微投资平台Raiz Invest公布强劲季度表现，基金管理规模(FUM)达到23.2亿美元，同比增长27.5%[1]。活跃客户数超过35.1万人，其中本季度新增1.1万余名客户[1]。平均账户余额同比增长19.5%至6609美元，单用户平均收入同比增长12.5%至86.86美元[1]。
新任CEO Craig Keary于6月上任后，表示将把重点放在加速增长上，包括寻求战略性并购机会以加强分发渠道或完善产品套件[1]。公司基本面稳健，季度末现金余额达1540万美元，全年EBITDA指引维持在450万至550万美元[1]。此外，公司超级年金Moderately Aggressive投资组合在Balanced类别中连续第二年排名第一，财政年度2026年回报率达13.4%[1]。
Microinvestment platform Raiz Invest has reported robust quarterly results, with funds under management expanding 27.5% year-over-year to $2.32 billion [1]. The company's active customer base has surpassed 351,362 users, driven by the addition of 11,140 new clients during the quarter [1].
Newly appointed Chief Executive Craig Keary, who took the helm in June, has signaled his strategic priorities for the fintech firm [1]. He stated that the company will focus on "selective M&A opportunities to accelerate distribution or enhance our product suite" [1]. The platform's balance sheet remains solid, with cash holdings of $15.4 million at quarter's end [1]. Management has maintained its full-year EBITDA guidance range of $4.5 million to $5.5 million [1].
Performance metrics across key indicators underscore the company's momentum. The average account balance grew 19.5% year-over-year to $6,609, while revenue per user increased 12.5% to $86.86 [1]. Additionally, Raiz's Moderately Aggressive superannuation portfolio secured first place in the Balanced category for the second consecutive year, delivering a 13.4% return for the financial year ending 2026 [1].