Advanced Fintech SaaS Platform for Wealth Advisory

This is a rare opportunity to acquire a first-of-its-kind technology platform in the rapidly growing digital life management sector with proven traction and well-defined scalability potential.

This proprietary platform has revolutionised how families organise, protect and share critical information while empowering professional advisors with cutting-edge client engagement tools, achieving remarkable organic growth through referrals alone.

Operating in an underserved market with significant barriers to entry, the platform's innovative time-release technology and Ambassador network effect create defensible competitive advantages that generate viral growth and recurring revenue.

• Year 1 projected revenue of $5.2 million across multiple streams

• 300+ active users and 30 professional licensees with zero marketing spend

• 100% proprietary IP ownership with world-leading AES encryption

• Built-in referral engine creating 877,500 potential Ambassadors in Year 1

• Dual B2B/B2C revenue model with $1,800 annual licensing fees

• AI integration roadmap ready for deployment

• First-mover advantage in a category with no direct competitors

Secure this unique opportunity in the emerging digital life management market before competitors emerge–give Farzin a call today!

Listing ID: NSW11949

Broker: Farzin Hesari 

Phone: M. +61 401 009 469

Email: [email protected]

Note that some details of the business for sale are confidential and disclosure is subject to completing a Confidentiality Agreement and the discretion of the vendor.

Stock photo images may be used to represent the business on an unidentified basis. Purchasers are required to make their own enquiries in order to verify the information provided.

Keywords: SaaS, Financial Technology, Cloud System, Data Storage