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Raiz Invest
Location
Level 9/2 Bulletin Pl,
Sydney, 2000, NSW,
Australia
Website
https://www.raizinvest.com.au/
Phone
61 3 0075-4748
Artw industry
Banking and Financial Services
Employee
Revenue

Raiz Invest Technographics

Raiz Invest Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Raiz Invest and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Raiz Invest employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Raiz Invest has purchased the following applications: Envestnet Yodlee Analytics for Analytics and BI in 2016, Zoom for Audio Video and Web Conferencing in 2024, Contentful Content Platform for Web Content Management in 2023 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Raiz Invest is running and its propensity to invest more and deepen its relationship with Yodlee , Zoom Video Communications , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Raiz Invest revenues, which have grown to $3.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Raiz Invest intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Raiz Invest Data, Technology Stack, and Enterprise Applications
Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Yodlee Legacy Envestnet Yodlee Analytics Analytics and BI Analytics and BI n/a 2016 2016
In 2016 Raiz Invest began using Envestnet | Yodlee transactional and aggregation services to power its Round Ups micro investing feature and to enable automated account linking for customers in Australia. The firm deployed Envestnet Yodlee Analytics as its Analytics and BI application to ingest real time transaction feeds and drive the automated rounding logic that funds micro investments. The implementation centered on transactional aggregation and continuous feed ingestion, combined with account linking workflows and analytics pipelines. Envestnet Yodlee Analytics was configured to normalize transaction records, maintain event driven transaction feeds, and surface the transactional signals required to calculate and execute automatic micro investing rounds. Operational coverage focused on finance and wealth operations tied to customer onboarding and ongoing account maintenance in the Australian market. The engagement delivered faster, digitally savvy onboarding and real time transaction feeds to fuel automatic micro investing rounds, with configuration and workflow changes embedded in the customer onboarding and account linking processes.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoom Video Communications Legacy Zoom Audio Video and Web Conferencing Collaboration n/a 2024 2024
Collaboration Collaboration 2018 2018
Collaboration Collaboration 2024 2024
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Contentful GmbH Legacy Contentful Content Platform Web Content Management Content Management n/a 2023 2023
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Data Platform CRM 2024 2024
Digital Advertising Platform CRM 2018 2018
Marketing Analytics CRM 2018 2018
Marketing Analytics CRM 2018 2018
Marketing Automation CRM 2018 2018
Marketing Automation CRM 2019 2019
Marketing Automation CRM 2020 2020
Tag Management CRM 2022 2022
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2018 2018
IT Service Management ITSM 2021 2021
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2019 2019
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2018 2018
Transactional Email PaaS 2021 2021
Transactional Email PaaS 2022 2022
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2018 2018
Cloud Storage IaaS 2018 2018
Content Delivery Network IaaS 2023 2023
Content Delivery Network IaaS 2018 2018
Content Delivery Network IaaS 2024 2024
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Endpoint Detection and Response (EDR) CyberSecurity 2024 2024
Identity and Access Management (IAM) CyberSecurity 2023 2023
IT Decision Makers and Key Stakeholders at Raiz Invest
First Name Last Name Title Function Department Email Phone
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Show All Contacts
Apps Being Evaluated by Raiz Invest Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Raiz Invest Technographics

Raiz Invest is a Banking and Financial Services organization based in Australia, with around 30 employees and annual revenues of $3.0 million.

Raiz Invest operates a diverse technology stack with applications such as Envestnet Yodlee Analytics, Zoom and Contentful Content Platform, covering areas like Analytics and BI, Audio Video and Web Conferencing and Web Content Management.

Raiz Invest has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Yodlee, Zoom Video Communications and Contentful GmbH.

Raiz Invest recently adopted applications including Zoom in 2024, Workplace by Facebook in 2024 and Twilio Segment in 2024, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Raiz Invest’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Raiz Invest’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Raiz Invest technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.