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.

What Makes This Business Exceptional?
• $14.2M TTM Revenue / $3.5M 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

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