8 Financial Consulting Business Success Stories [2022]

8 Financial Consulting Business Success Stories [2022]
Start A Financial Consulting Business

Here are some real life success stories of starting a financial consulting business:

1. Net Net Hunter ($144K/year)

Evan Bleker (from Jackson) started Net Net Hunter almost 10 years ago.

Revenue
$12K / month
Team
1 founders / 5 employees

Case Study

My name is Evan Bleker, I’m an investor and entrepreneur. I started a company called Net Net Hunter, a membership community focused on a niche value investment strategy. The core of the strategy is buying cheap stocks, incredibly cheap stocks.

We now offer a list of roughly 1000 international net-nets and filter through them by hand to identify the top 40 or 50 to focus our research efforts on. Along the way, I’ve collected a lot of bits and pieces written about net investing and packaged them into a learning resource. We added a community forum to share ideas and help members connect. This has been very popular. Investment analysis came later.

how-i-started-a-12k-month-investment-membership-community

2. ProjectionHub ($240K/year)

Adam Hoeksema (from Indianapolis, IN, USA) started ProjectionHub over 10 years ago.

Revenue
$20K / month
Team
2 founders / 3 employees

Case Study

Hello! My name is Adam Hoeksema and I am the Co-Founder and CEO of ProjectionHub. We help entrepreneurs create financial projections to raise capital from investors, lenders, or simply for internal planning.

What started in 2012 as a side hustle between two brothers ages 23 and 17, now generates over $20,000 per month in revenue.

i-grew-my-spreadsheet-templates-side-hustle-into-a-240k-year-business

3. The College Investor ($288K/year)

From a $10,000 a month “blog” to a 7-figure “Media Company” — a lot can happen in six years. Today’s guest is one of my most important real and virtual online business mentors — I’m always trying to pay attention and keep an eye on what Robert Farrington from TheCollegeInvestor.com is up to. Fun f…

Robert Farrington (from El Cajon, CA, USA) started The College Investor about 13 years ago.

Revenue
$24K / month
Team
1 founders / 2 employees

Case Study

Robert Robert Farrington is the sole founder of The College Investor and in 2009 he build this online media company to help out students.

In order to begin creating true wealth for the future, The College Investor is on a mission to assist you in getting out from under your student loan debt. In early 2016, Robert was still working full-time at Target while his side hustle was making $10k per month. He grew this business little by little and currently he earns around 24K/month from The Collge Investor.

His website offers information on student loans, taxes, tax software, investing, insurance, and budgeting and has over 1 million monthly visitors.

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Read the full article on sidehustlenation.com ➜

4. ProfitWell ($22M/year)

Before he announced the sale to the world, Patrick Campbell said he wanted to come on Mixergy to explain what happened. This is the story of how he bootstrapped Profitwell, where he’s going to spend the money he made and why he’s in Puerto Rico.

Patrick Campbell (from Boston, MA, USA) started ProfitWell almost 11 years ago.

Revenue
$1.83M / month
Team
1 founders / 85 employees

Case Study

In 2012, Patrick Campbell founded ProfitWell - a software platform that focuses on positioning, marketing analytics, and saas metrics.

  • Profitwell has an annual revenue of $22M.
  • Its products are used by over 30,000 companies, such as Canva, Autodesk, and more, to monitor and automate the growth of their subscription revenues.
  • Paddle has acquired Profitwell for $200M in cash and equity.

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Read the full article on growandconvert.com ➜

5. Financer ($6M/year)

Johannes founded Financer, a financial comparison site. He manages a remote team in 26 countries and is making +$100k/mo helping people make better decisions.

Revenue
$500K / month

Case Study

Johannes founded Financer, a financial comparison site. He manages a remote team in 26 countries and is making +$100k/mo helping people make better decisions.

6. LendingPoint ($37.7M/year)

Subscribe: https://www.youtube.com/c/NathanLatkawatchLendingPoint CEO Tom Burnside: AI-Driven CreditTech lending... Visit them: www.lendingpoint.comSee more ...

Tom Burnside, Franck Fatras, Victor J. Pacheco, and Juan E. Tavares (from Kennesaw, GA, USA) started LendingPoint almost 9 years ago.

Revenue
$3.14M / month
Team
4 founders / 258 employees

Case Study

LendingPoint is a financial technology platform that offers financing origination solutions to its e-commerce and point-of-sale partners, lending institutions, and customers.

