12 Financial Consulting Business Success Stories [2023]

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 ➜

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 ➜

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 ➜

My name is Alexandre Abu-Jamra. I'm a Brazilian tech entrepreneur and I run K-Looks. The business is specialized in organizing unstructured financial data, probably the most unstructured type of data around. Basically, we find and turn corporate financial statements (pdf files that are very messy from a structural point of view) into standardized indexed data with "post-OCR" processing.

We service some of the main Brazilian financial institutions such as Caixa, Citi, and ABC. Also, we are the official data provider to some of the largest global financial data players. Our revenues in 2022 were $600k with triple-digit annual growth in the last 3 years.

Daniel Massimino is an Italian serial entrepreneur, venture capitalist, and technologist. He is the founder and CEO of The Credit Connection, a company that provides credit services and business financing.

He grew up in South Park, Pennsylvania, and was passionate about helping people and solving problems. His parents instilled in him the values of hard work, positivity, and perseverance. Massimino's father became disabled when he was 12, so he started working at a young age to support his family. He studied finance and economics at Duquesne University and started his first business, MassTech, at 12, selling and repairing cell phones. To date, has successfully grown MassTech into a multimillion-dollar company.

In 2018, he established The Credit Connection to assist consumers in turning loan denials into approvals and help business owners access financing. In 2022, he founded Massimino Ventures, a global private equity venture capital firm based in Pittsburgh.

Believes that the ongoing pandemic has created the perfect opportunity for entrepreneurs to start a business. Credit Connection offers programs to help entrepreneurs start, grow, and scale their businesses.

Massimino Believes that failure and success go hand in hand and that the key is to stay focused and never give up. His parents taught him never to give up despite the circumstances. Starting a business is a challenging but rewarding experience that allows for a sense of freedom.

The Credit Connection Success Story

The Credit Connection assists consumers in turning loan denials into approvals. It helps business owners access financing, and the company offers programs to help entrepreneurs start, grow, and scale their businesses.

It is also noted that he believes that the current economic climate created by the ongoing pandemic is an excellent opportunity for entrepreneurs to start a business and that Credit Connection can help guide them down the path of success.

Some of his marketing strategies may include

• Targeting small business owners and entrepreneurs looking for financing options.
• Utilizing online and offline marketing channels to reach potential customers
• Leveraging personal connections
• Networking to build relationships with potential clients.