Wealth Management Company for Sale in Limassol, Cyprus
Acquire a licensed investment management firm featuring multi-market access and robust client services.
Premium Plan
| Established | 5-10 year(s) |
| Employees | 10 - 50 |
| Legal Entity | Private Limited Company |
| Reported Sales | USD 3.36 million |
| Run Rate Sales | USD 3.36 million |
| EBITDA Margin | 40 % |
| Industries | Wealth Management |
| Locations | Limassol |
| Local Time | 2:27 AM Europe / Istanbul |
| Listed By | Business Owner / Director |
| Status | Active |
Full Sale
Asking Price:
USD
1.34 million
(Native Currency: EUR 1,200,000)
Reason: The owner feels this is right time to sell the business at a good valuation. The business is fully c...
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Interested to connect with advisors
Name, Phone, Email
Not disclosed
Business Name
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User Verification
Business Overview
- Based in Limassol, this firm is a licensed Cyprus Investment Firm (CIF), fully regulated by the Cyprus Securities and Exchange Commission (CySEC), ensuring compliance and investor confidence in financial operations.
- The company offers advanced MetaTrader 5 (MT5) trading platforms, featuring sophisticated charting tools, technical analysis, and automated trading, accessible on various devices for seamless trading experiences.
- A diversified portfolio approach enables clients to trade forex, stocks, commodities, indices, and cryptocurrencies, providing extensive market exposure and investment opportunities.
- Tailored account types such as Standard, VIP, Prime, and Micro accommodate diverse trading styles and investment scales, from novice traders to experienced high-volume investors.
- Professional trader services offer qualifying clients higher leverage and tailored features while maintaining retail customer protections, enhancing competitive advantage in wealth management services.
- As a B2B-focused operation, the firm primarily serves financial institutions, benefiting from robust institutional-grade trading systems and premium support services.
- Revenue streams are diversified through commissions, account fees, and premium service offerings, ensuring sustainable business growth by capitalizing on market dynamics and client transaction volumes.
- The company offers advanced MetaTrader 5 (MT5) trading platforms, featuring sophisticated charting tools, technical analysis, and automated trading, accessible on various devices for seamless trading experiences.
- A diversified portfolio approach enables clients to trade forex, stocks, commodities, indices, and cryptocurrencies, providing extensive market exposure and investment opportunities.
- Tailored account types such as Standard, VIP, Prime, and Micro accommodate diverse trading styles and investment scales, from novice traders to experienced high-volume investors.
- Professional trader services offer qualifying clients higher leverage and tailored features while maintaining retail customer protections, enhancing competitive advantage in wealth management services.
- As a B2B-focused operation, the firm primarily serves financial institutions, benefiting from robust institutional-grade trading systems and premium support services.
- Revenue streams are diversified through commissions, account fees, and premium service offerings, ensuring sustainable business growth by capitalizing on market dynamics and client transaction volumes.
Products & Services Overview
Services offered:Trading platforms:
- Clients have access to the MetaTrader 5 (MT5) platform, available on PC, Mac, mobile devices, and through a web-based interface. MT5 offers advanced charting tools, technical analysis features, and automated trading capabilities.
Diverse market access:
Clients can trade in various markets, including:
- Forex: Access to numerous currency pairs.
- Stocks: Trading Contracts for Difference (CFDs) on shares from major markets like the USA, UK, and Germany.
- Commodities: CFDs on commodities such as gold, silver, and oil.
- Indices: Trading on major global indices.
- Cryptocurrencies: CFDs on popular digital currencies.
Account types:
To cater to different trading preferences and investment levels, various account options are available:
- Standard account: Designed for regular traders.
- VIP account: Offers additional benefits and services.
- Prime account: Tailored for advanced and high-volume traders, requiring a higher minimum deposit and offering features like spreads from 0.0 pips and specific commissions.
- Micro account: Suitable for beginners or those looking to trade smaller volumes.
Professional trader services:
- For clients meeting certain criteria, professional accounts are available with higher leverage options and other specialized features, while still maintaining protections offered to retail customers.
Assets Overview
No tangible assets are part of this transaction. Intangible assets included are the legal entity, software and brand name.
Facilities Overview
We operate from a rented office in Limassol, Cyprus.
Capitalization Overview
- No loans or debts in the name of the business.- 100% of the business is owned by a single owner.
Recent Activity
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Earlier than 15 daysManager, Business Consulting, Limassol, Individual Investor / Buyer connected with the Business
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