Wealth Management Businesses for Sale and Investment Opportunities - Buy or invest in a Wealth Management Business

11 Wealth Management Businesses for Sale and Investment Opportunities as on June 2020. Buy or invest in a Wealth Management Business from 171 countries with profit margins up to 40%. Explore pre-screened Wealth Management Businesses for Sale and Investment Opportunities with verified contact details, valuation details and business photographs. Join our 1,207,000+ member network to Buy or invest in a Wealth Management Business. Create a Business profile to Sell or finance your Wealth Management Business.

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Newly Established Wealth Management Company Investment Opportunity in Singapore

Financial market operator that trades in commodity & currency markets & manages funds of investors.
Singapore registered financial market operator that deals in commodity and currency trading activities. We believe in impact-driven investments and follow ethical investment strategies. Have a team of competent investment professionals. Since we are a startup and do not have a securities & depository license, we have established a tie-up with a US based global financial derivatives brokers where we keep our client's funds. They are regulated by BaFin and ASIC. We currently manage funds of 7 investors and have a total assets under management of USD 198,000. Generate our revenue by charging commission and performance fee from our clients. We trade in all major exchanges including The New York Stock Exchange, Frankfurt Stock Exchange, London Stock Exchange, The Tokyo Stock Exchange. Founder of the company has 20+ years of experience in this industry. Business owned assets include computers, laptops and furniture.
8.6   Singapore
Run Rate Sales
USD 120 thousand
EBITDA Margin
33 %
Financial Investment
USD Not Available
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Wealth Management Business Investment Opportunity in Vienna, Austria

International and independent consulting company focused on financial services.
- We are an independent consulting company in Vienna, Austria. - Our services include consulting, seminars and fund management. - Have a potential client base. We provide consulting services, seminars, and fund management services to these clients. - In Consulting: We provide market risk management advice such as economic risk, transaction risk from the development to implementation and also the implementation of regulatory and internal business requirements. - Seminars: We conduct seminars on market risks, currency management for financial market enthusiasts covering topics such as trading, hedging & overlay management. - We have developed model-based trading and hedging algorithms for sophisticated currency management. - As of now, we plan to collect 1 bn USD assets in the next 5 years. - We generate revenue through management and performance fee. - Our assets include the website, domain, clients assets, software, office equipment. - Promoter has more than 35 years of experience in this business.
8.6   Vienna
Run Rate Sales
USD 140 thousand
EBITDA Margin
12 %
Financial Investment
USD 11 million for 20% stake
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Wealth Management Business Seeking Loan in Chennai, India

Equity, NFO & derivatives trading business seeks funding to start operations 50:50 profit ratio.
- An equity trading business based in Chennai. - Will be handling funds from INR10 Lakhs to a total of INR 3 crores. Past performance will be shown on meet. - Clients can either invest with us or we can trade directly from their Demat / Trading account. - Will be trading in the equity and derivatives market. - Expecting investment to provide a return of 5% per month / 60% per annum maximum to the investor or fund operation from investor account itself as 50:50 profit sharing ratio negotiable based on investment size. - Owner has experience of 5+ years in trading and has handled Assets Under Management of Rs. 3 Crores. - Business does not own any physical assets.
6.8   Chennai
Run Rate Sales
Nil
EBITDA Margin
Operating at break even
Business Loan
USD 130 thousand at 25% interest
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Wealth Management Business Investment Opportunity in Pondicherry, India

Company in Pondicherry having expertise in Nifty and Bank Nifty option writing that has 20 clients.
- Option writing business based in Pondicherry operating since 2017. - We are into Nifty option and Bank Nifty option writing. - We are an LLP and are not SEBI registered. - Currently, have 20 clients. - Our monthly derivative volume is INR 2 crores. - Investor would get 25% stake in the business and at the end of the year, the profit would be divided accordingly. - Expecting more business from Gujarat and Delhi in the near future. - Discussion is going on to establish an office in London. - Promoter has more than 15 years of experience in this sector and the company has experienced and qualified experts. - Business owns furniture and computers.
6.3   Pondicherry
Run Rate Sales
USD 10 thousand
EBITDA Margin
15 %
Financial Investment
USD 130 thousand for 25% stake
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Wealth Management Business Seeking Loan in Chennai, India

Financial advisory business require funds to invest in a Government port expansion project.
- A financial advisory and wealth management firm based in Chennai that started operations in 2016. - We invest in various projects (alternate investments) such as marine and coal transport projects. - Have invested in 5 projects till date. - Currently helping fund a Government port expansion project, for which we require investors. - Project is expected to start in a month's time and complete in 2 years. - Investors can expect a 30% ROI with payback within 2 years. - Business does not own any assets.
6.5   Chennai
Run Rate Sales
USD 1.6 million
EBITDA Margin
30 %
Business Loan
USD 1.3 million at 30% interest
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Stock Broking Business Investment Opportunity in Bangalore, India

