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.
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