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Advanced Fintech SaaS Platform for Wealth Advisory

Refer to Broker

Sydney Streets Region, New South Wales

Advanced Fintech SaaS Platform for Wealth Advisory

This is a rare opportunity to acquire a first-of-its-kind technology platform in the rapidly growing digital life management sector with proven traction and well-defined scalability potential.



This proprietary platform has revolutionised how families organise, protect and share critical information while empowering professional advisors with cutting-edge client engagement tools, achieving remarkable organic growth through referrals alone.



Operating in an underserved market with significant barriers to entry, the platform's innovative time-release technology and Ambassador network effect create defensible competitive advantages that generate viral growth and recurring revenue.


•

Year 1 projected revenue of $5.2 million across multiple streams
•

300+ active users and 30 professional licensees with zero marketing spend
•

100% proprietary IP ownership with world-leading AES encryption
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Built-in referral engine creating 877,500 potential Ambassadors in Year 1
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Dual B2B/B2C revenue model with $1,800 annual licensing fees
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AI integration roadmap ready for deployment
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First-mover advantage in a category with no direct competitors



Secure this unique opportunity in the emerging digital life management market before competitors emerge-give Farzin or Megan a call today!



Listing ID:NSW11949

Farzin Hesari or Megan Sprunt

Phone: M. +61 401 009 469 |0406 482 253 (Megan)

Email: farzin.hesari@linkbusiness.com.au



Note that some details of the business for sale are confidential and disclosure is subject to completing a Confidentiality Agreement and the discretion of the vendor.



Stock photo images may be used to represent the business on an unidentified basis.Purchasers are required to make their own enquiries in order to verify the information provided.



Keywords: SaaS, Financial Technology, Cloud System, Data Storage
Ref: NSW11949
Timestamp: 20260521060004

Business Links / Tools

Last updated: 21st May 2026

Summary

Property Type
Business
Contract Type
For Sale
Location
 Sydney Streets
State
 New South Wales
Price
Refer to Broker
Category
  • Property/Real Estate

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Agency

LINK Sydney

LINK Sydney

Contact

Farzin H
Megan Sprunt