8 Financial Consulting Business Success Stories [2022]

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.

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.

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 ➜

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 ➜

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.

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 ➜

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!

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 ➜