59 Best Investment Group Names (Curated & Ranked) + Generator

More than 50% of families in the U.S. have investments in the stock market, with only 14% of those being directly invested in individual stocks.^[1]

More than 16,000 investment groups across the country assist those who choose not to invest individually.^[2]

That number might seem more than sufficient to serve investors. Still, smaller investment groups can pool financial resources, experience, and knowledge in a more personal way to make tailored investment decisions.^[3]

Whether you’re creating a new investment group or rebranding an existing one, finding the perfect name can help you market your group and reflect its mission.

We list nearly 60 ready-to-use investment group names below, plus tips if you’d prefer to come up with your own unique name.

Investment Group Names

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   Circle of Trust

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   Investor's Guild

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   Wealth Array

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   Panorama

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   Portfolio Partners

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   The Money Matrix

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   Heritage Way

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   Elite Management

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   Crown Partners

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    Visions of Wealth

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    Capital Gains

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    Upward Trends

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    Bridge To Gold

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    The Complete Source

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    Midas Touch

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    Investment Guild

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    Upward Journey

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    Omni Group

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    Tangible Horizons

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    Core Perspectives

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    Color of Money

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    Royal Management

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    Investment Architects

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    Genius Solutions

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    Heritage Partners

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    Integrity

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    Encore Group

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    Diamond Edge

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    The Lucky Penny

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    Celestial Legacy

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    Balanced Ideas

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    Absolute Odyssey

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    Money Masterminds

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    The Bright Path

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    Trending Growth

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    Sensible Partners

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    Arrant Investments

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    Legacy

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    Freedom Ventures

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    Link To Invest

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    Affirmed Assets

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    Steadfast Investments

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    Asset Analysis

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    First Wave Corporation

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    Great Expectations

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    Shamrock Consultants

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    Money Trail Investments

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    Blue Skies Securities

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    Solid Rock Group

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    The Growth Outlook

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    Sheer Growth Guild

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    Vista Visions

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    Substantial Ventures

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    The Total Picture

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    Wealth Aspects

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    The Bright Sparks

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    Wealth Control

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    The Invest Trek

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    Capital Voyage

Investment Group Name Generator

How to Create a Great Investment Group Name

Naming your investment group takes careful consideration. You’ll want to choose a name that reflects your purpose, expertise, and trustworthiness.

If none of the options on our list above are quite right for your group, use the following tips to create your own excellent investment group name options:

• Get inspiration from other investment group names. If you get stuck while brainstorming, it can be helpful to look at other investment group names. You don’t want to steal another group’s name, of course, but looking at different groups can help you see what works — as well as what you don’t want to use. When you figure out your naming preferences, it will be easier to create a new and unique name for your investment group.
• Make a list of positive investment terms. Think of terms that directly relate to investing or words that apply to your philosophy as an investment professional, such as integrity. Once you create an initial list of words and phrases you like, you can narrow down your favorites. Use a single word for a bold statement, or choose a meaningful phrase.
• Keep it professional. Humor can be appropriate in some work environments, but since investing puts the client’s money at stake, it’s usually better to choose a name that sounds confident and professional than to choose a funny one. For example, trustworthiness and honesty are popular themes when it comes to investment group names.