Profitable Fintech Algorithmic Trading Software | $10M TTM Revenue + Trading Rebates
Asking Price: $7,785,000
TTM Revenue: $10,008,322
TTM SDE: $2,495,906
Location: U.S.-based | 100% Remote
Employees: 3 founders + ~10 expert contractors
Business Model: Fintech Automation
Sale Type: Asset or equity sale considered
Established: 2020
Call/text 858-869-2909 for Data Room access
or email exit@themagnoliafirm.com
Asking Price: $7,785,000
Sellers willing to consider terms (earnout, seller note, etc) for up to 35% of purchase price.
Overview
This is an exciting opportunity to acquire a highly profitable, compliance-first trading automation platform that has achieved explosive growth in the algorithmic investing and financial technology sector.
The business licenses hands-free, rules-based trading software to self-directed investors — with no coding required and no asset custody involved. Designed from the ground up to meet U.S. regulatory standards, the platform has attracted over 1,255 active licensees and facilitated over $100 million in capital deployment through partner brokers.
The revenue model blends recurring software subscriptions, broker rebates based on trading volume, and premium platform licensing fees — resulting in scalable, diversified income streams.
What Makes This Business Exceptional
$10M TTM Revenue / $2.49M TTM SDE with high margins and minimal overhead
Built on compliance-aligned infrastructure (no AUM, no pooled funds, no custodial risk)
80,000+ qualified leads segmented by net worth, engagement, and buying intent
Performance-based broker relationships drive high-margin rebate revenue ($3–$7/lot traded)
Operationally lean with a remote contractor team and well-documented SOPs
Clean financials, and significant investment in back-end systems
Robust marketing machine powered by Meta, Google, YouTube, and outbound strategies
Founders open to transition support, strategic advisory role or retained equity post-sale
Strategic Growth Opportunities
International expansion into broker-compatible jurisdictions
Partnerships or affiliate channels to expand market reach
Bundle or bolt-on to existing fintech, crypto, or wealthtech assets
Ideal Buyer Profile:
Fintech operators looking to scale within automation or trading tech
Private equity firms or family offices seeking high-margin digital assets with recurring revenue
SaaS aggregators or strategic acquirers focused on compliance-safe fintech platforms
Crypto-native firms wanting regulated infrastructure and mainstream market access
Media or audience owners who want to monetize existing investor communities with a proven platform
Reason for selling:
The founders are young, ambitious entrepreneurs who have successfully built this fintech automation platform into a thriving, high-margin business. Having achieved their initial vision and financial goals, they’re now ready to pursue their next entrepreneurial venture and believe this is the ideal time to transition ownership to a buyer who can take the business to its next stage of growth.
However, for the right strategic acquirer, they are open to staying on in an advisory, transitional, or operational role — particularly if the buyer brings complementary infrastructure, reach, or resources that would allow the platform to scale further. They are committed to ensuring a smooth transition and maximizing long-term success for the business.
Full Data Room will be provided after signed NDA.
*This opportunity is listed in collaboration with a partner brokerage
Call/text 858-869-2909 for Data Room access
or email exit@themagnoliafirm.com
