12 Investment Consulting Business Success Stories [2024]
Looking to make wise financial decisions your main gig? Consider starting an investment consulting business. In simple terms, investment consulting involves advising clients on how to manage, grow, and protect their financial assets.
This business is all about offering tailored investment strategies, building client relationships, and staying on top of market trends. It's a field that requires not just financial expertise, but also a keen ability to communicate complex information in an accessible way.
For those passionate about finance and eager to guide others to financial success, this could be an incredibly rewarding venture. With the growing demand for personalized financial advice, there's ample opportunity to carve out a niche and build a thriving consultancy. Want to turn your financial savvy into a successful business? Investment consulting could be your calling.
In this list, you'll find real-world investment consulting business success stories and very profitable examples of starting a investment consulting business that makes money.
1. The Good Life Companies ($24M/year)
Founder Conor Delaney came up with the idea for Good Life Companies after realizing the need for a comprehensive financial services organization that catered to independent financial advisors. The business started as a service-oriented entity offering client transition services, but quickly expanded to include real estate, marketing support, administrative services, and more. The company's unique approach and ability to adapt to advisors' needs have allowed it to attract and retain customers successfully.
How much money it makes: $24M/year
How much did it cost to start: $500K
How many people on the team: 60
How one financial services company, Good Life Companies, went from a multi-faceted service organization to a nationally recognized brand with $25 million in revenue, averaging 50-75% growth per year, by providing independent financial advisors with the support, infrastructure, and real estate necessary to operate their practices and meet all needs, along with investing in marketing strategies and expanding their offering to multiple broker-dealer channels.
2. Equity Residences ($7.2M/year)
Equity Platinum Fund with a goal of raising $50 million to acquire a portfolio of twenty luxury vacation homes. Currently, we have over 200 investors and $40 million under management. Our focus is on providing investors with access to a portfolio of luxury vacation homes for personal use and as an investment, while also generating income through rentals and appreciation over time.
How much money it makes: $7.2M/year
How much did it cost to start: $2.5M
How many people on the team: 4
Equity Residences is a luxury real estate investment fund that has raised $40 million from over 200 investors, offering them access to a portfolio of luxury vacation homes for investment and personal use, with a minimum investment of $161,500 and plans to acquire a further twenty residences ranging from $1.5M to $4M.
3. Contrarian Thinking ($3M/year)
Contrarian Thinking is a premium membership community that teaches people how to add cash-flowing income streams to their portfolios and achieve financial freedom.
Codie Sanchez, the founder of Contrarian Thinking, came up with the idea for her business after experiencing numerous career changes and realizing that money was the key to solving problems. After working in finance and investing, she decided to blend her love for writing, investing, and teaching others to create a company that helps people achieve financial freedom. Through her premium membership community, Contrarian Cashflow, she teaches members how to add more cash-flowing income streams to their portfolios and build the life they have always dreamed of. With over 100,000 newsletter subscribers, a community of 1.5 million people, and a run rate of $3 million this year, Contrarian Thinking is empowering individuals to challenge the status quo and shape their own destinies.
How much money it makes: $3M/year
How much did it cost to start: $5K
How many people on the team: 4
Contrarian Thinking is a premium membership community that teaches its 1.5 million members how to implement cash flow strategies to achieve financial freedom, with a current run rate of $3 million and a goal of $50 million ARR in five years.
4. Real Life Trading ($1.92M/year)
Jerremy Alexander Newsome came up with the idea for Real Life Trading after finding the stock market education he received in college to be lacking. He wanted to create a fun and positive environment where people could learn about the stock market through real-life lessons. By offering 99% of his education for free and providing premium services through live events and coaching, Real Life Trading has generated over $4 million in revenue and expanded to different countries. They also donate hundreds of thousands of dollars to charitable causes each year.
How much money it makes: $1.92M/year
How much did it cost to start: $4K
How many people on the team: 19
Real Life Trading is a global stock market mentorship business generating over 4 million in revenue, with a mission to enrich lives; the "freemium" model allows for 99% of education to be totally free, attracting global customers, and with a goal of using their success to donate hundreds of thousands of dollars a year to fantastic charitable causes.
5. Eqvista ($720K/year)
a SaaS company, we rely heavily on cloud services like AWS (Amazon Web Services) for hosting our platform and managing user data securely. We also use Intercom for customer support and communication, as it allows us to have real-time conversations with our clients and respond to their inquiries promptly. Additionally, we utilize various SEO tools like SEMrush to optimize our website's visibility and improve our organic rankings on search engines. Overall, these tools have played a crucial role in helping us streamline our operations and deliver a seamless user experience to our customers.
How much money it makes: $720K/year
How much did it cost to start: $30K
How many people on the team: 15
Eqvista is a business incorporation service provider that offers sophisticated equity management software and 409A valuations to help companies, investors, and shareholders track and manage equity, with over 6,500 companies currently using their platform.
