Key Takeaways

  • Through its partnership with BitGo Bank & Trust, National Association, an OCC chartered federal trust bank and its affiliates (“BitGo”), InvestiFi can now offer certain secure digital asset solutions to their partners of banks and credit unions, across all 50 states.

  • Powered by BitGo’s Crypto-as-a-Service (CaaS) infrastructure, InvestiFi enables secure digital asset trading solutions while growing their multi-custodian strategy.

Securely Offer Digital Asset Solutions Nationwide

InvestiFi is a digital asset investing platform that integrates directly with their network of banks and credit unions to enable members to trade digital assets directly from existing accounts. This integration with traditional financial institutions requires secure custody, scalable digital asset infrastructure, and strong regulatory leadership.

As a digital asset trust bank federally regulated by the Office of the Comptroller of the Currency (OCC), BitGo provides the level of regulatory oversight and qualified custody expected by traditional financial institutions. Through its strategic partnership with BitGo, InvestiFi leverages institutional-grade digital asset infrastructure and a multi-custodian strategy to deliver uniform nationwide availability across all 50 states, including complex jurisdictions such as New York, Texas, and Idaho.

Crypto-as-a-Service: Infrastructure with Federal Oversight

This partnership is powered by BitGo’s Crypto-as-a-Service (CaaS) solution, which provides InvestiFi with the federally supervised regulatory framework and bank-grade qualified custody for digital asset trading. BitGo’s API-driven infrastructure is designed to support fintechs and banks with secure, scalable digital asset services.

The strategic collaboration between InvestiFi and BitGo represents more than a technological integration; it is a shared commitment to regulatory excellence. By bridging traditional banking and the digital asset economy, BitGo and InvestiFi empower institutions to engage in sophisticated digital asset services with confidence.

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About BitGo

BitGo is the digital asset infrastructure company, delivering custody, wallets, staking, trading, financing, and settlement services from regulated cold storage. Since our founding in 2013, we have been focused on accelerating the transition of the financial system to a digital asset economy. With a global presence and multiple regulated entities, BitGo serves thousands of institutions, including many of the industry's top brands, exchanges, and platforms, and millions of retail investors worldwide. For more information, visit www.bitgo.com.

©2026 BitGo, Inc. (collectively with its parent, affiliates, and subsidiaries, “BitGo”). All rights reserved. BitGo Bank & Trust, National Association (“BitGo Bank & Trust”) is a national trust bank chartered and regulated by the Office of the Comptroller of the Currency (OCC). BitGo Bank & Trust is a wholly-owned subsidiary of BitGo Holdings, Inc., a Delaware corporation headquartered in Sioux Falls, South Dakota. Other BitGo entities include BitGo, Inc. and BitGo Prime LLC, each of which is a separately operated affiliate of BitGo Bank & Trust. BitGo does not offer legal, tax, accounting, or investment advisory services. The information contained herein is for informational and marketing purposes only and should not be construed as legal, tax, or investment advice. Digital assets are subject to a high degree of risk, including the possible loss of the entire principal amount invested. Past performance and illustrative examples do not guarantee future results. BitGo Holdings, Inc., BitGo Bank & Trust, BitGo, Inc. and BitGo Prime LLC are not registered broker-dealers and are not members of the Securities Investor Protection Corporation (“SIPC”) or the Financial Industry Regulatory Authority (“FINRA”). Digital assets held in custody are not guaranteed by BitGo and are not subject to the insurance protections of the Federal Deposit Insurance Corporation (“FDIC”) or SIPC. This communication 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. 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.