Digital Marketing Agency for Financial Services - Business for Sale

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Digital Marketing Agency & SaaS Platform for Financial Services

US
Added 4 months ago
Digital Marketing Agency specializing in Financial Services with SaaS platform

A Southwest U.S.-based digital marketing agency serving financial services clients, including a SaaS platform for video recording and editing, offering branding, website creation, digital campaigns, and consulting services.

Key Information

Asking

Revenue

$2.4M

Earnings

$538K

Multiple

Key Highlights

  • The business consists of two entities: a digital marketing agency specializing in financial services and a SaaS platform for video recording and editing.
  • The company is SOC 2 Type II compliant.
  • The company operates from a 3,500 sq. ft. leased office in the Southwest U.S.; the lease is assumable by new ownership.
  • Client base includes U.S.-based financial advisors, regional banks, broker-dealers, and financial technology firms.
  • Ownership is split between two equal owners; one seeks a full exit with a negotiable transition, the other is open to either a transition and exit or remaining post-sale.

Contact Info

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