An AI SaaS digital marketing business tailored to financial advisors presents an opportunity for an investor to acquire its platform. This AI-powered SaaS builds automated sales systems to help scale financial advisors with AI-driven automation & high-intent lead generation. Their comprehensive service offerings include web development, lead management, and social media marketing strategies utilizing proprietary AI-powered funnels. These systems are designed to optimize lead follow-up and conversion rates.

Read More: Top Five Reasons Why Acquiring an AI LLM Can Grow Your Business With an ROI

Operations

Operationally, Ghost Ventures AI focuses on facilitating the growth of financial companies and advisors. It does this by generating high-quality leads through automated sales systems. Additionally, it automates sales processes using AI. A lean but effective team of three full-time experts handles day-to-day operations.

Read More: Ghost Ventures AI Acquisition Report

The company serves a primarily loyal customer base concentrated in the USA and Canada. This customer base primarily comprises financial services professionals, including insurance advisors, mortgage agents, and loan officers. The company also serves other financial industries.

Ghost Ventures AI also offers turnkey digital marketing solutions. Their services include web development, lead generation, and social media marketing. They leverage a proprietary AI-powered LLM that funnels leads and automates systems to optimize lead follow-up and conversion. Significant growth opportunities exist, including scaling advertisements, leveraging referrals, and forming partnerships with large financial firms.

Financial

Financially, Ghost Ventures AI benefits from a stable, recurring revenue stream, bolstered by established customer relationships and effective marketing systems. Growth trends align with increasing client acquisition rates and numerous opportunities within untapped market segments.

Ghost Ventures AI reports a monthly profit of $7,757. The profit margin is a robust 78%, according to data provided by the owner on Flippa. The profit multiple is 3.2x, while the revenue multiple is 2.5x. The business maintains an overall churn rate of 7%. Its monthly revenue is reported as $9,944. The financial metrics indicate a healthy, profitable operation with strong potential for return on investment. Furthermore, the business is verified and eligible for M&A insurance and the broker for business is Jared Lauber

Key Business Details

DetailInformation
Business NameGhost Ventures AI
Websiteghostventures.ai
Business TypeSaaS
CategoriesBusiness
LocationCanada
Site Age1 year
Monthly Profit$7,757 /mo
Profit Margin78%
Profit Multiple3.2x
Revenue Multiple2.5x
Total Active Subscribers25
Overall Churn7%
Monthly Revenue$9,944 /mo

Conclusion

Acquiring Ghost Ventures AI would enable immediate access to integrate proven AI-driven sales and lead-generation technologies. Benefits of acquiring this business include established revenue streams, automated sales systems, and a media marketing platform. The operational structure is fully remote, providing flexibility. Also, the three-person team is high-performing and self-managing. Finally, the proprietary technology provides a significant competitive advantage that can be used in a merger and can be scaled on the business’s current structure.

Reference

Flippa. (2025). Ghost Ventures AI.We build automated sales systems to help scale financial advisors with AI-driven automation & high intent lead generation. Flippa.com

Jared Lauber is an experienced M&A advisor at Flippa.com, with four years of expertise in the digital mergers and acquisitions space. Successfully facilitating over 200 transactions, contributing to more than $80 million in business value transactions totalling $38,950,922

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