Investment Company Name Generator & Ideas

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Investment Business Name Ideas

BizNameWiz Writer
Tips from Craig

For my name ideas, I focused on creating names that appeal to customer values using words like: Value, Royal, Platinum or Stable. A business name that lets your customer know what solutions you provide or the core values your business hold is a great way to make your business appear trustworthy and relevant.

Here are a few name ideas I came up with:

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BizNameWiz Writer
Tips from Kate

A great way to make a memorable business name is to use rhythm or alliteration, these types of business names sounds great and are extremely brandable. For example, some names could be: Royal Ratings, Stable Savings, Enhanced Equity or Added Assets.

With that in mind, here are more business names I came up with:

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BizNameWiz Writer
Tips from Marcus

When developing your business name, it’s useful to do a competitor analysis. Dissect and understand why their business name works for them and how you can use those techniques in your own business name. Some of the top Investment Firms are Wells Fargo, Bank of America Global Wealth and Investment Management, Citigroup or JP Morgan Private Bank.

Generate more unique name ideas

BizNameWiz Writer
Tips from Sandra

When deciding on the perfect business name, don’t forget to get feedback on your ideas from potential customers! Be sure to ask questions like: Does this sound like a trustworthy business?, What quality of product or service would you expect to get from this business? Does the answers align with your business goals? That said, here are some name ideas to help you create the perfect business name:

Tips for naming an Investment Business

BizNameWiz Writer

by Craig M.
Branding Specialist at

Let’s be realistic. Developing a company name for any business is hard work. Putting in the extra work alone will not get you the perfect investment name; you need to stir up your creative side too.

The investment industry is broad and multi-faceted. There are hundreds of trillions of dollars under the control of investment companies all over the world. Breaking into the investment industry because of its sensitive nature requires trust. People need to trust their brand. One simple way you can command trust is through your company name. For example, an investment company name ‘Fidelity’ wins the trust of the customers. Other tips to help you develop the perfect investment company name include:

Keep it Simple – A simple name has a stronger appeal to your customers than a difficult name. Keep your investment company name simple; try to stay away from technical investment terms that your audience can not understand.

Seek the Opinion of Others – Before launching your new investment company name in public, ask for opinions about the names of your close friends, families, neighbors, and even total strangers. They will offer a more objective view than you are currently viewing.

Relatability – This quality goes hand in hand with the first tip, ‘Keep it Simple.’ Your audience should be able to relate your investment company name to investment instantly. ‘Future Advisor’ is a relatable name; one can easily relate it to an investment company.

Investment Business name analysis

If you’re still stuck on creating some name ideas, here’s a breakdown of some of the top brands and businesses in the industry. Here I’ll explain why the name works for that company, and how the name appeals to customers. What’s more, a few more team members from BizNameWiz have added their name ideas below aswell!


The name ‘Fidelity’ is a well-known banking and investment concept which means continued loyalty and support. It communicates that the company is trustworthy, a virtue people look for when choosing an investment company. There is more to building and winning the trust than a name; however, the perfect company names the attention you need from your audience. It sends the right message about your company to potential customers and encourages them to consider your company.

Future Advisor

The name uses two investment-related concepts ‘Future’ and ‘Advisor’ to strike a chord with potential customers. Everyone who wants to invest in any field is thinking about the future, whether long-term or short-term. Also, they are looking for an Investment Advisor to help them find rewarding or smart investment opportunities.  The name ‘Future Advisor’ is meaningful; anyone who hears the name can instantly understand what the company is about.


The name is simple and relatable. It uses an investment term ‘Coin’ that refers to money. Coinbase has a nice sound to it; it is marketable and easy to remember by its audience.

Gold Bricks

The name ‘Gold Bricks’ is a great name for an investment company. It uses two nice concepts that instantly sticks to its audience. ‘Gold’ refers to the wealth opportunities one can get from investing, while ‘Bricks’ shows the investment building process.

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Eliana Nunez
Eliana Nunez
1 year ago

Stock, Bonds and Beyond; Invest Coach; Financiers