Summary
Wealth Management / Asset Allocation Software Start-up For Sale Investors sought for the intellectual property and software of a start-up wealth management software company with entirely new methods for measuring financial risk and allocating assets.
Listing Information
Posted by Robert Levine under Financial
 Product Idea/Concept |
Patent for Sale |
Original Creative Works |
| Trademark |
IP Portfolio |
 IP Wanted |
| Other |
Photo
Full Description
SUMMARY:
We are seeking investors/VC for a series A round investment or to buy-out our wealth management software start-up, which features patent-pending models for helping investors manage risk, meet goals, and optimize their investment portfolios and finances.
THE INDUSTRY:
Global Wealth Management and Financial Planning
THE POTENTIAL:
Joining the $7+ billion financial planning / wealth management software market with the $40 billion risk management software market in order to serve the $39 trillion in global wealth held by high net worth clients.
THE BUSINESS MODEL:
The first holistic, web-delivered software package that helps individuals and their financial advisers to measure the risks in their investment portfolio and their longer-term financial plans, and to understand which adjustments to make to better meet short and long term goals.
THE REVENUE MODEL:
Software as a Service (SaaS) / subscription-based
POTENTIAL PARTNERS:
Financial Data Aggregators, Large Wealth Managers / Family Offices
THE ASSETS FOR SALE:
Fully tested and validated software and financial models, patents and trademarks, full software and model documentation.