The company was founded by Tom Burnside, Franck Fatras, Victor J. Pacheco, and Juan E. Tavares in 2014.

To assess a person's creditworthiness, the company uses technology to look at their financial situation, taking into account their credit history, employment history, earning potential, and other information.

In January 2015, LendingPoint introduced its first consumer loan product. LendingPoint announced a $100 million credit facility in October 2015, with money managed by Ares Management's Tradable Credit and Direct Lending groups.

In May 2022, Lending Point announced a partnership with Midland States Bank, a locally-based financial holding company with its headquarters in Illinois.

In Q1 2022, LendingPoint, an AI-driven SaaS credit tech lending platform, surpassed $900 million in new loans.

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Listen to the full podcast on podcasts.apple.com ➜

7. MPI® Unlimited ($0/year)

Curtis Ray is an Arizona native, married with 5 Children, Collegiate Wrestler at ASU, Best Selling Author- "Everyone Ends Up Poor", Inventor of the Financial Strategy MPI, and a Business Owner with Revenues of $75mm. Top 3 Value Bombs: 1. We focus too much on getting home runs, growing, and scaling our business without considering the risks that are in our business. 2. Money does not buy happiness, but it does buy freedom. 3. The most important decision we make has nothing to do with how much money we make, but how efficient we are with the money we make. Get Curtis’ book, Everyone Ends Up Poor!: Why Financial Planning Is All Backwards And How To Fix It - Sponsors: : Learn how to grow better by connecting your people, your customers, and your business at ! : The only chat-based mobile app specifically designed for small business owners to keep payroll easy! Visit to get the Roll by ADP app and get your first 3 months free!

Curtis Ray (from Gilbert, AZ, USA) started MPI® Unlimited almost 9 years ago.

Team
1 founders / 9 employees

Case Study

Curtis Ray is an Arizona native, married with 5 Children, Collegiate Wrestler at ASU, Best Selling Author- "Everyone Ends Up Poor", Inventor of the Financial Strategy MPI, and a Business Owner with Revenues of $75mm. Top 3 Value Bombs: 1. We focus too much on getting home runs, growing, and scaling our business without considering the risks that are in our business. 2. Money does not buy happiness, but it does buy freedom. 3. The most important decision we make has nothing to do with how much money we make, but how efficient we are with the money we make. Get Curtis’ book, Everyone Ends Up Poor!: Why Financial Planning Is All Backwards And How To Fix It - Sponsors: : Learn how to grow better by connecting your people, your customers, and your business at ! : The only chat-based mobile app specifically designed for small business owners to keep payroll easy! Visit to get the Roll by ADP app and get your first 3 months free!

8. Journey To Launch ($252K/year)

In this week’s rewind episode, Co-Work With Me as I discuss unlearning purpose and how to stop letting analysis paralysis keep you from pursuing your side hustle. Check out this episode and others on , , and This episode is brought to you by:  Host and personal finance educator Jamila Souffrant shares practical and tactical ways that you can achieve your dreams of Financial Freedom & Financial Independence. Subscribe and listen to the Journey To Launch podcast wherever you listen to podcasts.  Links mentioned in this episode Click here to subscribe via RSS feed (non-iTunes feed): Announcements Join our Facebook Community If you’re looking for a community of supportive side hustlers who are all working to take our businesses to the next level, join us here: Guest Social Media Info Side Hustle Pro –

Jamila Souffrant (from New York, NY, USA) started Journey To Launch almost 7 years ago.

Revenue
$21K / month
Team
1 founders / employees

Case Study

Jamila Souffrant is the founder of Journey to Launch, a podcast that offers information and tools to help people increase their savings, pay off their debt, and achieve financial independence.

  • Her passion started in 2016 as a personal quest for financial independence.
  • She launched Journey to Launch first as a blog in 2018, where she used to jot down her journey from being broke to achieving economic empowerment.
  • The success of her blog motivated her to launch The Journey to Launch podcasts.
  • The podcast has helped many listeners come out of debt, stop living paycheck to paycheck and build-savings.
  • She received notable media attention in 2018 from outlets like Money Magazine and Insider.
  • The podcast had an exceptional year with over 2 million downloads and a Forbes feature.
  • Journey to Launch has 10K+ email subscribers, a monthly audience, and social research of 150K+.

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Read the full story on forbes.com ➜

Pat Walls,  Founder of Starter Story
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