7 Investment Training Business Success Stories [2023]

Updated: January 18th, 2023
Start An Investment Training Business

Here are some real life success stories of starting a investment training business:

1. Third Eye Advisors ($120K/year)

Revenue
$10K / month
Team
1 founders / 3 employees
Location
New York, USA

Case Study

My name is Arthur Robertson and you can call me the Investment Educator. I currently run an investment advisory firm, a food truck - Renegade Vegan, founded two non-profits - one focused on financial literacy for the youth and another on real estate while also being a Real Estate Investor.

The start-up costs were approximately $10,000 - $15,000, however; within three months, I was able to recoup those costs from serving clients.

how-i-started-a-10k-month-financial-planning-and-investment-management-company

2. Contrarian Thinking ($72K/year)

Codie Sanchez (from Austin, TX, USA) started Contrarian Thinking over 3 years ago.

Revenue
$6K / month
Team
1 founders / 4 employees

Case Study

I’m Codie Sanchez, and I am the Founder and owner of Contrarian Thinking. Our mission is to free minds and build the bank accounts of our readers. Specifically, we strive to help one million people become financially, philosophically, and physically free.

We currently have over 100,000+ newsletter subscribers and a community of over 1.5 million people across our social media platforms with a run rate of $3m this year.

my-finance-newsletter-community-hit-a-3m-run-rate-this-year

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.

  • Estimated revenue: $6K/month
  • Business rank: #560

Check out their full website ➜

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
  • Business rank: #29.9K

Check out their full website ➜

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!

  • Business rank: #96.3K

Check out their full website ➜

Pat Walls,  Founder of Starter Story
Want to find more ideas that make money?

Hey! 👋 I'm Pat Walls, the founder of Starter Story.

Get our 5-minute email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.

Starter Story
Unlock the secrets to 7-figure online businesses
Dive into our database of 4,418 case studies & join our community of thousands of successful founders.
Join thousands of founders