This desktop app serves the personal finance market and has operated for approximately 9 years. The business is managed from Chicago, Illinois, United States and requires about 25 owner hours per week. Customer acquisition comes from email marketing, partnerships, and referrals. Operational strengths include documented SOPs, strong retention, and low owner involvement. A recent initiative improved a key operating metric by roughly 38% year over year. The proposed sale includes the core digital assets, operating documentation, and a reasonable transition period.