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Asset Management Businesses Seeking Loan

Showing 1 - 2 of 2 Asset Management Businesses Seeking Loan. Lend to an Asset Management or a Investment Management Business. Listed by Direct Business Owners & Business Brokers.
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Asset Management Startup Seeking Loan in Cheyenne, USA

Forex, commodities, indexes trading company using algorithms and AI technology to generate sustainable ROIs.
Notable leader in global financial markets, focusing on commodities and forex trading. - Utilizes cutting-edge algorithmic strategies to generate sustainable returns on investments for clients. - Offers transparent and effective forex and commodities strategies aimed at enhancing investor portfolios with dependable market insights. - Currently there are 7 individual investors/clients, with doors open for institutes, companies, corporates, and SMEs to join. The investors' funds are traded in the forex market, where it is used for buying and selling currencies to generate returns based on market fluctuations and trading strategies. - Demonstrates a strong track record backed by rigorous risk management protocols, ensuring amplified investments for clients. - Provides a flexible investment platform with options for both bank and crypto transactions, including receiving returns via these methods. - Reported the highest monthly return of 25.6% in August, reflecting exceptional trading performance potential. - Independently audited by Ernst & Young, emphasizing consistency, trust, and reliability in the company's financial operations and reporting. - Earned a monthly ROI of 14.4% for November last year, 9.8% for December last year, 12.45% for January this year, verified by auditing firm Ernst & Young, reflecting the firm's credibility and reliability. - Holds all necessary business certifications, such as incorporation, tax clearance, and good standing, ensuring smooth operational capabilities. - The number of registered users has increased as compared to last year. - There are 2 permanent employees who are sufficient to run the business as all the operations are remote and no additional contract/temporary employees are required. - The business is officially registered in Wyoming, but the owner is operating from Vietnam.
8.7   Cheyenne
Run Rate Sales
USD 1.2 million
EBITDA Margin
35 %
Business Loan
USD 100 K at 65%
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Newly Established Asset Management Company Seeking Loan in Wales, UK

Asset management firm in Wales, specializing in luxury lending market funding, seeking funds for expansion.
Asset management firm located in Wales, specializing in providing funding to companies operating in the luxury goods market. - The business model involves the clients investing in the company and in return the company re-investing in other firms, and as of now, the company has 5 clients, comprising both individual investors and investment companies. - Currently invested in one firm and is seeking to expand its investments to more companies in the near future. - The company retains 14% of the returns from its investments. - The company's approach to funding differs from traditional pawnbrokers, as it does not deal directly with individuals seeking finance through the pledge of assets. Instead, it provides funding to companies that engage in this type of financing. - The average global rate for pawnbrokers is estimated to be 5% per month; however, the company's focus on higher echelon assets and operating at a secondary level leads to its decision to use this rate. - Business has a Financial Conduct Authority (FCA) license. - There are 3 permanent employees, additionally, there are agents stationed at various locations.
8.8   Wales
Run Rate Sales
USD 1.6 million
EBITDA Margin
Nil
Business Loan
USD 330 K at 12%
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Newly Established Asset Management Company Seeking Loan in Wales, UK

Asset management firm in Wales, specializing in luxury lending market funding, seeking funds for expansion.
Asset management firm located in Wales, specializing in providing funding to companies operating in the luxury goods market. - The business model involves the clients investing in the company and in return the company re-investing in other firms, and as of now, the company has 5 clients, comprising both individual investors and investment companies. - Currently invested in one firm and is seeking to expand its investments to more companies in the near future. - The company retains 14% of the returns from its investments. - The company's approach to funding differs from traditional pawnbrokers, as it does not deal directly with individuals seeking finance through the pledge of assets. Instead, it provides funding to companies that engage in this type of financing. - The average global rate for pawnbrokers is estimated to be 5% per month; however, the company's focus on higher echelon assets and operating at a secondary level leads to its decision to use this rate. - Business has a Financial Conduct Authority (FCA) license. - There are 3 permanent employees, additionally, there are agents stationed at various locations.
8.8   Wales
Run Rate Sales
USD 1.6 million
EBITDA Margin
Nil
Business Loan
USD 330 K at 12%
Contact Business
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    There are 2 active and verified asset management businesses seeking loan listed on SMERGERS as of 14 May 2025.
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