$2.5M EBITDA Highly profitable / scalable fintech platform in USA

investor profile

November 14, 2025

by an investor from University of Pennsylvania - The Wharton School in Claremont, CA, USA

The market for forgotten 401(k) accounts is estimated at approximately $2.1 trillion, spread across about 31.9 million accounts as of July###-###-#### This large number of lost accounts is driven by frequent job changes, the difficulty of managing multiple retirement plans, and outdated contact information. As the market leader, the company with its proprietary technology helps users locate forgotten 401(k) accounts. Currently, more than 800,000 new users each quarter pay to access the company’s search service. The founders are open to selling the company to a buyer capable of expanding the business into B2B offerings and other adjacent markets.
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Reply by a searcher
from Stanford University in Brooklyn, NY, USA
Hi Michael, would love to discuss. Please send me a message and we can connect.
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