Investments as a Service for credit unions and banks

Enable all your clients to invest with their
trusted bank or credit union

Digital investing for everyone — not just the top 1%
Natively integrated and starting from $1.

Our seamless integrations – tap to explore

Market leader for banks and credit unions

The most complete investment offering

Eko is your all-in-one investment platform, allowing your clients to create and manage multiple portfolios of any type with complete flexibility.

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Proof is in the data

of users opt in to an investment account within one year of launch

less likely that Eko clients leave their financial institution

+11%

growth in bank deposits from Eko users in year 1

increase in digital banking logins for Eko users

Direct money movement, without a core integration

Thanks to Eko’s deep-integrations with our digital banking providers, we’re the only provider that lets users invest directly from their checking or savings accounts, with no core integration required. This means you can offer a seamless, most modern investing experience in just weeks, without added costs or increased reliance on your core provider.

Win Back Deposits Lost to Third-Party Platforms

When users turned to external investing apps like, deposits left with them. Eko makes it easy to bring those investments back to your institution through simple portfolio transfers and rollovers. In seconds, users can move their portfolios back to their trusted bank or credit union, boosting retention and long-term value.

Offer investments without building anything or hiring anyone

With Eko, clients can fund their investment account from any third party, Eko is an end-to-end, ‘Investments-as-a-Service’ solution. We take care of all requirements so you can offer next-generation investment product without having to build anything or hire anyone.

Regulatory/SEC overhead

Trade execution management

Portfolio creation and management

Compliance management

Middle/back-office operations

Zero to Launch, in Weeks

2–4 Week Installation

No Core Integration Required

30-Day No-Commitment Pilot

What banks and credit unions are saying

With Eko, we are able to offer our existing customer base an option to begin investing within our bank’s existing digital application, starting from only $10. Eko is responsive, flexible and continuously seeks to improve the application by adding new features and functionality. Due to Eko’s native integration, our customers have more reasons than ever to engage with our online platform.

with $2bn in assets in Vermont and New Hampshire

Eko has very much changed the way our members interact with us. While before most members would only log in once a week, our members that have opted-in to invest it almost quadrupled. Eko is directly integrated into our (Q2) digital banking solution, this means that people can access ‘Investments’ without ever leaving our app.

with 22k members in California

Industry partners

The largest players in the industry support Eko

Eko Wins ‘Best of Show’ Award
at Finovate Fall 2024 and 2025 for Groundbreaking Fintech Platform

Enable all your clients to invest with their trusted bank or credit union