Australian MicroCap Investment Conference Oct 2025
| Stock | RAIZ Invest Ltd (RZI.ASX) |
|---|---|
| Release Time | 21 Oct 2025, 8:40 a.m. |
| Price Sensitive | Yes |
Raiz Invest Ltd Presents at Australian MicroCap Investment Conference
- Record $2bn in FUM and new product offerings
- FY26 UEBITDA guidance of $4.5m - $5.5m
- Positive momentum with fee increases and new plan structure
Raiz Invest Ltd, an award-winning wealth platform for all Australians, presented at the Australian MicroCap Investment Conference on October 21, 2025. The company highlighted several key achievements, including reaching a record $2bn in funds under management (FUM) in Q1 FY26, driven by continued growth in active customers and net flows. Raiz also announced new product offerings, including the Raiz Lite plan for first-time investors at $2.50 per month, as well as fee increases for the Raiz Regular and Raiz Plus plans to $5.50 and $6.50 per month, respectively. These changes have led to lower churn compared to previous fee increases. The company provided FY26 UEBITDA (Underlying Earnings Before Interest, Tax, Depreciation and Amortisation) guidance in the range of $4.5m - $5.5m, based on continued growth in active customers, FUM, and net flows, assuming no material changes in current market conditions. Raiz also discussed its strategic partnerships, including with global asset manager State Street Investment Management, which will provide marketing, content, product development, and customer insights support. Additionally, the company highlighted its investments in AI-powered personalization and targeted marketing to improve customer conversion and retention. Raiz outlined its focus on delivering a superior customer experience, expanding its ecosystem of distribution channels, and continuing to innovate its product offerings to meet the evolving needs of its customer base.
FY26 UEBITDA (Underlying Earnings Before Interest, Tax, Depreciation and Amortisation) guidance in the range of $4.5m - $5.5m, based on continued growth in active customers, FUM, and net flows, assuming no material changes in current market conditions.
Raiz is focused on delivering a superior customer experience, expanding its ecosystem of distribution channels, and continuing to innovate its product offerings to meet the evolving needs of its customer base.