Financial Services Referral & Lead Generation Business – #2027
- Asking price
- Not disclosed
- SDE
- $926,000
- EBITDA
- Not disclosed
- Revenue
- $2.1M
- Asking multiple
- TBD
- Sector
- Professional & Business Services
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Evaluate this dealAbout the business
This is a remote, digital marketing platform that generates referral and lead applications for financial services companies. It serves multiple financial product verticals by deploying targeted marketing to underserved consumer segments, generating over 100,000 qualified applications annually. The business operates through proprietary CRM and automated marketing workflows that route leads to financial partners, with a tenured team managing documented processes. Revenue comes from performance-based marketing spend tied to defined return targets, allowing the company to scale based on partner demand.
Summarized from the source listing, not the seller's own wording. Check the original before relying on any detail.
Listed on vikingmergers.com, first seen August 27, 2026. Contact the seller or broker through the original listing.
Figures are as stated by the source listing and haven’t been verified. Nothing here is financial, legal, or investment advice.