Remote Software Dev Firm In Finance,Compliance, AI

Business Overview:

Deal Terms

Share sale preferred over asset purchase to ensure smooth client transition

Business Overview

This fully remote custom software development company specializes in building enterprise-grade solutions for clients in fintech and financial services, with a particular focus on expert network platforms and compliance technology.

The company maintains a long-term, auto-renewing agreement with a large, well-established enterprise client that generates the majority of its revenue. Supported by a globally distributed team of senior engineers and strategists, the business consistently delivers complex digital products through engineering excellence, product innovation, and AI-driven development.

This is a rare opportunity to acquire a custom development agency with deep expertise and a proven track record in the expert network space. The business stands out for its exclusive market position, stable enterprise relationship, and highly experienced technical team. With its key client based in the U.S. and minimal owner involvement, it offers an attractive combination of low operational overhead and high strategic value.

With over 100 expert network platforms worldwide and increasing regulatory pressure driving demand for compliant technology, the growth potential is significant. This opportunity is ideal for a buyer seeking a defensible niche, enterprise client base, and a scalable B2B technology services model offering both immediate cash flow and long-term upside.

Key Benefits

• Exclusive Market Position: Defined customer profile enables highly targeted marketing

• Anchor Enterprise Client: Primary client is based in NY and is a leading provider of AI-driven compliance solutions tailored for the financial services industry with 1,250+ employees

• Stable, High-Value Engagement: Long-term project contract averaging $200K+, with an auto-renewing agreement in place

• Current Pipeline: Key client is in the process of expanding the current agreement to include an additional 2-3 developers to their account

• Established, Loyal Team: 32 full-time contractors across 16 countries, with strong retention (average tenure: 1.7 years; 25% with 3+ years)

• Low Owner Involvement: Founder spends only ~10 hours/week on high-level account management and business development

• Seamless Transition Plan: Owner is willing to remain post-close for 1-2 years to manage its key client relationship to ensure a smooth and successful handoff

• 99% U.S. Customer Base: The business tailors its services to companies in the expert network industry which are highly stable, high-margin and have stringent regulatory and technical expectations

Marketing

Marketing is driven entirely by referrals, reputation, and deep industry relationships, no paid advertising required.

Operations

The business is successfully run by one owner working approx. 10 hrs/week handling account management, sales calls, and team 1-on-1s.  The Company runs a fully remote operation with a globally distributed team of 32 full-time contractors spanning 17 countries, operating under proven agile workflows optimized for complex fintech builds.

Financial Strength

This company has built a strong track record of steady growth and long-term client partnerships. The business continues to experience strong growth in both revenue and profitability, with 20% YoY growth and 30% Net Profit margins as of August 2025.  This is a huge opportunity to acquire a globally compliant, well established software development agency with deep experience in fintech and financial compliance in the expert network industry.

Contact the Seller:

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Market Competition and Expansion:

COMPETITION

Competitive edge over the competition includes:

• High Barrier to Entry: Deep regulatory, compliance, and operational knowledge required

• Proven Enterprise Validation: Trusted by a 1,250-person PE-backed GRC leader

• Global Delivery Capability: 24/7 development capacity

• Fintech & U.S. Regulatory Fluency: Intimate understanding of U.S. financial compliance requirements

GROWTH AND EXPANSION

The business has significant growth potential through five clear strategies:

• Dominate the Expert Network Industry by proactively pursuing the more than 100+ expert network platforms globally

• Expand into Adjacent Compliance and Legal Tech Verticals where client needs around security, complexity, and regulatory requirements closely mirror its current fintech focus

• Strategic SaaS Partnerships with the founders new SaaS offerings creating a symbiotic relationship acting as the preferred custom dev partner

• Diversify Client Portfolio by reducing its reliance on its primary client by converting its credibility into new enterprise relationships

• Targeted Investment in Marketing and Sales Infrastructure such as LinkedIn content, industry events, case studies, and one or two dedicated business development hires

Reason for Selling:

Pursue Other Interests. Kindly ask the seller for more information.

Additional Details:

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