Financial Services Startup Businesses

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.

Click here to see "Financial Services business opportunities".

Franchise Consulting

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

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

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.

Wealth Management

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.

Tax Preparation Service

Tax Preparation Business Idea

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?

Investment Banking Services

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.

Debt Collection Agency

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.

Explore the Financial Services Industry Today

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.

Sort by

The Loan Consultants

Become a successful financing specialist by joining the nation's oldest and largest business opportunity in the industry. The Loan Consultants business opportunity is recession proof, offering the product everyone needs - money. Establish your respected position in finance with our easy to follow and proven business model.

$13,800 Min Cash Required

Trusted Advisors Network

If you are interested in starting or expanding your consulting or coaching practice, we want to help you Trusted Advisors Network has over 40 years of experience in the coaching and consulting industry and helping professionals successfully launch their businesses.

$20,000 Min Cash Required

Purchase A Franchise Using Your Retirement Plan

This is NOT a franchise or business opportunity. This is a service offered to those seeking to purchase a franchise or business using their retirement funds without having to pay the taxes and penalties. You can purchase a franchise or traditional business with a tax qualified retirement plan such as an IRA, 401(k), 403(b), 457(b), SEPs and others.

$30,000 Min Cash Required

Minuteman Press

Minuteman Press is an essential B2B print & marketing franchise that has remained open through Covid-19. Our customer service driven business model provides digital print, design and promotional services to businesses. Learn more today about how you can achieve you financial goals while helping other businesses grow.

$70,000 Min Cash Required

Blue Coast Savings Consultants

There is NO better business model that is designed to excel in inflation, recession, and uncertain times. We help you create the ultimate MONTHLY cash flow for years by helping companies save money when they need it. Buy a SMARTER business model, especially NOW.

$50,000 Min Cash Required

The Lending Network

Own a National Lending & Financial Services Business. Serious Inquiries Only: We are only accepting individuals who have at least 20,000 cash to invest (please note - we do not provide loans or grants) and are ready to get started within the next 30 to 60 days. Join a Success Culture where individuals like yourself excel and create wealth. Get started today

$20,000 Min Cash Required

View All in Virginia

This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Review our cookies information for more details.

We are asking for your phone number so the businesses you have requested more information from can call/text you to chat with you more about their opportunity. We do not share your phone number with anyone other than the specific businesses you are interested in learning more about.