7 Investment Training Business Success Stories [2024]
Here are some real life success stories of starting a investment training business:
1. Third Eye Advisors ($120K/year)
Arthur Robertson, the founder of Third Eye Advisors, was inspired to start his investment advisory firm after realizing the lack of financial education and literacy among millennials and Gen X. Coming from a background in finance and with a passion for managing and investing money, he saw the opportunity to provide customized financial planning and investment solutions to millennial business owners in the tech and cannabis industries. Within three months of starting the firm, Robertson was able to recoup his initial start-up costs of $10,000-$15,000 from serving clients.
How much they make: $120K/year
How much did it cost to start: $13K
Current team size: 3
Third Eye Advisors is a boutique Registered Investment Advisor (RIA) providing customized financial planning and investment solutions to millennial business owners, founded by Arthur Robertson with start-up costs of approximately $10,000 to $15,000, recouping those costs within three months of serving clients, while the team is currently expanding and looking for Financial Advisors to come on board in Q4 2020.
2. 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 they make: $3M/year
How much did it cost to start: $5K
Current team size: 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.
Learn more about starting an investment training business:
Where to start?
-> How to start an investment training business?
-> How much does it cost to start an investment training business?
-> Pros and cons of an investment training business
Need inspiration?
-> Examples of established investment training business
-> Marketing ideas for an investment training business
Other resources
4. Contrarian Thinking
Contrarian Thinking, weekly cashflowing investment ideas to build your bank account and increase your income streams.
How much they make: $3M/year
Where they're located: Austin, TX, USA
How much did it cost to start: $5K
Current team size: 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.
5. Wall Street Prep
Take our financial modeling course or investment banking training online to set yourself apart! View our online courses and instructor-led boot camps here.
Website traffic: 560K/month
6. Clever Investor
Real estate investment expert and author Cody Sperber provides free money-making tips on his real estate investing blog, videos and podcasts. Official site!
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
