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  • Dossier 993

AI driven Fintech Business for Sale

Geographical location

Greater Toronto Area

Asking price

37 Million

Business profile

A unique opportunity to acquire an award-winning AI-powered marketplace for fractional investments in private assets like Real Estate. Backed by prominent North American investors and advised by industry leaders, Revolutionizing access to high-yield alternative investments featured in top media outlets. The business unlocks coveted opportunities in real estate, private equity and beyond, transforming the investment approach with their seamless, AI-driven platform.

Technology Infrastructure and innovation :

  • End-to-end asset management lifecycle systems.
  • Operating system for private capital markets.
  • AI/ML models: GenAI customer support co-pilot, AI/ML driven portfolio recommendations, ML backed valuation models.

Investor Relations and Market Presence:

  • Presence in US and Canada.
  • Significant traction with 000’s of active investors.
  • Key insights through data analytics of retail investors and issuers.

Recognition and Monetization Strategies:

  • Awards for innovation from Law Societies, Established Wealth players, Global Banks, and Tech world.
  • New monetization models: Enterprise SAAS for players across real estate, law, accounting, and private capital markets.
  • Proven monetization potential through business development.

Business areas

  • Financial Services
  • Investment and Wealth Management
  • Marketplace for Investors and Listing

Transition period

2 years

EBITDA

  • 15000+ Investors as of 2023 with 40% of them accredited.
  • More than $350M deals done.
  • EBITDA – Will be shared post NDA.

Other characteristics

OPPORTUNITY

Unique Growth Opportunities:

  • Less competition with limited individual and institutional players.
  • Significant volume and growth of retail investors.
  • Enterprise tech is completely automated, can be licensed to fund administrators, EMD’s, broker dealer and issuers. We are SOC2 compliant and CRM2 Compliant
  • They provide sophisticated investors access to private capital fund stakes — within a standardized process.

Optimized Operations for Superior Results:

  • 8x better outcomes due to fewer technical operators at this scale.
  • Potential for aggregation for divestiture with an institutional investor.

Financial qualification

Interested buyers will need to sign an NDA and demonstrate their ability to complete such a transaction

 

Interested in acquiring this business? Contact us:

Request a Quick Analysis

A 60–90 minute meeting with a senior advisor, followed by a structured synthesis in 48–72 hours. No commitment. We’ll reach out within 24 hours.

Let's talk — confidentially

A senior advisor will reach out within 24 hours to understand your situation and discuss the right next step. No commitment, no pressure — everything discussed remains strictly confidential.

Financing request​

Fill out the form below and we’ll get back to you as soon as possible.

  • Purchase of a commercial property
  • Equipment purchase
  • Working capital (liquidity)
  • Business acquisition and transfer
  • Technology development
  • Market expansion

Whatever the project, there are different financing tools that can be used.

  • Doing the process alone, especially if you have limited experience
  • Preparing a business plan or project summary without clearly explaining the company’s strategy
  • Underestimating the importance of marketing strategy—especially digital strategy
  • Creating unrealistic financial forecasts
  • Requesting financing in an unrealistic way, without considering the company’s repayment capacity
  • The biggest mistake: knocking on every door before the file is solid and credible

These are some of the most common mistakes entrepreneurs make when they aren’t properly supported.

  • We guide clients and build their skills so they can prepare a strong file and present it to lenders and/or potential investors—without doing all the work for them.
  • Our philosophy is that the client must fully understand their file and be able to pitch it directly to lenders and/or investors.
  • Our network helps secure the right financing based on the client’s criteria and the expectations of lenders and investors.
  • We use simple, easy-to-use tools—for example, for financial forecasting.
  • Our compensation is performance-based: no financing obtained, no fee.