10 Financial Consulting Business Success Stories [2023]

10 Financial Consulting Business Success Stories [2023]
Start A Financial Consulting Business

Financial consulting is a business that helps individuals and businesses manage their financial affairs. Managing financial affairs include creating financial plans, analyzing financial data, and advising investment and financial decision-making.

To start a financial consulting business, you will need a strong understanding of financial principles and practices and excellent communication and problem-solving skills. You may also need to obtain necessary licenses or certifications, such as a Certified Financial Planner (CFP) designation.

To start the business, you must create a business plan, establish a business structure (such as a sole proprietorship or LLC), and identify your target market. You may also need to secure financing and create a marketing plan to attract clients. It is also important to network with other professionals in the financial industry and stay up-to-date on the latest trends and developments in the field.

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 about 10 years ago.

$12K / month
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.


2. ProjectionHub ($312K/year)

Adam Hoeksema (from Indianapolis, IN, USA) started ProjectionHub almost 11 years ago.

$26K / month
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.


Learn more about starting a financial consulting business:

Where to start?

-> How much does it cost to start a financial consulting business?
-> Pros and cons of a financial consulting business

Need inspiration?

-> Examples of established financial consulting business

Other resources

-> Financial consulting business tips
-> Financial consulting business calculator

4. 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 over 13 years ago.

$24K / month
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.


Read the full article on sidehustlenation.com ➜

5. 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 about 11 years ago.

$1.83M / month
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.


Read the full article on growandconvert.com ➜

6. 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.

$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.

7. 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 about 9 years ago.

$3.14M / month
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.


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

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 about 7 years ago.

$21K / month
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+.


Read the full story on forbes.com ➜

9. 2X ($420K/year)

Austin Netzley is the founder of 2X and author of the updated book, From 6 to 7 Figures. Top 3 Value Bombs: 1. A big key to success is not as sexy as a lot of gurus out there talk about. Think about operational excellence, turning your business into a machine that can thrive without you. if you take that perspective, it’s going to lead to a very healthy business. 2. Make sure to make the strategic decisions on how you’re going to be different, how you’re going to solve real problems, and who your customer is. It will make your entrepreneur life much easier. 3. Systems make things much more repeatable, consistent, and not reliant on you. Get A FREE Copy Of The Updated & Expanded Book! Get The Book 100% FREE (Limited-Time Only) - Sponsors: : Learn how to grow better by connecting your people, your customers, and your business at ! : Looking for a business coach? Make this a summer to remember and schedule your free consultation today with Clay Clark, a former SBA Entrepreneur of the Year, at !

Austin Netzley (from Los Angeles, California, USA) started 2X about 5 years ago.

$35K / month
1 founders / 15 employees

Case Study

Austin Netzley is a best-selling author, entrepreneur, and investor. He is the Founder and CEO of 2X, a firm that specializes in assisting busy entrepreneurs in implementing the procedures and strategies required to develop their businesses and become successful CEOs.

In addition, Netzley is a former collegiate athlete and the #1 international bestselling author of "Make Money, Live Wealthy," which has been downloaded and sold over 60,000 times.

Netzley and 2X have assisted customers in generating more than $172 million and counting while participating in the 2X coaching programs in less than two years.

They give training, proven structures and processes, accountability, and hands-on coaching to help their clients reach their full potential and build a stronger, greater business, impact, and income.

Netzley has appeared on several of the world's most popular business websites, including Entrepreneur, Yahoo!, BusinessInsider, The Washington Post, and others.


Listen to the full podcast on eofire.com ➜

Pat Walls,  Founder of Starter Story
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