5 Stock Investing Business Success Stories [2023]

5 Stock Investing Business Success Stories [2023]
Start A Stock Investing Business

Here are some real life success stories of starting a stock investing business:

1. Ticker Nerd ($48K/year)

Luciano Viterale (from Sydney NSW, Australia) started Ticker Nerd over 2 years ago.

$4K / month
2 founders / 0 employees

Case Study

My name is Luc and I run Ticker Nerd with my close friend and business partner Sam! Ticker Nerd is a monthly subscription service for investors that surfaces and analyzes trending stocks before the hype train arrives. All packaged neatly into our weekly report. We’re currently at $4.5k MRR without spending a single dollar on advertising.


2. TSOH Investment Research Service ($192K/year)

Alex Morris (from Davie, FL, USA) started TSOH Investment Research Service almost 2 years ago.

$16K / month
1 founders / 1 employees

Case Study

My name is Alex Morris, and I run the TSOH Investment Research service. Before launch, I spent a decade working in the investment advisory (RIA) business as an equities research analyst. Years of experience in the RIA business helped me to see, firsthand, how much of finance is shrouded with a somewhat false sense of expertise, as well as the overwhelming influence of the advisors’ / investment managers’ incentives (retaining / growing AUM and sustaining a large recurring fee base), which leads to questionable long-term decision-making. With my service, I provide complete transparency into the investment philosophy, research process, and long-term outcomes of an experienced equities analyst and CFA Charterholder.

The research service has grown steadily over the past 13 months; as of May 2022, it now generates ~$17,000 per month in subscription revenues (after accounting for Substack’s cut).


Learn more about starting a stock investing business:

Where to start?

Need inspiration?

-> Examples of established stock investing business

Other resources

-> Stock investing business tips

4. Max Options Trading ($360K/year)

Max Heaney (from Boca Raton, FL, USA) started Max Options Trading about 3 years ago.

$30K / month
1 founders / 6 employees

Case Study

My name is Max Heaney. I was 30 years old when I started Max Options Trading. My main product is education. I look to help anyone who truly wants to learn stocks, stock options, and technical analysis. My goal has consistently been to teach people the tools and techniques to use within the stock market. One of my mottos is “I do not fish for you, I teach you how to fish so you can make a secondary stream of income”. With this approach, I have been able to educate thousands of my subscribers on stocks and stock options.

We’ve now reached about $24,000/month in revenue with over 400 active monthly members.


Pat Walls,  Founder of Starter Story
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