Digital Marketing Agency for Financial Service Businesses
Financial Services Marketing and Video SaaS Agency in Southwest U.S.
On NextCompany since September 30, 2026 (15 days)
Location undisclosed
Business overview
A Southwest U.S. digital marketing agency serves financial advisors, regional banks, broker-dealers, and fintech firms. It pairs branding, websites, campaigns, advertising, and fractional CMO services with video recording and editing SaaS. Annually auto-renewing contracts generated 100% of 2025 revenue. The business reported $2,390,215 in gross revenue and $538,476 in EBITDA.
The agency maintains SOC 2 Type II compliance and uses AI for creation and client approvals. Its 300+ advisor websites offer cross-selling potential. The business leases a 3,500 sq. ft. office from an unrelated landlord under an assumable lease. One owner seeks a negotiable transition before exiting; the other may exit or remain after the sale.
Who is a good fit for this business
- Buyers seeking a marketing agency that serves financial advisors, regional banks, broker-dealers, and fintech firms.
- Strategic acquirers seeking integrated video recording and editing SaaS alongside agency services.
- Buyers seeking cross-selling potential through 300+ advisor websites.
Details
- Reason for selling
- One owner seeks a negotiable transition period and full exit; the other is open to a transition and full exit or remaining with the company post-sale.
- Real estate
- Leased
Frequently Asked Questions
The agency provides branding, websites, email and social campaigns, traditional advertising, and fractional CMO services. It also offers integrated video recording and editing SaaS.
The agency reports $2,390,215 in gross revenue and $538,476 in EBITDA. Annually auto-renewing contracts generated 100% of its 2025 revenue.
The business leases a 3,500 sq. ft. office from an unrelated landlord. A buyer can assume the lease.
One owner seeks a negotiable transition period followed by a full exit. The other may exit after a transition or remain with the company after the sale.