59 Best Investment Group Names

Investment group employees at a meeting

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.

  1. Up
    6
    Down
    ::

    The Money Matrix

  2. Up
    6
    Down
    ::

    Circle of Trust

  3. Up
    4
    Down
    ::

    Crown Partners

  4. Up
    2
    Down
    ::

    Elite Management

  5. Up
    2
    Down
    ::

    Wealth Array

  6. Up
    2
    Down
    ::

    Panorama

  7. Up
    2
    Down
    ::

    The Complete Source

  8. Up
    1
    Down
    ::

    Investment Guild

  9. Up
    1
    Down
    ::

    Upward Trends

  10. Up
    0
    Down
    ::

    Heritage Partners

  11. Up
    1
    Down
    ::

    Heritage Way

  12. Up
    1
    Down
    ::

    Trending Growth

  13. Up
    1
    Down
    ::

    Tangible Horizons

  14. Up
    1
    Down
    ::

    Investor's Guild

  15. Up
    1
    Down
    ::

    Core Perspectives

  16. Up
    1
    Down
    ::

    Bridge To Gold

  17. Up
    0
    Down
    ::

    Midas Touch

  18. Up
    0
    Down
    ::

    Visions of Wealth

  19. Up
    0
    Down
    ::

    Encore Group

  20. Up
    -1
    Down
    ::

    Celestial Legacy

  21. Up
    -1
    Down
    ::

    Sensible Partners

  22. Up
    -1
    Down
    ::

    The Lucky Penny

  23. Up
    -2
    Down
    ::

    The Bright Path

  24. Up
    0
    Down
    ::

    Arrant Investments

  25. Up
    0
    Down
    ::

    Capital Gains

  26. Up
    0
    Down
    ::

    Integrity

  27. Up
    0
    Down
    ::

    Balanced Ideas

  28. Up
    0
    Down
    ::

    Legacy

  29. Up
    0
    Down
    ::

    Portfolio Partners

  30. Up
    0
    Down
    ::

    Freedom Ventures

  31. Up
    0
    Down
    ::

    Link To Invest

  32. Up
    0
    Down
    ::

    Affirmed Assets

  33. Up
    0
    Down
    ::

    Omni Group

  34. Up
    0
    Down
    ::

    Steadfast Investments

  35. Up
    0
    Down
    ::

    Asset Analysis

  36. Up
    0
    Down
    ::

    First Wave Corporation

  37. Up
    0
    Down
    ::

    Great Expectations

  38. Up
    0
    Down
    ::

    Shamrock Consultants

  39. Up
    0
    Down
    ::

    Money Trail Investments

  40. Up
    0
    Down
    ::

    Blue Skies Securities

  41. Up
    0
    Down
    ::

    Solid Rock Group

  42. Up
    0
    Down
    ::

    The Growth Outlook

  43. Up
    0
    Down
    ::

    Sheer Growth Guild

  44. Up
    0
    Down
    ::

    Vista Visions

  45. Up
    -1
    Down
    ::

    Substantial Ventures

  46. Up
    0
    Down
    ::

    The Total Picture

  47. Up
    0
    Down
    ::

    Diamond Edge

  48. Up
    0
    Down
    ::

    Absolute Odyssey

  49. Up
    0
    Down
    ::

    Wealth Aspects

  50. Up
    0
    Down
    ::

    Color of Money

  51. Up
    0
    Down
    ::

    Royal Management

  52. Up
    0
    Down
    ::

    Investment Architects

  53. Up
    -1
    Down
    ::

    Money Masterminds

  54. Up
    0
    Down
    ::

    Genius Solutions

  55. Up
    0
    Down
    ::

    The Bright Sparks

  56. Up
    0
    Down
    ::

    Wealth Control

  57. Up
    0
    Down
    ::

    The Invest Trek

  58. Up
    -1
    Down
    ::

    Upward Journey

  59. Up
    0
    Down
    ::

    Capital Voyage

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.