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Wealth Management Software Developer Working Remotely, Swansea
Swansea, Swansea, WalesIdentity protected
Available
About this business
This Swansea company builds and licenses software that financial advisers and small wealth firms use to manage client portfolios, rebalance holdings and produce valuations. It has traded since 2017 and has no office; its 12 staff, mostly developers and support, work remotely. Subscription fees have driven turnover from £1.16m in 2021 to £1.95m, an increase of about 68%, and adjusted EBITDA has risen to £441k. A buyer takes on a growing software product with recurring income and the team that wrote it.
Key investment highlights
- Turnover up about 68% since 2021
- Subscription income from advice firms
- Team of 12, mostly developers
- Net assets of £929k
Reason for sale
The founder is stepping back to concentrate on an early-stage venture in another field.
Nothing flagged on the two questions buyers ask first
No flagRevenue going backwards and one client being too much of it are the two things that end most deals in due diligence. Both are shown here up front, from the figures the seller supplied.
- Revenue directionNo flag
Turnover rose +10.2% in 2026.
- 2021: baseline
- 2022 (+9.8%)
- 2023 (+11.9%)
- 2024 (+11.6%)
- 2025 (+11.3%)
- 2026 (+10.2%)
6 years of turnover, 2021 to 2026, as supplied by the seller.
- Client concentrationNot stated
The seller has not declared what share of revenue the largest clients represent.
No declaration supplied. Client concentration cannot be derived from accounts.
EBITDA margin narrowed from 25.3% in 2021 to 22.6% in 2026.
These are observations from the supplied figures, not a view on whether this business is worth buying. Nothing here predicts an outcome.
Computing valuation...
What happens next
Submit an enquiry to the seller. Once they approve it, you sign a non-disclosure agreement and gain access to the information memorandum, the financials and a secure deal room with the seller.