Olive Consulting Inc. Announces Assets Under Custody Exceed 1 Trillion Yen & 100,000 Accounts Reached - Achieved in Approximately One Month Since Launch

Olive Consulting Inc. (President and CEO: Ken Honda, hereinafter "the Company") is pleased to announce that as of July 3, 2026, its assets under custody*1 have surpassed 1 trillion yen, and the number of accounts has exceeded 100,000. This milestone was achieved in approximately one month since the company's launch, marking an exceptionally rapid accomplishment.

*1 Assets under custody do not include SBI Hybrid Deposits, SBI Hyper Deposits, or deposit balances at Sumitomo Mitsui Banking Corporation.

We believe that reaching 1 trillion yen in assets under custody and 100,000 accounts is a result of our service concept being supported by many customers. Our aim is to provide a flexible asset consulting experience tailored to each customer's lifestyle through the "fusion of digital and real," balancing the convenience of self-service with high-quality human support when needed, thereby responding to evolving needs.

We believe that our new value proposition, which combines the strengths of SMBC Group and SBI Group to offer both everyday convenience and highly specialized support, has become a viable option for customers who are serious about asset formation and management.

In today's increasingly uncertain world, the importance of engaging with one's assets is growing. Olive Consulting Inc. will continue to be a trusted "guidepost for assets," enabling customers to make decisions with confidence and achieve their individual life plans.

To commemorate this achievement, we will be holding the "1 Trillion Yen in Assets Under Custody & 100,000 Accounts Milestone Campaign."

<Overview>

Name

1 Trillion Yen in Assets Under Custody & 100,000 Accounts Milestone Campaign

Period

Wednesday, July 8, 2026 – Wednesday, July 22, 2026

Eligible Customers

Customers who meet both of the following conditions:

(Condition 1) Follow the official Olive Consulting X account (@Olive__Consult)

(Condition 2) Repost the designated post from the official Olive Consulting X account (@Olive__Consult) during the campaign period

Prize

V Point Pay Gift equivalent to 500 yen, presented to 300 winners by lottery.

X Link

https://x.com/Olive__Consult

* Please see here for campaign details and important notes.

(Reference)

1. What is Olive Consulting?

Olive Consulting Inc. was established by SMBC Group and SBI Group to provide services leveraging the strengths of both groups within the "Olive" comprehensive financial service for individuals.

Amidst the increasing sophistication and diversification of needs for asset formation, driven by the spread of new NISA, Olive Consulting seamlessly integrates the highly convenient online securities functions of SBI Securities with the expertise and know-how of SMBC Group's specialized consulting. Through this, we aim to provide a unique asset management experience that allows customers to manage, operate, and consult on their assets all in one place on Olive.

2. Overview of Services Provided

Olive Consulting offers an asset management experience beyond traditional frameworks on "Olive."

(1) Digital Asset Management Service By utilizing "Money Forward ME" provided by Money Forward Home Co., Ltd., customers can understand market trends and investment concepts through an overview of their total assets and daily information. It is possible to compare with asset allocations designed by experts, simulate assets, and receive guidance and conduct transactions for SBI products tailored to the customer.

Details here

(2) Provision of "Flexible Consulting" Customers can consult on asset management and make various inquiries according to their situation, through advisors, AI chatbots, etc. This is a unique service of Olive Consulting that can be freely combined depending on the asset status linked to Olive and the card rank.

Details here

3. Campaign Information

In conjunction with the service release, we are holding the "Olive Asset Management Service Release Commemorative Campaign."

First Phase: Service Usage Campaign

〈Overview〉

Name

Service Usage Campaign

Period

Tuesday, May 26, 2026 – Monday, August 31, 2026

Eligible Customers

Customers who meet both of the following conditions:

(Condition 1) Customers who meet the following conditions during the campaign period:

- Switch to "Olive Consulting Brokerage Course"

- Link "Money Forward ME" from the Sumitomo Mitsui Banking Corporation app

- Access the "Asset Management" menu within the Sumitomo Mitsui Banking Corporation app

(Condition 2) Conduct a consultation meeting:

- Conduct an online consultation meeting during the campaign period

OR

- Complete the reservation for an online consultation meeting within the campaign period and conduct the online consultation meeting by Wednesday, September 30, 2026

Prize

For customers who meet (Condition 1): A V Point Pay Gift equivalent to 100 yen will be presented to the first 100,000 customers.

