Investment Systems Consulting Firm for Financial Services Clients

Management consulting for sale

Asking price

$1,396,041

Revenue

$2,382,890

Cash flow

$396,702

About this business

This specialized consulting firm delivers front, middle, and back office technology implementation services exclusively to financial institutions, with a focus on investment services and asset management. The business manages the full project lifecycle—from business analysis and vendor selection through development, project management, and go-live—and maintains strong vendor relationships with leading investment systems providers. Generating over $2.3M in annual revenue, the firm offers a buyer an established client base and deep domain expertise in a niche, high-demand segment of financial technology consulting.