6. FMTM LLC ($614K/year)
In 2018, David Pere started a blog to document his journey as a military real estate investor and improve his writing skills. As the blog gained traction, he expanded it into a full-blown brand, offering free content, courses, and a mastermind group. Since its launch, the mastermind group, priced at $100/month, has attracted 161 members, generating impressive recurring revenue of around $10,000/month.
How much money it makes: $614K/year
How much did it cost to start: $15K
How many people on the team: 4
David Pere built the largest Military Real Estate Investing community, From Military to Millionaire, with over 200 students enrolled in his courses since launch and a War Room REI Mastermind group generating $10,000/month, through consistency in producing engaging content across various platforms and providing a valuable community experience by leveraging his relatability and maintaining a successful moderation strategy.
7. Net Net Hunter ($144K/year)
Evan Bleker, an investor and entrepreneur, started Net Net Hunter after struggling to find enough net-nets to fill his personal portfolio. He created a membership community focused on a niche value investment strategy, offering a list of roughly 1000 international net-nets and a community forum for sharing ideas. The business has become a stable cash cow and Evan is now working on another web startup.
How much money it makes: $144K/year
How much did it cost to start: $1K
How many people on the team: 5
This case study is about a successful entrepreneur who created Net Net Hunter, a membership community focused on a niche investment strategy that now earns $12k per month by providing a list of roughly 1000 international net-nets and filter through them by hand to identify the top 40 or 50 to focus research efforts on, and has since moved on to creating a new start-up project.
8. Mythic Markets ($90K/year)
Joe Mahavuthivanij, the co-founder and CEO of Mythic Markets, came up with the idea for his business when he realized the growing value of pop culture collectibles, like Magic: The Gathering cards. After his own card collection was stolen, he recognized the potential in tokenizing these assets and making them accessible through fractional investing. With the excitement around blockchain and cryptocurrencies in 2017, Joe and his co-founder decided to adapt the concept to a more established regulatory framework, leading to the creation of Mythic Markets.
How much money it makes: $90K/year
How much did it cost to start: $3K
How many people on the team: 3
Mythic Markets is an investing platform that turns high-value, geeky assets into stocks that almost anybody can buy, with 123 investors participating in their $90,000 Black Lotus IPO.
9. Y2 Lending ($84K/year)
Eugene was laid off from his tech job in the summer of 2022. While going back to corporate would give him the required financial standing, he didn't want to be miserable again. Finally, he pulled the trigger and opened a HELOC.
How much money it makes: $84K/year
How much did it cost to start: $0
How many people on the team: 0
Real estate lender and investor, Eugene Nilus, discusses launching his private and hard money lending business, which has been making between $6,000-$9,000 a month since opening, sharing tips on networking, attracting customers, and building trust, with the goal of scaling to lend 100 million dollars by 2024.
10. Up The Gains ($67.2K/year)
While deep in debt, Sammie Ellard-King had a spark during a candid conversation with friends in Vietnam; months later, he'd self-taught his way to financial freedom and launched 'Up the Gains,' aiming to demystify personal finance for beginners.
How much money it makes: $67.2K/year
How much did it cost to start: $25K
How many people on the team: 3
Up the Gains Founder Sammie Ellard-King managed to turn a side hustle from her spare bedroom into a profitable content site in the crowded personal finance market, growing from zero to 44k page views monthly in under a year, with current revenue levels at Β£4.5k profit per month and forecasting Β£147,000 in revenue over the next 12 months.
11. Startup Story Private Limited ($60K/year)
Anil Bakshi and Animesh Shukla founded Startup Story to help aspiring entrepreneurs gain credibility and visibility in the market. Recognizing that 90% of startups fail due to a lack of team credibility, they provide startup support services and media promotion through brand stories, podcasts, and video interviews. With over 150 inspiring stories and 50k monthly unique visitors, Startup Story is empowering the next generation of entrepreneurs.
How much money it makes: $60K/year
How much did it cost to start: $10K
How many people on the team: 10
Startup Story is a media platform that promotes startups and small businesses through podcasts, live interviews, and real-life stories, with over 150 stories covered and a monthly traffic of 50k unique visitors.
12. Konto-Kredit-Vergleich.de ($24K/year)
Sascha, a mechanical engineer with a passion for finance, started Konto-Kredit-Vergleich.de, a German finance blog specializing in loans, banking accounts, and car leasing. After struggling to gain traction for 18 months, Sascha had a breakthrough when he published an article during the beginning of the COVID-19 crisis, which led to a significant increase in daily readers. Today, the blog generates a monthly income of over $2,000 USD.
How much money it makes: $24K/year
How much did it cost to start: $0
How many people on the team: 0
German finance blog founder Sascha shares how he turned his website into a monthly 2,000 USD income with minimal social media and no ads, by creating high-quality content that solves real-world problems for readers in areas like loans, banking accounts and car leasing, and leveraging affiliate marketing.
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Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
