9 Investment Training Business Success Stories [2024]
Want to demystify the world of finance for others while building a profitable venture? Start an investment training business. This enterprise involves educating individuals on effective investment strategies, understanding financial markets, and making informed decisions to grow their wealth.
You can offer online courses, webinars, and one-on-one coaching to cater to different learning styles and levels of experience. The demand for financial literacy is growing, and many people are keen to enhance their investment skills but are daunted by where to start.
By focusing on creating comprehensive and accessible content, you can tap into this expanding market. Whether it's via YouTube channels, podcasts, or specialized membership sites, the avenues are myriad for reaching your audience. Capitalize on the increasing interest in investing and become a trusted guide in helping others navigate their financial journey.
In this list, you'll find real-world investment training business success stories and very profitable examples of starting a investment training business that makes money.
1. Equity Residences ($7.2M/year)
Equity Platinum Fund with a goal of raising $50 million to acquire a portfolio of twenty luxury vacation homes. Currently, we have over 200 investors and $40 million under management. Our focus is on providing investors with access to a portfolio of luxury vacation homes for personal use and as an investment, while also generating income through rentals and appreciation over time.
How much money it makes: $7.2M/year
How much did it cost to start: $2.5M
How many people on the team: 4
Equity Residences is a luxury real estate investment fund that has raised $40 million from over 200 investors, offering them access to a portfolio of luxury vacation homes for investment and personal use, with a minimum investment of $161,500 and plans to acquire a further twenty residences ranging from $1.5M to $4M.
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 money it makes: $3M/year
How much did it cost to start: $5K
How many people on the team: 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.
3. Bcombinator ($1.2M/year)
Bcombinator was co-founded by an entrepreneur with 20+ years of experience and a successful track record of creating and scaling startups. The idea for Bcombinator came from the founder's experience teaching entrepreneurship and their desire to create a comprehensive startup incubation program that combines mentoring, networking, investment, and other support services. Since its launch in 2017, Bcombinator has worked with over 100 entrepreneurs and launched approximately 25 startups.
How much money it makes: $1.2M/year
How much did it cost to start: $3K
How many people on the team: 10
Learn how Bcombinator, a startup incubator co-founded by a serial entrepreneur with 20+ years of experience, has launched around 25 startups and worked with over 100 entrepreneurs with their incubation, acceleration, mentoring, training, networking, and investment fund programs.
4. Astute Actions Inc ($360K/year)
David Ning accidentally stumbled upon the idea for his personal finance website, MoneyNing.com, when his personal blog started attracting advertisers. He decided to focus on money management because of his passion for the subject, and the site quickly grew to receive 200,000 monthly visitors. Through networking and genuine content, David was able to build a successful business with minimal startup costs and ongoing profitability.
How much money it makes: $360K/year
How much did it cost to start: $10
How many people on the team: 1
MoneyNing.com, a personal finance website that receives 200,000 monthly visitors, discusses how the founder's accidental and passionate interest in tackling personal finance has led to its profitability through advertising, affiliate marketing, and email campaigns alongside insights on building long-form content and networking with the community.
5. Net Net Hunter ($144K/year)
Evan Bleker, an investor and entrepreneur, started Net Net Hunter after struggling to find enough net-nets to fill his personal portfolio. He created a membership community focused on a niche value investment strategy, offering a list of roughly 1000 international net-nets and a community forum for sharing ideas. The business has become a stable cash cow and Evan is now working on another web startup.
How much money it makes: $144K/year
How much did it cost to start: $1K
How many people on the team: 5
This case study is about a successful entrepreneur who created Net Net Hunter, a membership community focused on a niche investment strategy that now earns $12k per month by providing a list of roughly 1000 international net-nets and filter through them by hand to identify the top 40 or 50 to focus research efforts on, and has since moved on to creating a new start-up project.
6. 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 money it makes: $120K/year
How much did it cost to start: $13K
How many people on the team: 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.
7. Mythic Markets ($90K/year)
Joe Mahavuthivanij, the co-founder and CEO of Mythic Markets, came up with the idea for his business when he realized the growing value of pop culture collectibles, like Magic: The Gathering cards. After his own card collection was stolen, he recognized the potential in tokenizing these assets and making them accessible through fractional investing. With the excitement around blockchain and cryptocurrencies in 2017, Joe and his co-founder decided to adapt the concept to a more established regulatory framework, leading to the creation of Mythic Markets.
How much money it makes: $90K/year
How much did it cost to start: $3K
How many people on the team: 3
Mythic Markets is an investing platform that turns high-value, geeky assets into stocks that almost anybody can buy, with 123 investors participating in their $90,000 Black Lotus IPO.
8. Up The Gains ($67.2K/year)
While deep in debt, Sammie Ellard-King had a spark during a candid conversation with friends in Vietnam; months later, he'd self-taught his way to financial freedom and launched 'Up the Gains,' aiming to demystify personal finance for beginners.
How much money it makes: $67.2K/year
How much did it cost to start: $25K
How many people on the team: 3
Up the Gains Founder Sammie Ellard-King managed to turn a side hustle from her spare bedroom into a profitable content site in the crowded personal finance market, growing from zero to 44k page views monthly in under a year, with current revenue levels at £4.5k profit per month and forecasting £147,000 in revenue over the next 12 months.
9. Busy Living Better ($62.4K/year)
Noah Riggs, the founder of Busy Living Better, came up with the idea for his business after realizing the potential of making money online through blogging. With a background in SEO and a desire to help others live their best lives, Noah started offering SEO consulting services and created a website focused on providing valuable content and resources. Through hard work and dedication, Noah has been able to attract and retain clients by mastering his skills and consistently providing value.
How much money it makes: $62.4K/year
How much did it cost to start: $350
How many people on the team: 1
How Noah Riggs Started a $5k/month SEO Consulting and Blogging Business, using his past experiences to fuel his drive and learning new skills to grow his business, which now generates between $5,500 to $6,500 per month.
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Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
