Raiz Invest

???? We’re beyond excited! Raiz Invest has won the "Investment Innovation" award at the Finder Innovation Awards! ????? This win reflects our mission to make investing simple, accessible, and impactful for everyone!? Thank you for your support and trust as we work to bring innovation into every corner of your financial future! ????? Investing via Raiz carries normal investment risks. Please read the PDS and TMD to understand these risks and determine if Raiz is suitable for you. $RZI

Raiz Invest Q1 FY25 Business Update – Key Highlights??? We’re excited to report strong Q1 FY25 momentum, showcasing our dedication to growth, innovation, and delivering greater value to our customers! Revenue Growth?- 15.2% YOY, driven by growth in customer numbers, Funds Under Management (FUM), and Average Revenue Per Unit (APRU). Customer Growth Accelerating?– Welcoming 3,824 new Active Customers in Q1, with a total of 314,127 as of late October! FUM Surge?– Our FUM rose to $1.512bn, up 31.8% YOY. Enhanced Balance Sheet?– Completed a $3m share placement and a $938k Share Purchase Plan to support AI-driven marketing, product innovation, and potential M&A opportunities. Strong Cash Flow?– Positive operating cash flow of $856k, with a solid cash position of $12.3m. Product Innovations?– Launched the Plus product into Super and developing white label solutions for financial institutions. Strategic Partnership with State Street Global Advisors?– Expanding market reach and developing new products, content, and financial education initiatives. Raiz Invest is driving forward with an unrelenting focus on growth, innovation, and customer value. $RZI

At Raiz, we know that mental health is just as important as financial health. That’s why we’ve teamed up with?Ductober?and?Waves of Wellness Foundation to support mental well-being.? Ducktober is WOW’s annual event during Mental Health Awareness Month, challenging participants to take on a daily cold water dip to boost their mental health while raising funds to help others do the same.? Check out our team, including CEO Brendan Malone, taking the plunge to show our support! Want to dive in with us? Use the code DUCK24 when signing up to start your Raiz journey with a $5 bonus. Let’s #RaizYourGame together—mind, body, and wallet. Investing via Raiz carries normal investment risks. You need to read the PDS and TMD to understand these risks & to determine if Raiz is suitable for you.

Raiz is proud to be the major partner of Ducktober by Waves of Wellness, and we had a blast getting dunked in ice baths to launch a month dedicated to mental health awareness. Mental health impacts every one of us, and this initiative helps us raise awareness and break down the barriers to getting help. You don’t need to brave the ice baths though. Just take a daily duck dive—anywhere you choose—and help raise money for mental health, providing vital resources for those in need. Ducktober kicks off today, so sign up online, dive in, and let’s quack for a cause! Together, we can make mental health a priority for everyone. Join the cause today:?https://lnkd.in/g6ps6hMh Investing via Raiz carries normal investment risks. You need to read the PDS and TMD to understand these risks & to determine if Raiz is suitable for you.? $RZI #RaizInvest #RaizYourGame #Ducktober #MentalHealthAwareness

? We’re proud to be the major partner of Ducktober 2024! ?? Organised by the Waves of Wellness Foundation, this annual event during Mental Health Awareness Month helps raise funds for free surf therapy programs. We believe that mental health is the foundation of well-being. When prioritised, it can help foster resilience, connections, and the ability to handle challenges with empathy and strength. Read more about this here: https://lnkd.in/ggywU9Ws $RZI #RaizInvest #Ducktober #MentalHealthAwareness

Raiz is excited to welcome State Street Global Advisors as a strategic partner with their recent acquisition of a 4.8% stake in the company. This collaboration will amplify our capabilities and strengthen our position in the fintech space. As we continue to innovate and grow, this partnership with State Street will enable us to deliver even greater value to our users and expand our global reach. Together, we're shaping the future of investment management. https://lnkd.in/grkWhubj $RZI #RaizInvest #Fintech

Raiz Invest has been named a finalist for 'Publisher of the Year' at the 2024 APAC Golden Link Awards!?? This recognition underscores Raiz Rewards' achievements in delivering exceptional performance and value in the affiliate marketing space. Thank you to our amazing team and partners for driving these incredible results! https://lnkd.in/gACtdx9j $RZI #RaizInvest #RaizRewards #AffiliateMarketing

?? Raiz Invest is on the rise! With a 19% jump in revenue, $1.3M EBITDA, and a 23% increase in Funds Under Management to $1.4B, we're growing stronger every day! ???? Thanks to strategic moves, new product growth, and a partnership with State Street Global Advisors, we're set for an exciting 2025! Read more here: https://lnkd.in/gBTvdUzr $RZI #RaizInvest #Investing #Stocks #Trending

We are ecstatic to announce some fantastic updates from our latest ASX release, highlighting our strong performance and growth!??? Raiz continues to go from strength to strength, delivering positive financial results and expanding our customer base. We are also pleased to welcome State Street Global Advisors as a new strategic relationship. Yie-Hsin Hung, President and CEO of State Street, stated, "Together, we share a commitment to help investors all around the world to plan and save for retirement." This relationship will enhance our ability to deliver innovative solutions to our customers. Here are some key highlights: - Australian revenue surged 19% YOY to $21m - Achieved positive EBITDA of $1.3m in Australia (a significant turnaround from -$2.4m in FY23) - Four consecutive quarters of positive cash flow, with a net inflow of $3.6m in FY24 - Active customers increased 3.7% YOY to 306,776 - Funds Under Management (FUM) grew 23.4% YOY to $1.4 billion - New strategic relationship with State Street Global Advisors, who will take a 4.8% stake in Raiz - Launching a Share Purchase Plan (SPP) on 30 August 2024 With our continued focus on innovation and growth, we are more optimistic than ever about what the future holds! ?? FY24 Results: https://lnkd.in/g66EyNGp New Strategic Relationship: https://lnkd.in/g6-RHTrA $RZI #RaizInvest #ASX #Growth #Investment #RaizYourGame

?? Weekly Market Update (19 Aug 24): Get the latest insights on market movements and stay informed. #RaizInvest #RaizYourGame #MarketUpdate #Investment #Stocks