Profitable Fintech SaaS Business | $6M Sales / $1M EBITDA

Founded in 2021, this consumer fintech company specializes in simplifying
retirement account management by offering seamless 401(k) search and rollover
services, and interest-free lending options against 401(k)s, providing customers
with a stress-free way to transfer over their retirement savings and easily access
their retirement liquidity without early withdrawal penalties.
Seeking a new owner due to personal motivations, the founder offers the unique
opportunity for buyers to capitalize on a proven scalable model with compelling
growth levers for future expansion.
The management is happy to assist with a seamless transition, ensuring continuity
and opening pathways for future growth of the business.
- Projected Revenue (2024): $5.8 million
- 3-year Average EBITDA: ~$1M
- 3.5M users / 470K paid customers