Raiz Invest (ASX: RZI) — Company Overview, News & Financial Data
Raiz Invest offers a micro-investing platform allowing investments in diversified ETFs starting from $5, enhancing accessibility.
Raiz Invest
Raiz Invest is a financial technology company that provides a mobile-first micro-investing and financial services platform in Australia. The platform enables users to save and invest small amounts of money through automated features such as round-ups on daily purchases, recurring contributions, and lump-sum investments. Raiz offers a range of pre-set and customizable investment portfolios, including options with exposure to exchange-traded funds, socially responsible themes, Bitcoin, residential property, and individual Australian equities. Additionally, the company provides superannuation products, superannuation management for self-managed super funds, dedicated savings goals, reward programs, and financial accounts tailored for children.
Snapshot
Operations
Products and/or services of Raiz Invest
- Standard Portfolios: Automated micro-investing model offering five diversified portfolios ranging from Conservative to Aggressive risk profiles, composed primarily of exchange-traded funds to support automated round-ups, recurring investments, and lump-sum contributions for individual retail investors.
- Customized Portfolios: Flexible investment options allowing users to construct personalized portfolios incorporating selected exchange-traded funds, individual listed equities, a dedicated residential property fund with up to thirty percent allocation, and up to five percent cryptocurrency exposure.
- Superannuation Services: Retirement savings solution providing retail superannuation fund options alongside onboarding and administrative tools for self-managed super funds, offering portfolio strategies aligned with long-term capital growth and superannuation compliance standards.
- Rewards Loyalty Program: Shopping reward integration that automatically reinvests cashback percentages from merchant partner purchases into customer investment accounts, converting everyday retail spending at participating brand partner outlets into direct account equity contributions.
- Youth Savings Accounts: Dedicated minor accounts allowing parents and guardians to manage investment portfolios for children, with feature tools for setting recurring savings contributions and option for full account ownership transfer upon the child reaching adulthood.
- Goal-Based Savings Tools: Financial management feature enabling users to partition capital into distinct targeted sub-accounts with custom risk parameters, automated recurring transfers, and performance tracking designed to support specific short-term and long-term financial goals.
Raiz Invest executive team
- Mr. Brendan Barry MaloneGroup CEO, MD & Executive Director
- Mr. Weiwei GaoChief Financial Officer
- Ashley WoodneyOperations Manager
- Mr. Marcin SeroczynskiChief Technology Officer
- Betty PangHead of Risk & Compliance
- Bradley EdwardsGeneral Counsel
- Mariela SillerHead of Customer Support
- Mr. Grant BritsAustralian Chief Operating Officer
- Ms. Farhaana Desai L.L.B.Chief Risk Officer & Company Secretary
- Katie MackenzieInvestor Relations Executive