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Raiz Invest Case Study

Raiz relies on Envestnet | Yodlee transactional data to fuel their Round-Ups feature, which rounds up each purchase to the next dollar. Read about the full solution.

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Enable Automatic Micro-Investing and Grow Savings with Envestnet | Yodlee
The Challenge
Before 2015, the concept of an investment app accessible to anyone on a smartphone, with as little as $5 to invest, was no more than a pipe dream. Raiz Invests’ founders saw that the time was right for an app that would make it easy and automatic for Australians to invest their spare change into a diversified portfolio. In 2016, the company chose data aggregator Envestnet® | Yodlee® to power their vision.

Now, read about the solution.