Financial Services Referral & Lead Generation Business – #2027
Remote Financial Services Lead Generation Platform with Proprietary CRM
On NextCompany since August 25, 2026 (2 days)
FL area
Home-based
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.