• Raiz is a leading wealth platform for all Australians with 333,866 active customers and $1.95bn in FUM
• Awarded for innovation and customer satisfaction, named a top global fintech company
• Strategic partnerships with State Street Investment Management to drive growth

Raiz Invest Ltd, a leading Australian wealth platform, presented at the ASX Small & Mid-Cap Conference, highlighting its exceptional products, strong strategic partnerships, and superior customer experience driving continued growth and profitability. The company has 333,866 active customers and $1.95 billion in funds under management as of August 2025. Raiz has won numerous awards for innovation and customer satisfaction, including the 2025 Canstar Innovation Excellence Award, a Finnie Award finalist for Excellence in Wealth Management, and recognition as one of CNBC's World's Top Fintech Companies.Raiz's strategic partnerships, particularly with global asset manager State Street Investment Management (SSIM), are a key growth driver. SSIM will promote Raiz to its substantial network of institutional and high-net-worth clients in Australia, provide new financial education materials, develop innovative product offerings, and collaborate on market insights and trends.Raiz is investing in AI strategies to deliver a superior customer experience, with a sophisticated understanding of customer personas and personalized messaging to improve conversion and retention rates. The company is also expanding its content and marketing efforts, including the successful launch of the 'Raiz Your Game' podcast.Financially, Raiz reported strong revenue growth of 15% and a 147% increase in underlying EBITDA to $2.8 million in FY25. The company is well-funded with $13 million in cash and expects to achieve positive UEBITDA in the range of $4.5 million to $5.5 million in FY26, driven by continued growth in active customers, funds under management, and net flows.Raiz's compelling investment thesis is underpinned by its scalable technology and business model, solid traction in core business metrics, customer-centric culture, strategic partnerships, strengthened resources, and a strong balance sheet to execute its growth strategy.

FY26 UEBITDA earnings guidance is in the range of $4.5 million to $5.5 million, based on continued growth in Active Customers, Funds Under Management, and Net Flows, assuming no material changes in current market conditions.

Raiz is focused on delighting customers through a seamless omni-channel experience, proactive engagement, and innovative solutions. The company is expanding its ecosystem of distribution channels and strategic partnerships, particularly with State Street Investment Management, to drive continued momentum and support product expansion.