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.
Panorama
Circle of Trust
Portfolio Partners
Heritage Way
The Money Matrix
Crown Partners
Elite Management
Investor's Guild
Wealth Array
Investment Guild
Upward Trends
Visions of Wealth
Midas Touch
Bridge To Gold
Capital Gains
Integrity
Trending Growth
Tangible Horizons
Core Perspectives
Color of Money
Investment Architects
Heritage Partners
Encore Group
The Complete Source
The Lucky Penny
Money Masterminds
Celestial Legacy
Sensible Partners
The Bright Path
Arrant Investments
Balanced Ideas
Legacy
Freedom Ventures
Link To Invest
Affirmed Assets
Omni Group
Steadfast Investments
Asset Analysis
First Wave Corporation
Great Expectations
Shamrock Consultants
Money Trail Investments
Blue Skies Securities
Solid Rock Group
The Growth Outlook
Sheer Growth Guild
Vista Visions
Substantial Ventures
The Total Picture
Diamond Edge
Absolute Odyssey
Wealth Aspects
Royal Management
Genius Solutions
The Bright Sparks
Wealth Control
The Invest Trek
Upward Journey
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.
89 Best Team Names for Work: Funny, Creative, Catchy, & Cool (Curated & Ranked) + Generator
61 Best Names for Entrepreneur Groups (Curated & Ranked) + Generator
83 Best Leadership Team Name Ideas (Curated & Ranked) + Generator
