Investment Advisor App – Authorizations and Licenses Firmly in Place – Minimal Workload

Asking Price:
$250,000
Year Established:
2023

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A SellerForce® offering, this eCommerce company is presenting for sale its Automated Investment Advisor app and the website that hosts it. The app, with nearly 700 active clients, handles all investment decisions for them, giving each client a unique and specialized mix of automation and human expertise.

The app has a wide appeal to Millennials and Gen Z, the next generation of investors, and a low churn rate of 4%. It represents a terrific scale opportunity as an add-on for banks and other financial institutions, investment management firms, and brokerage agencies, or Registered Investment Advisors.

As the app is designed, the buyer will be able to immediately leverage the technology for their clients. The parent company has decided to sell the app and accompanying website to a buyer looking for a chance to provide automated investment solutions that are tested and have a proven appeal.

The app is both highly creative and simple to use. Clients just deposit money into their accounts, and those funds are automatically invested in bonds, treasuries, and exchange trade funds. Smart investment choices are made for them. In addition, every time a client deposits more money, they automatically earn 1% cash back.

The app even has a monthly sweepstakes for anyone who invests at least $25 in their account, with a random winner chosen to receive a $1,000 bonus

While clients have plenty of incentives to invest money in the app, a buyer has incentives to make this acquisition. The robo-advisory and Wealth Management verticals are increasingly profitable, attracting more young investors every day.

The client pool for these verticals is massive and well-distributed across the nation. The app appeals to novices who are new to investing and looking for some guidance. Its user-friendly solutions help them build wealth without being intimidated by a complex technological structure. Just as the app can enable clients to start building a nest egg, it can help a buyer attract new clients. Tech-centric robo-advisors are becoming more relevant to young investors every day.

The buyer has the added advantage of managing an app that doesn’t require a significant time commitment. The current owner mainly focuses on customer support and occasional improvements to the app, working 10 hours per week or less. No employees are needed to manage the app.

The parent company has done well using social media sites such as TikTok and Instagram to generate new leads, while an influencer campaign has also expanded its customer base.

Contact SellerForce today to find out more about how this investment app represents a terrific scale opportunity for an institution eager to serve more investment clients.

 

Listing ID: SF265

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