7-Year-Old Leading fintech SaaS Platform

The business is a leading fintech SaaS platform that integrates comprehensive stock market data directly into Excel. The platform caters to high-value investors, investment advisors, and financial analysts, with 65% of customers managing portfolios exceeding $1 million and 76% using the platform daily. The company boasts an ARR of $310k and 443 active customers, each paying an average of $683 annually.