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SaaS Startup United States
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The #1 investor alerts platform. Covering stocks, crypto, SEC Filings, technicals, analyst ratings.

P&L Documents (1)Supporting files (3)
Asking Price
$888k
Multiples
6.0x profit
The asking price divided by TTM net profit.
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4.0x revenue
The asking price divided by TTM gross revenue.
Learn more about multiples
Annual Growth Rate
+13%
TTM Revenue
$222k
Profit
$148k
Last Month's Revenue
$18.4k
Profit
$11.4k

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SaaS startup United States

The #1 investor alerts platform. Covering stocks, crypto, SEC Filings, technicals, analyst ratings.

Profitable fintech SaaS pairing #1 ranked stock alerts (App Store, Play Store & Google) with an institutional research terminal. Financials: • $222K ARR, $18,484 MRR (13% CAGR under ownership), 1,382 paid subscribers • 64% annual prepaid mix, 73.5% renewal rate, 29% trial conversion • $136,495 Normalized Profit (61.5% margin; ~$148K software profit) • Cloud rightsizing cut GCP ~60% to ~$2,350/mo ($77/day); Twilio voice at ~$775/mo. Transfers with $3,467 prepaid Brevo email credit (12 mos free) Audience & Scale: • 324,000 registered accounts, 4.8★ rating on 7,300+ reviews • ~54,000 organic annual app installs ($0 CAC, ~$450K replacement ad value) Growth Runway: Monetize Kitces-listed Pro terminal for RIAs ($300–$500/yr), turn on paid UA, and shift mobile billing to Stripe (+12% net margin). Solely operated by owner at <5 hrs/week.
Asking Price
$888k
Multiples
6.0x profit
The asking price divided by TTM net profit.
Learn more about multiples
4.0x revenue
The asking price divided by TTM gross revenue.
Learn more about multiples
Asking Price Reasoning
$888,000 Asking Price (4.0x ARR / $222K ARR): • $136.5K Normalized EBITDA (61.5% margin; ~$148K software cash flow) • 1,382 paying subscribers: 64% annual prepaid, 73.5% renewal, 29% trial conversion • 324K registered users & #1 App Store rank (~54K organic installs/yr, $0 CAC) • Live Pro financial terminal included at $0 (Kitces AdvisorTech Sep 2026) for RIA monetization • Operates in <5 hrs/wk by owner
Recent performance
TTM Revenue
Trailing twelve month (TTM) gross revenue.
 $222k last 12 months gross revenue
TTM Profit
Trailing twelve month (TTM) net profit.
 $148k last 12 months net profit
Last Months Revenue
Total gross revenue last month.
 $18.4k last month gross revenue
Last Months Profit
Total net profit last month.
 $11.4k last month net profit
Customer metrics
Customers
Total unique customers who have made a purchase.
5,000+ Customers
ARR
The total recurring revenue over the last full month, annualized (MRR × 12). Excludes one-time fees and variable usage revenue.
$222k ARR
Annual Growth Rate
The percentage change in revenue over the last 12 months compared to the previous 12 months.
+13% Annual Growth Rate
Churn Rate
The percentage of paying customers lost over the last 12 months.
5-10% stable Churn Rate
Web traffic by Google Analytics
Company overview
Date Founded
May 2020
Team Size
Small (2-20)
Business Model
  • Business-to-consumer (B2C)
  • Subscription
  • Business-to-business (B2B)
  • Freemium
  • Ecosystem
  • Direct-to-consumers (DTC)
  • Mobile
Tech Stack
  • Firebase
  • React Native
  • Google Cloud
  • OpenAI
  • Vercel
  • Swift
  • React
  • GCP
  • redis
  • brevo
  • twilio
Growth Opportunities
  • New product features
  • Social media marketing
  • Increase content marketing
  • Improve conversion rates
  • Expand to new markets
  • Increase digital marketing
  • Increase pricing
  • Hire a sales team
  • Focus on SEO
Competitors
  • Trading View
  • YCharts
  • Yahoo Finance
  • Finviz
  • koyfin
  • morningstar
  • fiscal.ai
Key Assets
  • Customers
  • Social media accounts
  • Intellectual property
  • Codebase
  • Website
  • Mobile application
  • Domain
  • Brand
  • iOS App
  • Android App
Acquisition details
Selling Reasoning
  • Starting a new venture
  • Lack of time
Financing
  • Bootstrapped
  • Angel investment
I acquired the business in 2023 after selling my previous business to private equity.

Seller details

Startup details

Data room

Verified business
Business address and incorporation certificate verified (US entities only).

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