Investment Management Platform

Investment Management Platform Success Stories [2024]

Pat Walls

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Updated: October 10th, 2024

Considering an investment management platform? This business idea bridges technology and finance, empowering individuals and organizations to optimize their investments. It involves developing a digital platform that enables users to manage their portfolios, track market trends, and make data-driven investment decisions.

By offering features like algorithmic trading, risk assessment tools, and personalized financial advice, this platform can attract a diverse clientele ranging from novice investors to seasoned professionals. Creating such a platform requires a blend of financial expertise, data analytics, and robust software development skills.

Given the increasing reliance on digital solutions for financial management, there's a rising demand for intuitive, user-friendly investment tools. If you're passionate about finance and technology, starting an investment management platform can be a rewarding endeavor, offering both financial benefits and the satisfaction of aiding others in their financial growth.

In this list, you'll find real-world investment management platform success stories and very profitable examples of starting a investment management platform 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 We Started A $2M/Month Independent Financial Advisor Network

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.

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Read by 6,412 founders

2. 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

How I Started A $12K/Month Investment Membership Community

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.

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Read by 7,315 founders