Digital Marketing Agency for Financial Service Businesses - Business for Sale

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Digital Marketing Agency and SaaS for Financial Services in Southwest US

US
Added 3 months ago
Marketing, Web Design, & Web Development Agencies, Financial Services, SaaS

Digital marketing agency and SaaS platform serving financial services clients, headquartered in the Southwest U.S., offering branding, website creation, and recurring marketing services.

Key Information

Asking

$0

Revenue

$2.6M

Earnings

$647K

Multiple

0.0x

Key Highlights

  • Two entities: digital marketing agency and SaaS video platform
  • Serves U.S.-based financial advisors, regional banks, broker-dealers, and fintech firms
  • 3,500 sq. ft. leased office; lease assumable by buyer
  • SOC 2 Type II compliant
  • Owned by two equal owners; one seeks full exit, the other open to exit or staying post-sale

Contact Info

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