Appendix 4E and Annual Report 30 June 2025

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Stock RAIZ Invest Ltd (RZI.ASX)
Release Time 28 Aug 2025, 9:13 a.m.
Price Sensitive Yes
 Raiz Invest reports strong FY25 results
Key Points
  • Total revenue up 15% to $24.1m
  • Underlying EBITDA increased 147% to $2.8m
  • Active customers up 7% to 329,277
  • Funds under management up 30% to $1.82bn
Full Summary

Raiz Invest Ltd has delivered strong financial results in FY25 with positive momentum across all key business metrics. Total revenue was up 15% to $24.1m and underlying EBITDA increased significantly by 147% to $2.8m, demonstrating the operating leverage in the business model as it grows and scales. Active customers increased by 7% to 329,277, driven by successful marketing strategies and targeted acquisition campaigns. Funds under management continued to grow, up 30% to $1.82bn, attributed to positive net inflows of $210m and positive market movements. The company has seen a shift in customer engagement, with customers transitioning from a transaction-based savings approach to a longer-term wealth focus, adopting multiple Raiz products and growing their average balances. Raiz has also made strategic investments in data and AI capabilities, brand strategy, and a partnership with State Street Investment Management to enhance its operations and position the company for long-term success. The company remains committed to delivering on its strategic objectives, including building partnerships, delivering leading customer experiences, and innovating new products and enhancements.

Guidance

Raiz expects to continue its strong growth trajectory in FY26, with further increases in revenue, EBITDA, active customers, and funds under management.

Outlook

Raiz is well positioned to leverage the significant market opportunity in Australia, both organically and through strategic M&A, as it scales with ambition, pursues new opportunities, and delivers market-leading product innovations in the years ahead.