What Raison does

Raison FinTechnologies Inc. is an Estonia-headquartered international wealth management platform that delivers private market access, multi-asset brokerage, asset management, and digital asset services to a primarily HNWI client base of 700+ investors with $350M+ in reported client assets. Founded in 2015 by Andrey Berezin and Alexander Zaytsev, the company operates a tiered product funnel — a free Launch account, a paid Growth tier, and a premium Wealth Club tier — supported by iOS/Android and web distribution and a co-investment model in which Raison deploys its own capital alongside clients in deals such as SpaceX, Kraken, Anthropic, Cohere, and Rubrik.

Underlying the platform is a blockchain-enabled private-market issuance layer combined with a regulated multi-jurisdictional infrastructure: subsidiaries hold a U.S. SEC investment adviser registration (Raison Asset Management Corp.), an AFSA broker-dealer license in Kazakhstan (Raison Securities Ltd., AFSA-A-LA-2023-0004), a BVI FSC approved investment manager certificate, a FINTRAC MSB registration and Bank of Canada RPAA registration in Canada (Imperial Finance Alliance Corp.), and an EU VASP license in Lithuania (UAB Raison Markets). Client assets are custodied with BNY Pershing (UK) and Standard Chartered, providing institutional-grade protection.

Raison monetizes through a blend of recurring and transactional streams: asset-based management fees of 0.5%–2.0% on AUM, 10%–20% performance fees, ~5% private equity transaction fees, brokerage commissions, crypto exchange spreads, tiered subscription revenue, and hourly consulting fees of $200–$800. Distribution is product-led for retail and direct-sales for HNWIs and institutions, complemented by a Wealth Club event series (Hong Kong, Marbella, Madrid) and access to third-party VC funds including QuantumLight, DVC AI Fund I, and IQ Capital. Services are explicitly not offered to U.S. and U.K. residents.

Name

Raison

Legal name

Raison FinTechnologies Inc.

Website

https://raison.app

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

51–100 employees

Short description

Raison is an Estonia-headquartered, multi-jurisdictionally licensed wealth platform serving 700+ HNWI clients with $350M+ in assets through private market access, brokerage, asset management, and digital asset services across the EU, CIS, and Canada.

Ownership category

akta.pro rank

Product category

Wealth Management Platform

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Other Financial Vehicles (52599), Other Investment Pools and Funds (5259), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Security & Commodity Brokers, Dealers, Exchanges & Services (6200), Asset-Backed Securities (6189), Finance Services (6199)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), AML/KYC, Investor Onboarding & Compliance Services (FSAAAMAE)

Keywords

• Wealth management services
• Private market investing
• Asset management platform
• Investment advisory
• Securities brokerage

Headquarters

HQ city

Tallinn

HQ country

Estonia

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Supply Chain

Revenue model

1. Asset Management Fees: Raison Asset Management Corp charges asset-based fees typically ranging from 0.5% to 2% of assets under management, billed monthly or quarterly. This is the primary recurring revenue stream for the investment management division.
2. Performance/Success Fees: Performance-based fees charged as 10-20% of capital gains or capital appreciation on client assets, particularly for hedge funds or pooled investment vehicles.
3. Private Equity Transaction Fees: Transaction fees for private equity purchases, generally around 5% of deal value. Additional one-time trade and settlement fees may apply for private equity deals.
4. Consulting Fees: Hourly fees for consulting or specialized services not included in standard asset management, ranging from $200 to $800 per hour, billed monthly in arrears.
5. Brokerage Services: Brokerage services for bonds, stocks, and ETFs through Raison Securities Ltd. Revenue generated through brokerage commissions on securities transactions.
6. Crypto-asset Exchange Services: Exchange fees and spreads on crypto-asset transactions. The platform facilitates conversion between stablecoins and fiat currency with fees disclosed before transaction confirmation.
7. Account Tier Subscriptions: Tiered account plans: Launch (free basic features), Growth (paid advanced features), and Wealth Club (premium tier with exclusive access to private events and deals). Revenue generated from premium tier subscriptions.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core offering

Raison operates a licensed international wealth management platform that gives retail and institutional clients access to private market deals (pre-IPO and venture), public securities (stocks, ETFs, bonds), structured products, crypto-assets, and VC fund allocations through a single app and web interface. It combines discretionary and non-discretionary investment management, brokerage, custody, and corporate finance services (issuing, securitisation, tokenisation) delivered via regulated entities across Estonia, the EU, Kazakhstan, the BVI, Canada, and the US. The platform is offered through tiered plans (Launch free, Growth paid, Wealth Club premium) and is differentiated by multi-jurisdictional regulatory licensing and a co-investment model in which Raison invests its own capital alongside clients.

