1 October we become SureStone CapitalSame team, same ABN. Our website and email addresses move to surestone.com.au.
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Raiz Invest (ASX: RZI) delivered a strong finish to the financial year, growing funds under management by 27.5% to $2.32 billion and lifting active customers beyond 351,000. Now, new CEO Craig Keary says the focus is on turning that momentum into the next phase of growth.
Keary outlines the company’s ambitions, from improving customer acquisition and engagement, to using artificial intelligence to enhance the investing experience.
He says younger investors are increasingly embracing the platform, with customers ranging from children starting their investment journey to retirees managing wealth later in life.
Keary also reveals plans to expand Raize Invest’s capabilities, including potential US and ASX share trading, as customers look for greater access to global markets.
Having previously led Selfwealth, Keary understands the competitive landscape. He discusses the role of mergers and acquisitions, why distribution will be a key focus, and what he believes will drive the next catalyst for shareholders.
With growth, technology and customer loyalty at the centre of the strategy, Keary explains why Raize Invest is aiming to become a platform investors stay with throughout their entire wealth journey.
