If your passion lies in the financial services industry, you’re in luck. In 2022, the U.S. financial services industry was valued at roughly $4.85 trillion. The numbers don’t lie, and it’s easy to see how a startup in this industry can be lucrative. But, the trick is choosing the right business plan for your community.
If your passion lies in the financial services industry, you’re in luck. In 2022, the U.S. financial services industry was valued at roughly $4.85 trillion. The numbers don’t lie, and it’s easy to see how a startup in this industry can be lucrative. But, the trick is choosing the right business plan for your community.
If you’re ready to get started, read on to discover ten financial services startup ideas. Afterward, keep all these options at your fingertips with our free Small Business Startup app—available for both Apple and Android.
Franchising has always been a valuable part of the American economy. In fact, in 2019, the franchising industry recorded an output of roughly $787.5 billion—and franchising consultants are at the center of it all. With more and more people aspiring to become their own boss, running a franchise consulting firm is both rewarding and lucrative. After all, there’s nothing quite like witnessing an aspiring entrepreneur achieve their dream of owning their own business. You’ll help match your clients with the best franchise brand for them and may even assist them in securing the capital needed to own and operate that business.
Brokerage services can be an excellent way to start up a financial business while enjoying the comforts of working from home. Running a business centered on brokerage services provides a lot of freedom regarding what you choose to offer clients. Your services could include anything from insurance services to investment management. As a whole, the market size for brokerage services varies greatly depending on the niche that you offer. For example, the Real Estate Sales & Brokerage industry—when measured by market size and revenue—was valued at $226.8 billion in 2022.
Financial advisors are tasked with managing all aspects of their client’s financial world, from retirement planning to estate planning to savings and investing. They are responsible for more than just suggesting investment choices or selling financial products. An Advisor will assess a client's financial status and understand their financial goals, ultimately, tailoring a plan to achieve those goals.
If you’re thinking about launching your own financial advisory firm, we have great news for you. In 2020, the global financial advisory services market was valued at $79.4 billion, but the good news doesn’t stop there. By 2030, the market is projected to reach a value of $135.6 billion. With numbers like that, it’s easy to understand why a certified financial planner (CFP) may want to start planning a transition to independence.
If you’re a financial advisor searching for a niche, wealth management may be very well worth your time. According to Forbes, wealth management is regularly the most profitable business model adopted by financial advisors, and countless data and statistics show that customer demand for wealth management is growing by the day. This industry is predicted to surge with expected revenues of $254 billion by 2030.
Starting a tax preparation business can be extremely lucrative. Following this business plan, many professionals enjoy the freedom of part-time hours along with additional income. As a tax professional, you already know the busiest time of the year! With that said, it’s no surprise to us that many tax preparers make $30,000 to $100,000 in 90 days or less. Why not cut out the middle-man and make a larger profit yourself?
The customer base in investment banking services is vast and the opportunities are endless. Services in the industry include everything from financial advisory and brokerage services for large corporations to underwriting public offerings, mergers & acquisitions (M&A), and more. With so many opportunities to explore in this industry, it’s easy to understand the appeal and freedom that comes with owning a boutique investment firm.
When it comes to the financial services industry, debt collection is often forgotten. However, before you brush this idea aside, keep in mind that creditors often pay their collector between 25% and 50% of the amount collected. Collection agencies often have a very broad focus ranging from credit cards, medical, automobile loans, and more. With such a high-profit margin and broad market, it’s easy to understand why this industry is so lucrative.
Using your financial experience to start your own business is an exciting opportunity, and we know you’re probably eager to get started. But, remember to take your time to explore all your options. You may also want to consider business opportunities that won’t require you to do all the heavy lifting alone.
While you always have the “opportunity” to start a small business, sometimes, it makes more sense to invest in an opportunity that already exists. These are called “Franchise Opportunities.” If you’re ready, explore the financial service franchises, below! And, remember to download the free Small Business Startup app to keep all these opportunities at your fingertips—available for both Apple and Android.
Generate 6.9 million in annual revenue with Americas most-awarded staffing and recruiting franchise. Our network of independent, locally owned franchise offices delivers staffing solutions that matter: temporary, temp-to-hire, direct hire, and on-premise workforce services that connect more than 3,000 businesses with exceptional talent every day. Advance your goals empowered by our vibrant, supportive corporate team and franchise community.
Enviro-Master is a commercial cleaning franchise specializing in deep-cleaning, sanitization, and health-focused services that go far beyond standard janitorial work. With low overhead, no storefront required, and recurring revenue through service contracts, this scalable opportunity is ideal for growth-minded entrepreneurs. Franchisees receive robust support including business coaching, marketing, lead generation, and national account access.
Mister Sparky franchisees average 3.7M* in gross revenue, with top operators exceeding 73M*. No electrical experience required - just the drive to own a business backed by America's 1 ranked electrical services brand & nearly 30 years of proven systems, training, and support. Joining the Mister Sparky family means that youll retain 100 ownership of your business while receiving the benefits of a large company. *Refer to Item 19 of the 2026 Mister Sparky Franchise Disclosure Document (FDD).
More than just a business opportunity. Own a profitable business in one of the least saturated industries in the country even if you have no experience. The thousands of people who win law suits daily are all your potential customers. 80 of people that lose in court dont pay the money they were sued for. Now the winner needs you. You collect the money from the debtors via our efficient, simple and proven methods. You get paid a handsome percentage for collecting. Inquire now to get started.
Be your own boss and own a company that is the first in the restaurant cleaning industry. At Cleanest Restaurant Group you will own a restaurant cleaning service that offers a low investment, low overhead, high earning potential with no direct national competitor in our niche industry. Franchisees will have a large, metro or suburban untouched territory to meet the needs of their local clients.
Prime Senior Placement's focus is finding the perfect retirement community for seniors. Every day in the United States, 10,000 people turn 65 and the number of older adults will more than double over the next several decades. Learn more about the costs, benefits, and available locations today
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