Product overview

Raison is a licensed international wealth management platform offering a unified ecosystem for investment products and services. The core platform provides venture deals for private market investments, complemented by a suite of trading and management modules including Stocks & ETFs, Bonds, Crypto-Assets, Wealth Tracker, Investment Management, and Structured Products. The platform operates three account tiers: Launch (free basic access), Growth (paid advanced features), and Wealth Club (exclusive premium tier with private events). For institutional clients, the platform offers specialized execution, custody, and corporate finance services including issuing, securitisation, and tokenisation. The integrated architecture allows users to manage diverse investment assets through a single interface with both web and mobile applications.

Differentiator

Problem solved

Functional benefit

Brands

• Wealth Club: Private events program bringing together global investors, expert speakers, and unique insights in vibrant cities worldwide
• Wealth Tracker
• Launch Plan
• Growth Plan
• Wealth Plan

Products and services

• Private Market Investment Access (Venture Deals) Enables retail and HNWI clients to invest in private company deals (pre-IPO and late-stage venture rounds) through blockchain-based operations, with some entries starting from €1 and others requiring larger minimums depending on the deal.
• Securities Trading (Stocks & ETFs) Trading platform for stocks and exchange-traded funds providing access to public equity markets for retail and institutional clients.
• Bonds Fixed income instruments including corporate and government bonds for portfolio balancing and yield generation, with fixed income strategies starting from $10,000 minimum.
• Crypto-Asset Services Cryptocurrency investment services allowing clients to invest in digital assets with secure custody via segregated on-chain wallets with private key encryption and multi-factor authentication.
• Investment Management Professional asset management where Raison's team creates tailored investment portfolios aligned with client goals and risk tolerance; available with minimums of $25,000 to $100,000 depending on product, with 0.5%-2% asset-based fees billed monthly or quarterly.
• Structured Products Customized structured investment products designed to provide stable and reliable income streams, available within the Growth tier alongside investment management and bond purchases.
• Institutional Execution Services Execution services for institutional clients covering stocks, ETFs, private markets, and crypto-assets, delivered via Raison Securities Ltd. (AFSA-regulated broker-dealer).
• Securities Custody Custodial services for institutional securities holdings, ensuring secure storage and administration of client assets, supported by BNY Pershing (UK) and Standard Chartered segregated and omnibus account structures.
• Corporate Finance Services Corporate finance services including securities issuance (enabling companies to raise capital), asset securitisation (transforming assets into tradeable securities), and blockchain-based tokenisation of real-world assets, available to institutional clients.
• Investment Consulting Expert financial advisory providing ongoing guidance on investment topics and portfolio strategy, billed at hourly rates of $200-$800 for specialized services outside standard asset management.
• Wealth Club Exclusive membership tier offering private events, networking with global investors, expert speakers, and premium investment opportunities in cities such as Hong Kong, Madrid, and Marbella.

Quantifiable outcome

• 700+ HNWI clients served with $350M+ in assets
• +3 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• BNY PershingcoreOthersBNY Pershing (UK) serves as a custodian for client assets using segregated and omnibus accounts, providing institutional-level protection for private investors.
• Standard CharteredcoreOthersStandard Chartered provides custody services for client assets using segregated and omnibus accounts, supporting the platform's institutional-level protection standards.
• QuantumLightminorStrategic or Co-development PartnerA $250M venture fund founded by Revolut's Nik Storonsky, investing in high-growth tech startups at Series B/C stages. Raison provides clients access to this exclusive VC fund opportunity.
• DVC AI Fund IminorStrategic or Co-development PartnerA $75M venture fund investing in AI startups, led by Nik Davydov and supported by a Silicon Valley expert community. Raison offers this fund to its clients as part of its VC fund access.
• IQ CapitalminorStrategic or Co-development PartnerA $1B deep-tech venture fund led by Max Bautin, focused on biotech, energy, semiconductors and advanced computing. Raison provides client access to this deep-tech focused fund.
• Astana International Exchange (AIX)minorOthersRaison is a trading participant of AIX (Astana International Exchange), enabling access to this regional financial market.
• Bank of CanadacoreOthersImperial Finance Alliance Corp. is supervised by the Bank of Canada under the Retail Payment Activities Act (RPAA) as a Registered Payment Service Provider.
• Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)coreOthersImperial Finance Alliance Corp. is registered with FINTRAC as a Money Services Business (MSB) under the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA).

Scale indicators8 records

Recent moves4 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xt.me/rsn_finance
• Facebookfacebook.com/raisonapp
• LinkedInlinkedin.com/company/raisonapp

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries6 records

Funding overview

Funding rounds3 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments20 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Raison