Results Presentation FY25 21 August 2025 See wealth differently For personal use only Disclaimer: This document is for general use. Modification of content is prohibited unless you have Netwealth's express prior written consent. Important notice and disclaimer General Information only Information provided is general information presented in a summary format as at 21 August 2025 and is therefore not necessarily complete. This presentation is for informational purposes only and is not to be relied upon as adv ...

Core Insights - XP Inc. is a leading investment platform in Brazil with a growing assets under management (AUM) base that ensures recurring fee revenue [1] Group 1: Company Overview - XP Inc. operates a scalable investment platform in Brazil, highlighting its operational efficiency [1] Group 2: Market Position - The company maintains a broad and expanding AUM, which is crucial for its revenue model [1]

Company Overview - eToro Group Ltd. is a trading and investing platform founded in 2007, aiming to provide a simple and transparent way for everyone to trade and invest [3] - The platform has 40 million registered users from 75 countries, emphasizing the power of shared knowledge and collaborative investment [3] Upcoming Webinar - eToro will host a webinar titled 'eToro Unlocked: Trade Without Boundaries' on July 29, 2025, at 10 AM ET, showcasing the latest product evolutions and future updates [1] - The webinar will be led by eToro's Co-founder and CEO, Yoni Assia, who will share his vision and details of the product updates [2] Product Offering - eToro allows users to hold a variety of traditional and innovative assets, with options to trade directly, invest in portfolios, or copy other investors [3]

Core Insights - Investors in Australia are interested in opening self-managed super funds (SMSFs) to invest in cryptocurrency and utilize artificial intelligence, but face barriers such as complexity and costs associated with setting up SMSFs [2][3][4] Group 1: Investor Sentiment and Barriers - 24% of interested Australians have not opened an SMSF due to its complexity [3] - 21% cite costs as a reason for not opening an SMSF [3] - 24% of potential SMSF investors are unsure about what to invest in, prompting moomoo to provide educational resources [4] Group 2: Use of Artificial Intelligence - 67% of Australian share investors would use AI in their SMSF investing [7] - A third would utilize AI for investment strategy, while 37% would use it for analyzing individual investments [7] - AI tools are seen as beneficial for managing SMSFs and meeting compliance requirements [8] Group 3: Cryptocurrency Interest - 60% of those interested in SMSFs are either trading or want to trade cryptocurrencies, with 88% specifically interested in Bitcoin [10] - Current SMSF owners show a more conservative approach, with 55% trading or wanting to trade crypto [10] - Moomoo offers access to over 26,000 securities, including a variety of crypto-based stocks and ETFs [11] Group 4: Survey Demographics - The survey included 153 experienced share market investors, with about one third holding an SMSF and 22% interested in opening one [12] - Typical respondents are over 45 years old, work full-time, and have a household income between $50,000 and $150,000 [13] - Those not running an SMSF have about one year of share trading experience and consider themselves 'intermediate' in investment knowledge [13]

此次融资距平台正式上线仅一年，印证了创始人 Steven Wang 此前向 TechCrunch 透露的扩张计划。 这位23岁的哈佛辍学生打造的 App 下载量已突破100万次，其核心模式是 允许用户一键复制顶尖交易 者的投资策略 。 "让平民投资者享有顶级资源"在一份新闻稿中，Steven Wang如此阐述愿景："超级富豪长期独占专 业基金经理资源，如今Dub要将这种优势带给普通投资者。" 这位自称"二年级开始炒股"的创始人在 近期TechCrunch播客中直言："我们的目标是成为投资界的TikTok——用极简操作消弭专业门槛。" Dub的病毒式传播得益于其特色功能：用户可订阅实时追踪美国政要公开持仓的"政治组合包"，例如 众议院前议长 南希·佩洛西 披露的交易动向。 利用政治人物持仓追踪引爆社交裂变，该平台采用订阅 制收费，月费10美元。 图片来源： Unsplash 主打"重塑Z世代投资方式"的跟单交易平台 Dub 今 日宣布完成3000万美元A轮融资，使其累计融资额 攀升至4700万美元。 这笔交易由 Notable Capital 和 Neo （ 本刊近期深度报道的加密基金）共同领投，跟投方包括 S ...