Financial Services Referral & Lead Generation Business – #2027
Remote Financial Services Lead Generation Platform with Proprietary CRM
On NextCompany since August 25, 2026 (51 days)
FL area
Business overview
Operating remotely from Florida, this digital performance marketing platform generates financial services referrals and leads. The platform serves multiple financial product verticals. It generates 100,000+ qualified applications annually from millions of targeted, underserved consumers. A proprietary CRM and automated workflows route leads and support partner integrations.
A tenured team follows documented processes that support scalable operations. Performance-driven revenue uses variable media spend against defined return targets. TTM June 2026 revenue reached $3,092,000, with EBITDA of $1,222,000.
Who is a good fit for this business
- Strategic buyers seeking financial services referral and lead generation capabilities.
- Buyers seeking a remote digital performance marketing platform.
- Acquirers seeking proprietary CRM capabilities and automated marketing workflows.
- Buyers seeking a platform operating across multiple financial product verticals.
Details
- Real estate
- No real estate
Frequently Asked Questions
The platform generates referrals and leads across multiple financial product verticals. It operates remotely from Florida and uses digital performance marketing.
The platform generates 100,000+ qualified applications annually. It reaches millions of targeted, underserved financial services consumers.
The platform uses a proprietary CRM and automated marketing workflows. Those tools route leads efficiently and support partner integrations.
The platform reported TTM June 2026 revenue of $3,092,000 and EBITDA of $1,222,000. It reported 2025 revenue of $2,125,000 and EBITDA of $926,000. The asking price is $5,330,000.
The platform earns performance-driven revenue. It deploys variable media spend against defined return targets.