Business Highlight:
Asking Price Was: $12,000,000
Now: $7,785,000
This price reflects the sellers’ strong motivation and readiness to engage in meaningful discussions with a qualified
buyer.
| Valuation Range: $10.1M–$14.58M based on SDE and industry multiples
Sellers willing to consider terms (earnout, seller note, etc) for up to 35% of purchase price.
Now: $7,785,000
This price reflects the sellers’ strong motivation and readiness to engage in meaningful discussions with a qualified
buyer.
| Valuation Range: $10.1M–$14.58M based on SDE and industry multiples
Sellers willing to consider terms (earnout, seller note, etc) for up to 35% of purchase price.
Overview
This is an exciting opportunity to acquire a highly profitable, compliance-first trading automation platform that has achieved explosive growth in the algorithmic investing and financial technology sector.
The business licenses hands-free, rules-based trading software to self-directed investors — with no coding required and no asset custody involved. Designed from the ground up to meet U.S. regulatory standards, the platform has attracted over 1,255 active licensees and facilitated over $100 million in capital deployment through partner brokers.
The revenue model blends recurring software subscriptions, broker rebates based on trading volume, and premium platform licensing fees — resulting in scalable, diversified income streams.
This is an exciting opportunity to acquire a highly profitable, compliance-first trading automation platform that has achieved explosive growth in the algorithmic investing and financial technology sector.
The business licenses hands-free, rules-based trading software to self-directed investors — with no coding required and no asset custody involved. Designed from the ground up to meet U.S. regulatory standards, the platform has attracted over 1,255 active licensees and facilitated over $100 million in capital deployment through partner brokers.
The revenue model blends recurring software subscriptions, broker rebates based on trading volume, and premium platform licensing fees — resulting in scalable, diversified income streams.
What Makes This Business Exceptional
- $12.8M TTM Revenue / $3.3M TTM SDE with high margins and minimal overhead
- Built on compliance-aligned infrastructure (no AUM, no pooled funds, no custodial risk)
- 80,000+ qualified leads segmented by net worth, engagement, and buying intent
- Performance-based broker relationships drive high-margin rebate revenue ($3–$7/lot traded)
- Operationally lean with a remote contractor team and well-documented SOPs
- Clean financials, and significant investment in back-end systems
- Robust marketing machine powered by Meta, Google, YouTube, and outbound strategies
- Founders open to transition support, strategic advisory role or retained equity post-sale
✅ Asking Price: $7,785,000
✅ TTM Revenue: $12,810,650
✅ TTM SDE: $3,391,978
✅ Location: U.S.-based | 100% Remote
✅ Employees: 3 founders + ~10 expert contractors
✅ Business Model: Fintech Automation
✅ Sale Type: Asset or equity sale considered
✅ Established: 2020
✅ TTM Revenue: $12,810,650
✅ TTM SDE: $3,391,978
✅ Location: U.S.-based | 100% Remote
✅ Employees: 3 founders + ~10 expert contractors
✅ Business Model: Fintech Automation
✅ Sale Type: Asset or equity sale considered
✅ Established: 2020
Strategic Growth Opportunities
- International expansion into broker-compatible jurisdictions
- Partnerships or affiliate channels to expand market reach
- Bundle or bolt-on to existing fintech, crypto, or wealthtech assets
Ideal Buyer Profile:
- Fintech operators looking to scale within automation or trading tech
- Private equity firms or family offices seeking high-margin digital assets with recurring revenue
- SaaS aggregators or strategic acquirers focused on compliance-safe fintech platforms
- Crypto-native firms wanting regulated infrastructure and mainstream market access
- Media or audience owners who want to monetize existing investor communities with a proven platform
Reason for Selling:
The founders are young, ambitious entrepreneurs who have successfully built this fintech automation platform into a thriving, high-margin business. Having achieved their initial vision and financial goals, they’re now ready to pursue their next entrepreneurial venture and believe this is the ideal time to transition ownership to a buyer who can take the business to its next stage of growth.
However, for the right strategic acquirer, they are open to staying on in an advisory, transitional, or operational role — particularly if the buyer brings complementary infrastructure, reach, or resources that would allow the platform to scale further. They are committed to ensuring a smooth transition and maximizing long-term success for the business.
The founders are young, ambitious entrepreneurs who have successfully built this fintech automation platform into a thriving, high-margin business. Having achieved their initial vision and financial goals, they’re now ready to pursue their next entrepreneurial venture and believe this is the ideal time to transition ownership to a buyer who can take the business to its next stage of growth.
However, for the right strategic acquirer, they are open to staying on in an advisory, transitional, or operational role — particularly if the buyer brings complementary infrastructure, reach, or resources that would allow the platform to scale further. They are committed to ensuring a smooth transition and maximizing long-term success for the business.
Sign the NDA to receive the full Confidential Information Memorandum (CIM) and take the next step toward owning this exciting business!
