rules and inspections.

office of the comptroller of the currency (occ) regulatory

A U.S. federal agency that licenses, supervises and enforces rules for nationally chartered banks and federal savings associations, acting like a watchdog and rulebook keeper for those institutions. Investors care because the OCC’s inspections, enforcement actions and policy decisions affect a bank’s safety, capital, ability to grow or merge, and overall risk — similar to how a building inspector’s reports influence a property’s value and marketability.

fiduciary framework financial

A fiduciary framework is the set of rules, policies and practices that require certain people or institutions—such as investment managers, corporate boards or financial advisors—to put clients’ or shareholders’ financial interests ahead of their own. It matters to investors because it creates clear guardrails and accountability around decisions, reduces conflicts of interest, and provides a basis for holding stewards responsible if they favor personal gain over the people whose money they manage—like a written code of conduct for someone holding your wallet.

api-driven technical

API-driven describes a product, service, or business built around application programming interfaces (APIs) — digital doorways that let software systems talk, share data and automate tasks — rather than manual handoffs or one-off integrations. For investors it signals easier scaling, faster partnerships and lower per-unit operating costs because new customers or features can be added like snapping in modules; it also highlights dependence on technical partnerships and the need for robust cyber-security.

custody financial

Custody is the safekeeping and management of financial assets, such as stocks or bonds, by a specialized institution on behalf of an investor. It ensures that the assets are securely stored, properly maintained, and accurately accounted for, similar to how a bank safely holds valuables for a customer. This arrangement gives investors confidence that their assets are protected and properly managed, allowing them to focus on their investment goals.

02/10/2026 - 07:00 AM

Powered by BitGo’s Crypto-as-a-Service (CaaS), InvestiFi will now deliver digital asset trading capabilities to its network of financial institutions across all 50 U.S. states

NEW YORK--(BUSINESS WIRE)-- BitGo Bank & Trust, National Association, the digital asset infrastructure company and OCC-chartered federal trust bank and its affiliates (“BitGo”), and InvestiFi, the leading digital asset investing platform purpose-built for credit unions and community financial institutions, today announced a partnership designed to support secure digital asset solutions for financial institutions nationwide.

Through the partnership, InvestiFi will offer digital asset trading capabilities to participating banks and credit unions across all 50 states, supported by BitGo’s Crypto-as-a-Service (CaaS) infrastructure. InvestFi’s integration with its network of banks and credit unions now enables account holders to trade digital assets from their existing InvestiFi accounts. This institutional integration requires secure custody, scalable infrastructure, and regulatory alignment.

As a federally regulated digital asset trust bank supervised by the Office of the Comptroller of the Currency (OCC), BitGo provides a compliant fiduciary framework. InvestiFi will also leverage BitGo’s institutional-grade digital asset infrastructure to support consistent availability across all 50 U.S. states, including complex jurisdictions such as New York, Texas, and Idaho.

“This partnership reflects what banks and credit unions expect when offering digital asset capabilities - security, strong controls, and a regulated foundation,” said Mike Belshe, CEO and Co-Founder at BitGo. “BitGo’s CaaS platform is built to support partners like InvestiFi with infrastructure that aligns with traditional financial institutions.”

“Our platform is designed to integrate digital asset investing into the existing banking experience, and that requires institutional-grade infrastructure and custody,” said Kian Sarresheteh, CEO of InvestiFi. “Working with BitGo supports our ability to provide secure digital asset services to banks and credit unions nationwide while maintaining a multi-custodian approach.”

The partnership is supported by BitGo’s CaaS solution, which provides an API-driven framework designed to help fintech companies and financial institutions offer secure, scalable digital asset services. BitGo’s CaaS capabilities include bank-grade qualified custody and infrastructure to support digital asset trading workflows.

About BitGo
BitGo (NYSE: BTGO) is the digital asset infrastructure company delivering custody, wallets, staking, trading, financing, stablecoins, and settlement services from regulated cold storage. Since 2013, BitGo has focused on accelerating the transition of the financial system to a digital asset economy. BitGo maintains a global presence and multiple regulated entities, including BitGo Bank & Trust, National Association, a federally chartered digital asset trust bank. Today, BitGo serves thousands of institutions, including many of the industry's top brands, financial institutions, exchanges, and platforms, and millions of investors worldwide.

About InvestiFi
InvestiFi, Inc. is the only 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.

For more information about InvestiFi, visit www.investifi.co

Forward Looking Statements
This press release contains forward-looking statements. Forward-looking statements include all statements that are not historical facts. These statements may include words such as “aim,” “anticipate,” “assume,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “forecast,” “foreseeable,” “guidance,” “intend,” “likely,” “may,” “objectives,” “outlook,” “plan,” “potentially,” “predict,” “project,” “seek,” “should,” “target,” “will,” “would,” or variations of these terms and similar expressions, or the negative of these terms or similar expressions. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors include but are not limited to those described under “Risk Factors” in BitGo Holdings, Inc.'s registration statement on Form S-1, as amended, relating to the initial public offering. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in the registration statement. Although BitGo believes that the expectations reflected in its forward-looking statements are reasonable, it cannot guarantee future results. BitGo undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as required by law.