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Profitable Stock Broking Company Investment Opportunity in Sacramento, United States

SaaS-based algo/robo investment fintech/platform with $1.3 million portfolio & 19 accounts generating profits on daily-basis.
This transaction has concluded.
This Business is on a Premium Plan
Established 1-5 year(s)
Employees 2 - 5
Legal Entity C Corporation
Reported Sales INR 1.7 crore
Run Rate Sales INR 2.57 crore
EBITDA Margin 30 - 40 %
Industries Stock Broking + 1 more
Locations  Sacramento
Local Time 12:15 AM Etc / GMT+8
Listed By Management Member
Status Active
Overall Rating
Partial Stake Sale
INR 2.14 crore for 10.0% stake (Native Currency: USD 250,000)
Reason: The company is bootstrapped & there are no loans or liabilities as of now. We are considering seed ... View More
Interested to connect with advisors
Documents
Solution
Problem
What We Are
Business Overview
SaaS-based robo investment FinTech/Platform with 10 live customers generating profits.
- Fully developed in-house.
- Algorithmic & user rules-based.
- No human involvement is required.
- 5x portfolio increase in 1 month.
- Targeting $ 50 Million by the end of this year.
- 7 HNI paid customers using this product.
- Scalable & secured cloud-based IT implementation.
- $ 1 million portfolio.
- 10 active customers.
- Fully automated hands-free investment based on stock market-proven strategies.
- User risk profile-based execution.
- Support different types of investment accounts Corp/LLC/Investment/Join/Roth/IRA.
- Producing on an average of more than 2% per month with an annual profit of more than 24% to customers.
- Targeting $ 50 million in one year with huge potential to grow.
Products & Services Overview
- This is a fully functional working platform. [not Idea or MVP]
- USD 1.4 million portfolio.
- 19 subscribed accounts with an average account size of ~USD 70k.
- Fully automated hands-free investment based on stock market-proven strategies.
- Bring your own tickers model & user risk profile-based execution.
- Support different types of investment accounts Corp/LLC/Investment/Join/Roth/IRA.
- Producing on an average of between 2%-4% per month with an annual profit of more than 24%+ to existing customers.
- Revenue is being generated & 100% customer with zero churns.
- Average customer lifetime value of 990+
Assets Overview
* Fully functional working cloud platform.
* 10 happy HNI customers.
* Ongoing patent & complaince certification.
* Web-based app developed in react JS, fully automated.
* Domain, logo & other marketing materials.
Facilities Overview
Team of two onshore[California] & two outsourced to offshore[India]
Capitalization Overview
The company is bootstrapped & there are no loans or liabilities as of now.
We are considering Seed funding from customers as they are happy with the platform & expressed interest to invest.
We are looking for some capital to hire, stabilize operations, and communications & scale to $50 million.
Recent Activity
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This transaction has concluded. View similar business opportunities on SMERGERS
Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct.
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