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Software Start - Up - Wealth Management Analytics
Location: United States
Industry: Technology – Internet Related > Web Design and Software Development

Business Summary

Today's business model for financial planning software is broken. Thousands of dollars in annual per-user desktop charges and usurious license fees for professional-grade financial planning software simply do not work for cost-constrained wealth management professionals - not to mention individual investors. Financial planning analytic software needs to be democratized - and our innovative app-based approach is doing just that.

Our small but expert team of PhDs and software developers with has developed and released its flagship software product on browser, iPhone and iPad. For sale is the complete suite of software intellectual property rights, web domains, business plan and pipeline, trademark, and software company, including the development team’s time post-acquisition. Retail apps are currently on sale as freeware to build up the user base but a major institutional licensing deal has just been signed and there is a small but significant pipeline of potential clients.

This is a unique turnkey opportunity for a buyer wishing to enter the lucrative wealth management software market or wanting to expand their existing product and service range. Purchasing this company can help you to capture a share of the $7+ billion financial planning / wealth management software market and the $40 billion risk management software market in order to serve the $39 trillion in global private wealth. Serious inquiries only.


Asking Price Range:  < $250K
Gross Revenues:   $100,000
Cash Flow:   Seller Will Provide
Cash Flow Type:  Sellers Discretionary Cash
Seller Financing:  Yes

About The Business

Year Established:  2007
Number of Employees:  1 - 3
Relocatable:  Yes
Franchise:  No
Current Real Estate:  Owned

About The Sale

Management Training and Support:  Can be provided as part of a deal, as well as consultancy.

Print Listing Id: 700139299
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Related Searches: Application Service Providers  >  E-Commerce and E-Tailers  >  Internet Service Providers  >  Web Design and Software Development  >  Other Technology - Internet Related  > 

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