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Risk Tolerance Questionnaire Software

Key details

Financial data

Asking price

$475,000

TTM Revenue

$127,000

TTM Profit

$112,000

Revenue / month

Business overview

Type

Subscription-based

Broker listing url

Redacted

Business age

11

Business location

United Kingdom

Team size

1

Active customers

120

Description

Pocket Risk is a growing and proven B2B software provider in the investment services niche. Launched in 2013, Pocket Risk has made a name for itself by providing a risk tolerance questionnaire to financial advisors and investment banks. The questionnaire helps financial advisors decide how much risk to take with their clients’ investments. The robust software provides financial advisors with a clean and simple interface, detailed results, and portfolio integration. Leveraging effective SEO and email marketing, the company serves 120+ loyal blue-chip organizations globally, including multi-billion-dollar financial institutions like CI Assante, CapeCod 5, and Rothenberg. The business has an impressive track record of 10 years and a very loyal customer base, boasting an average CLV of approximately $3400 and minimal churn averaging around 1.8% in the past year respectively, illustrating the sticky nature of the product. This SaaS operates efficiently with automated processes, requiring just 24 hours a month to run. It is entirely remote, with owners and freelancers working from home, making it a great opportunity for anyone interested in a high-profit-margin (87.5%) business.

Pre-approved financing

Loan amount

$210,000

Duration

0 months

Opening fee

0%

Annual interest

0%

Termsheet

No termsheet

Selling reason

Advancing the business to the next stage: Seller founded and has managed the business over the last 10+ years. He would like to hand the keys to a new operator who can scale it to 7 figures.

Deal source

Deal sourced by

Redacted

Broker ID

NA

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