FinTech: Personal Financial Planner / Lead-Generation tool

San Francisco, CA (San Francisco County)

Seller Financing Available
FinTech: Personal Financial Planner / Lead-Generation tool
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Asking Price: N/A

Established: 2016

FinTech: Personal Financial Planner / Lead-Generation tool

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Asset Sale Description

Personal Financial Plan XYZ (pseudonym) is the only mobile app currently available for assessing one’s ability to achieve their lifetime financial goals. It is built to be a simple, yet powerful, experiential lead-generation tool for use by financial planning networks and institutions to attract mobile-friendly Gen X’s and Millennials, particularly Mass Affluent Initiators.
Personal Financial Plan XYZ offers several important benefits:
1. A key lead-generation tool.
• Free experiential tool intended to engage prospects in an authentic, educational way.
• Aligns nicely with financial planning networks’ and institutions’ planner search facilities.
• Users of the app are motivated to contact a financial planner and provided email and/or phone links to nearby financial advisors in order to obtain help in achieving their lifetime goals.
2. Strengthen the financial planning network’s or institution’s presence in the digital space.
3. Both mobile and web-based versions of the app are available and a user’s data can be accessed in either way.
4. Complete customized branding. Personal Financial Plan XYZ is available to be re-branded and re-named to align with the acquirer’s current enterprise brand.
5. Installation of the acquirer’s financial advisor’s email address and phone number by Zip code for immediate linking of users to the acquirer’s nearby financial advisors.
• Version 1.0 was made available free in the Apple and Google Play Stores in early 2014
• Version 2.1 replaced it in both stores on June 18, 2016.
• A Web version of the App was completed on November 25, 2016.
To date, without any marketing or sales team, it has had over 20,000 downloads

Detailed Information

Support & Training:
Seller willing to stay through transition and perhaps longer with consulting agreement
Reason for Selling:
designed with institutional use in mind
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Paul Kelley

Asset Sale Listed By:
Paul Kelley

Synesis Advisors

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Sponsoring Broker:
Randy Katz

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