The company has rolled out a suite of new offerings, including Raiz Lite, designed for first-time investors and Raiz Jars, which lets users set and track savings goals. An education arm, Raiz Academy, is due to launch in September, while its Raiz Your Game podcast has already notched up more than 355,000 listens since its March debut.
Expansion of Raiz Plus now gives investors a choice of 160 individual shares, ETFs, Bitcoin and managed funds, with the same options also available to Raiz Super customers.
Meanwhile, the company’s automated Raiz Rewards program – allowing investors to convert loyalty points into cold hard investment capital – added more than 65 merchants, embedding cashback directly into portfolios.
To keep its growth engine humming, Raiz has teamed up with global heavyweight State Street Investment Management. The partnership will kick off with a September marketing blitz and plans for fresh products, including ETFs and retirement portfolios, while the pair also build a customer sentiment index to tap powerful data insights.
The fintech’s efforts this year have not gone unnoticed. Raiz bagged a swag of awards including Canstar’s Innovation Excellence prize for its Plus portfolios, The company also took out Finder’s gong for customer satisfaction in the micro-investing apps category and was named among CNBC’s Top Fintech Companies globally.
Raiz ended the year with $13M cash in the bank, no debt and positive free cash flow of $900,000 despite increased investment in marketing systems and headcount. A $3.9M equity raise during the year helped fund AI-driven marketing tools and bolster growth capacity.
Looking ahead, Raiz has provided a 2026 underlying EBITDA guidance of between $4.5M and $5.5M, underpinned by continued growth in customers, funds under management and net flows.
With more than 333,000 Australians already signed on, award-winning products, and heavyweight partners in its corner, Raiz is proving that the once-niche concept of “round-up investing” has matured into a serious contender in the wealth-tech space.
Is your ASX-listed company doing something interesting? Contact: mattbirney@bullsnbears.com.au
