Raise Investment operates on a unique funding model that allows us to invest on behalf of our clients while maintaining stability and growth potential.
We work with institutional capital partners, including family offices and other large investors, who advance the funds that power your initial S&P 500 exposure. This isn’t a loan to you, and there’s no debt or margin tied to your account.
When you join Raise, that advanced principal is invested on your behalf. Your monthly membership fee is our revenue — it’s not invested — and it keeps incentives aligned:
You keep 100% of the market gains.
Our partners recover their original principal when you exit or at other liquidation events that do no materially impact your portfolio.
By structuring it this way, we can give you immediate, diversified market exposure without requiring you to have the lump sum up front.