Profitable Fintech Ad Platform with 3.5M Investor Audience

Overview

The company owns and curates a database of affluent, high-intent U.S. retail investors. A proprietary algorithmic ad engine tracks ROI across 1,000+ dimensions and optimizes about 287 campaigns each day.

Almost a decade of historical performance data helps the company predict subscriber lifetime value from dozens of sources.

Listing Details

Over 20 active B2B clients give a recurring revenue base. The company has no outside funding and no debt.

A capable CEO and a team of 12 contracted staff run the business. The founder has no involvement in daily operations and is seeking semi-retirement.

Highlights

• 100% recurring revenue
• Owner-absentee operation
• Proprietary ad engine and audience asset
• Room to build a dedicated sales team
• Room to enter alternative assets, real estate crowdfunding, and other fintech verticals

Who should own this

• Financial publishers and IR firms

  Gain direct access to a large retail-investor audience.

• Ad-tech and media groups

  Reinvest cash flow into the proven media-buying model.

Questions and answers

Is this business for sale?

No. This business is off market. Looking for a business like this? Register as a buyer to hear about similar companies first.

What is the asking price?

Not disclosed.

What industry and location is the business in?

Ad Tech / Fintech, Remote.

What are the key financials?

~$1.89M projected revenue, 2025; ~25% operating margin; 3.5M owned U.S. investor audience.