This ai saas serves the personal finance market and has operated for approximately 10 years. The business is managed from Miami, Florida, United States and requires about 15 owner hours per week. Customer acquisition comes from marketplace traffic, paid search, and organic search. Operational strengths include automated workflows, recurring contracts, and lean operating costs. A recent initiative improved a key operating metric by roughly 39% year over year. The proposed sale includes the core digital assets, operating documentation, and a reasonable transition period.