Financial Wellness As A Service - $ Billions saved already!

Boulder, CO

Seller Financing Available

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Asking Price:$30,000,000
Established Year:2015
BUSINESS DESCRIPTION

A patented Financial Wellness as a Service System to help in managing debt, budgeting, retirement planning and more with optional hands-on guidance from the system and coaches. The Patent provides protection for an investment in a system that gives a clear path to building a large Financial Wellness business with IP protections that would be difficult to duplicate.

The system utilizes formulas, methods, techniques and support that help rid users of their debt lightning fast. Users shave years off their debt, save loads of interest, and their credit will improve – all without increasing their monthly outlay. The software has helped thousands pay for college, retire comfortably, gain a sense of control over their finances, save millions (if not billions) of dollars in debt payments and enjoy the peace of mind we all deserve.

The company capitalizes on large and growing Financial Wellness market. Contrary to popular belief, many people with debt also have assets, 401k’s and other accounts. Clients on an accelerated path to debt freedom, feel more secure and confident and you will win the trust of these clients in a way no other financial products deliver, resulting in Client happiness, longevity, retention and increased sales.


DETAILED INFORMATION
Location
Relocatable
Inventory
Not Included in asking price
Employees
3
Facilities
N/A
Competition
Huge Market Potential - over $3 Billion market. Very little competition and no other patented Financial Wellness as a Service System's exist in the market.
Growth & Expansion
Unlimited Growth Potential for a buyer that has the capability to market nationally and to a large captured audience
Financing
Possible royalty or financing structure depending on the amount of an offer.
Support & Training
All post sale support and training will be provided by the current team operating the business.
Reason for Selling
Retirement
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John
Sosville
Platform Brokerage
John Sosville