For customers who meet (Condition 2): A V Point Pay Gift equivalent to 200 yen will be presented to all customers.

URL

Olive Asset Management Service Release Commemorative Campaign: Olive Consulting

* Please see here for campaign details and important notes.

Second Phase: Olive Wrap Release Commemorative Transaction Campaign

〈Overview〉

Name

Olive Wrap Release Commemorative Transaction Campaign

Period

Monday, June 1, 2026 – Monday, August 31, 2026

Eligible Customers

Customers who have purchased a total of 1 million yen or more (settlement amount) of designated products during the period in the SBI Securities Olive Consulting Brokerage Course.

Prize

V Point Pay Gifts totaling 10 million yen will be presented by lottery according to the prize tier.

1st Prize: Equivalent to 100,000 yen, 10 people

2nd Prize: Equivalent to 50,000 yen, 25 people

3rd Prize: Equivalent to 30,000 yen, 65 people

4th Prize: Equivalent to 10,000 yen, 100 people

5th Prize: Equivalent to 5,000 yen, 500 people

6th Prize: Equivalent to 1,000 yen, 2,300 people

Total: 3,000 people

URL

Olive Asset Management Service Release Commemorative Campaign: Olive Consulting

* Please see here for campaign details and important notes.

(Overview of Olive Consulting Inc.)

Business Start Year

2025

Head Office Location

2-1-9 Toyosu, Koto-ku, Tokyo

Representative

Ken Honda

Business Description

- Planning, development, operation, and management of applications, systems, and services

- Planning, operation, and management of consulting services related to asset management and life plan formulation

[Financial Instruments Intermediary]

Company Name: Olive Consulting Inc.

Registration Number: Kanto Local Finance Bureau Director (Kin-chu) No. 1082

[Affiliated Financial Instruments Business Operator]

Company Name: SBI Securities Co., Ltd.

Registration Number: Kanto Local Finance Bureau Director (Kin-sho) No. 44, Commodity Futures Trader

Associations: Japan Securities Dealers Association, The Financial Futures Association of Japan, The General Association of Investment Advisers, The Investment Trusts Association, Japan, Japan Security Token Association, The Japan Commodity Futures Association, The Japan Virtual and Crypto assets Exchange Association

Olive Consulting will provide information and solicitations for securities as a financial instruments intermediary business, with SBI Securities as its affiliated financial instruments business operator.

Olive Consulting does not hold power of attorney for its affiliated financial instruments business operator.

Olive Consulting will not directly handle customer funds or securities in its financial instruments intermediary business.

Opening an SBI Securities comprehensive securities account is required to purchase financial instruments offered through the financial instruments intermediary business.

Financial instruments handled in the financial instruments intermediary business are not deposits and are not covered by the deposit insurance system.

<Fees, Expenses, and Risks>

When investing in products handled by SBI Securities, customers may be required to bear certain fees and expenses for each product. Additionally, each product carries the risk of loss due to price fluctuations. The fees, expenses, and risks associated with investing in each product vary, so please refer to the respective product pages on the SBI Securities website, disclosures related to the Financial Instruments and Exchange Act, or pre-contract disclosure documents for details.

The services provided by Olive Consulting are intended to provide information to assist customers in their investment decision-making, and do not constitute investment advice. The final investment decision rests with the customer.

Disclosures related to the Financial Instruments and Exchange Act, etc.

https://search.sbisec.co.jp/v2/popwin/info/home/pop6040_torihikihou.html

End

【Contact Information for Inquiries】

Olive Consulting Inc. Marketing Department

Email: [email protected]