Company
Every investor coverage indicates participated in a round Raiz Invest raised.
The transaction that ended Raiz Invest's run as a startup, per published coverage. It closes the funding history too, where it is the ladder's last rung.
| Bought by | Kind | Announced | Price | Sources |
|---|---|---|---|---|
| - | IPO | 2018 | - | Startup Daily |
Companies Raiz Invest acquired or merged with, per published coverage. Buying a company is not investing in one: nothing here counts in the deals column.
| Name | Role | Sources |
|---|---|---|
| Brendan Malone | Managing Director and CEO | Australian FinTech |
| David Gordon | Director (former) | Australian FinTech |
| George Lucas | CEO (former) · Founder | Startup Daily, Australian FinTech |
| Grant Brits | COO | Australian FinTech |
| Harvey Kalman | Chair (former) | Australian FinTech (26 Sep 2022), Australian FinTech (1 Feb 2022), Australian FinTech (25 Nov 2021) |
| Juliana Nguyen | Non-Executive Director | Australian FinTech |
| Kelly Humphreys | Chair | Australian FinTech |
| Paul Rogan | Non-Executive Director | Australian FinTech |
| Philippa Taylor | Non-Executive Director | Australian FinTech |
| Stuart Grimshaw | Chair of the Audit and Risk Committee | Australian FinTech (26 Sep 2022), Australian FinTech (25 Nov 2021) |
Stories naming Raiz Invest. Where several outlets covered the same round, they are bundled under whichever ran the fullest account.
Raiz Invest has appointed Juliana Nguyen and Paul Rogan as non-executive directors effective 13 January 2025, each chairing a board committee; both bring financial services, marketing and wealth management experience.
Raiz Invest founder George Lucas has raised $2.5 million pre-seed for YBL.AI, which builds AI assistants for financial advisers, and plans to move the company's domicile to the US.
Raiz Invest has launched its Raiz Property Fund, letting users allocate part of their portfolios to residential property, with dedicated property portfolios for its micro-investing and super products.
Raiz Invest's co-founder and joint group CEO George Lucas will depart at the end of December 2022, while Brendan Malone becomes sole MD and CEO and Stuart Grimshaw takes over as chair from Harvey Kalman.
Profile of Sydney fintech GetReminded, whose app alerts consumers before recurring bills fall due so they can shop around; the founders recount its origins, past angel backing and a live crowdfunding raise.
Raiz Invest has appointed experienced director Philippa Taylor as a non-executive director, effective February 2021, adding governance and executive expertise as the fintech pursues growth across Australia and Southeast Asia.
Raiz Invest has appointed Stuart Grimshaw as a non-executive director from December 2021, replacing retiring director David Gordon; Grimshaw brings decades of financial services experience from roles at EZCORP and Bank of Queensland.