$2.36M Rev – Specialized RIA Staffing Platform

intermediary profile

November 16, 2025

by an intermediary from University of Texas in Houston, TX, USA

(PLEASE DO NOT REQUEST AN NDA ON THIS PLATFORM, WE RARELY CHECK IT. EMAIL IF INTERESTED.) This business provides specialized remote staffing and operational support to professionals in the financial services sector. It connects experienced U.S.-based talent with firms seeking administrative, client service, and back-office assistance. The model is fully remote and highly scalable, allowing the company to serve clients nationwide without geographic limitations. Revenue is driven by recurring monthly engagements, supplemented by project-based and direct-hire recruiting work. The business has built a strong reputation through consistent performance, long-term client relationships, and zero reliance on paid advertising. With a growing demand for outsourced operations in the advisory space, the company is well-positioned for continued expansion. Its streamlined infrastructure and niche expertise create an attractive opportunity for a buyer seeking a profitable, asset-light service business. Email David Chua: redacted for more info.
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Reply by a searcher
from Southern Methodist University in Dallas, TX, USA
Thanks Luke! Will reach out.
commentor profile
Reply by an admin
from Massachusetts Institute of Technology in Portland, OR, USA
^redacted might be able to help get this deal to the right Searcher.
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+1 more reply.
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