Raise Investment is here.

Dear Friends, Founders, and Investors,

As I reflect on 2024, I want to take a moment to say thank you. Your encouragement, insights, and belief in our mission have been the driving force behind Raise Financial ’s journey.?

We’ve listened to hundreds of people share their financial challenges and goals. These conversations strengthened our resolve to create solutions that truly matter—solutions that make wealth accessible to everyone.

That’s why I’m so proud to announce the launch of Raise Investment, a revolutionary way for young Americans to start building long-term financial security. Raise Investment empowers people to harness the power of the market and grow their wealth sustainably, without the barriers or complexity of traditional investing. For our customers, this isn’t just about finances—it’s about opportunity. Opportunity to invest in their future, their families, and their communities. Opportunity to shape the story of wealth in America.

None of this would be possible without your support, and we’re thrilled to have you on this journey with us.

With gratitude,

Wesley Belden

Co-Founder and CEO, Raise Financial.

What’s Ahead for 2025

?? Launching Raise Investment: We’ve launched our pilot program with 100 beta customers—a major milestone in bringing our product to market.

?? Building on Accelerator Success: We’re completing Vanderbilt’s Builder Program, building on the progress and insights gained from the Ideator Accelerator.

?? Expanding Our Team: We’re excited to welcome intern Cameron Stoller from Vanderbilt’s Human and Organizational Development program to contribute fresh ideas and energy to our mission.

?? Capital Partners-Family Offices: Working with Family Offices to refine Raise Investment to align with their strategic goals.? These partnerships are instrumental in shaping a product that delivers value and impact.??

?? Raising a Round: To support our growth we’re opening a new fundraising round.? This marks an exciting step forward as we continue building momentum toward our vision of making wealth accessible for everyone.??

2024 Year in Review

??? Investment Product MVP: We're thrilled to announce that we’ve completed the MVP for Raise Investment and are ready to serve 100 customers for the pilot.

?? Team Growth: We welcomed two incredible talents, Jack McCann and Katie Parker, who have already made a significant impact.

?? Recognition in Fintech: We were honored to be finalists for the NEC’s NEXT Award for Fintech Startup of the Year.

?? Customer Discovery: We completed in-depth customer discovery with 94 people in our target customer profile, validating the core hypothesis of Raise Investment.

?? B2B Opportunities: We began conversations with banks and employers, laying the groundwork for future B2B strategies.

?? Connecting Nashville’s Fintech Community: By hosting the city’s first ‘This Week in Fintech’ event, we connected fintech professionals, entrepreneurs, and investors, putting fintech on the map in Nashville.

?? Accelerator Success: We completed Vanderbilt’s Sullivan Family Ideator Accelerator and earned a $2,500 microgrant to advance customer discovery.

?? Legal and Compliance Readiness: Partnering with a new legal team, we conducted in-depth research on compliance, building confidence in the legal framework for Raise Investment.

?? New York Community Engagement: We hosted multiple events for the NY Fintech community, strengthening our presence in this dynamic ecosystem.

2025 is shaping up to be an exciting year, and we’re eager to keep the momentum going. Thank you for your continued support on this journey—together, we’re building something extraordinary.