Financial Institution providing Stock Market & Wealth Management solutions to 1,200 active clients.
- Proprietor is a full-time trader and mentor, with experience of over 5 years. Trades using Market Profile, Price Action Theory & Order Flow Analysis. - Awarded as one of the top 4 traders in Bangalore in Sensex Ka Sultan competition which was held by Zee Business. - Listed amongst top 20 traders in entire India In Forex trading competition by FDT Incubator. - Amongst top stock market trainers in Urban Pro. - Trained more than 1,500 clients successfully. - Have more than 300 active traders and clients in the brokerage firm. - Provides quality stock market training right from very basic level to advanced level analysis. We have a special course to sharpen market strategies which helps limit losses and could also turn their losing position to profitable positions in certain cases. - Physical asset 15 Lakhs + includes cars Volkswagen), office equipment, 22 systems and laptops.
7.6   Bangalore
Run Rate Sales
USD 63 thousand
EBITDA Margin
30 - 40 %
Financial Investment
USD 33 thousand for 45% stake
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Wealth Management Business Investment Opportunity in Bangalore, India

Brokerage and Stock Trading and Stock market mentor ship.
- Bangalore based quantitative trading business trading stocks and derivative instruments on NYSE, NSE and BSE. - Run by a well experienced quantitative analyst deploying advanced algorithms to trade the markets from the last 10 years. - The promoter has an MS in cybernetics and communication from one of the leading universities in the US. - The algorithms have been back tested extensively and has been profitable consistently. - Only seeking Investment from a broad minded individual. - Won many awards for Live Trading Contest, including a contest which was hosted by a national television channel.
6.6   Bangalore
Run Rate Sales
USD 1 million
EBITDA Margin
20 - 30 %
Financial Investment
USD 800 thousand for 30% stake
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Online Automated Financial Planning Website for Sale in Mumbai, India

For Sale: Algorithm driven automated financial & investment planning and execution portal.
- The company can create automated detailed Financial Plans, Customise Mutual Fund Portfolios, compare the offered interest rates of various Financial institutions on different loans and collect data of the interested customers to execute the same. -We provide information about a plethora of financial instruments including Government schemes, life and general insurance, fixed income instruments, etc and also help to purchase some of them. - The portal is ideal for wealth management businesses targeting mass, mass affluent and affluent customers.
8.2   Mumbai
Run Rate Sales
USD 70 thousand
EBITDA Margin
20 - 30 %
Full Sale
USD 60 thousand
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Wealth Management Franchise Opportunity

FutureCraft Securities Analysis, Established in 2012, 24 Franchisees currently
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FutureCraft Securities Analysis Private Limited is a financial services firm engaged in research and a diversified trading firm specializing in market making, relative value arbitrage, and fundamentally-oriented trading strategies across a variety of domestic and international markets. We have extensive experience in the financial markets and provide a variety of services performed at the highest level. Our synergy between traders and technologists empowers us to rapidly convert innovative ideas into reality. We choose to develop our own technology to control and capitalize on every step of the trading process. FutureCraft was designed to be a nimble organization with a rigid focus on its core strengths: risk management, market development, and alpha generation. We are guided by a management team with deep knowledge and experience in the derivatives industry and have successfully navigated through many different economic environments and market cycles. Our large and talented software development staff works side-by-side with traders to develop systems that meet the changing markets. At FutureCraft, we understand that even the best strategy will fail if hindered by inferior implementation. And providing research services to our clients. Exhibiting critical minds and independent thinking, our employees share a common vision, ethic, and goal. Individual effort is rewarded; team success is celebrated. Note: Company does not charge brand fee rather they charge for Server at USD 1,000 per month.
7.8   Expanding in Czech Republic
Expected Monthly Sales
USD 6.6 thousand
Space Required
1000 - 1500 Sq Ft
Investment Required
USD 33.1 - 46.3 thousand
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Wealth Management Company Investment Opportunity in Mumbai, India

Succession services portal with an online will writing technology is searching for investment.
- This is an online portal that allows people to generate online wills. - Tie-ups / partnerships in India with HDFC Sec, ICICI Securities, CDSL, Corporation Bank and Muhthoot Group, partnership for NRI market in USA, UK, Canada, UAE. - Thousands of wills generated in more than 40 cities by various profile individuals. - Product validated in 3 years. - Promoters have 20 years of experience in the legal industry.
8.4   Mumbai
Run Rate Sales
USD 63 thousand
EBITDA Margin
30 - 40 %
Financial Investment
USD 200 thousand for 15% stake
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Wealth Management Company Seeking Loan in Lucknow, India

Providing cash management services to individuals, retail counters & corporate.
- Retail Business includes money transfer, insurance services, ticketing etc. for its clients. - B2B includes retail business enhancement through Technology & short term funding to retail outlets. - Roughly 2,000 retail clients, 100 retail Outlets and worked for some known corporate clients (Eureka Forbes, Hero Fincorp and Aramex (collections for home shop 18 & Naptol) ) - Promoters have 7 years in similar field.
5.7   Lucknow
Run Rate Sales
USD 1.6 million
EBITDA Margin
30 - 40 %
Business Loan
USD 26 thousand at 12% interest
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