How To Name Your Investment Business
In the investment industry, an effective name can be the difference between a customer choosing your service over a competitor’s. If you’re looking to venture into this field, our extensive guide on naming new investment businesses can help you find a name that will set you up for success.
The Investment Business Name Generator will be your chief source of inspiration during this process. We suggest trying it out now before continuing with the rest of the tutorial below.
The guide also features numerous examples of great investment company names, tips on how to be unique, and a step-by-step guide to naming your new investment business.
Video Tutorial for Creating Investment Business Names
20 Investment Business Name Ideas
To give you an idea of what the Investment Company Name Generator can do, we’ve compiled 20 of our favorite names from the results. Consider which names catch your eye and remember to try the Hedge Fund Name Generator yourself to see if you can come up with better ones!
- Horizon Ventures
- Accure Wealth
- Delta Investments
- Fortune Real Estate
- Safety Net Assets
- Index Investment
- Capital Savings Co.
- Assurity Investments
- Reliable Funds Group
- Shrewd Savings
- Politic Ventures
- Turbo Investments
- The Growth Group
- Astute Capital
- Ark Funds
- Affinity Investments
- Integrity Assets
20 More Investment Business Name Ideas
- Bridge Trust Investment
- Family Fund Investment
- Capital Gain Management Co.
- Value Added
- Apex Capital Management
- Prime Investment Partners
- Royal Assets
- Stable Growth
- Expo Management Inc.
- Joint Venture Investment
- Enhanced Trust Venture
- Levitas Banking
- Infinite Savings
- Prosperity Investments
- Platinum Fund
- One Direction Consultancy
- GoldBrick Investment
- Rural Fund Investment
- People Capital Funds
Best Real-world Investment Business Business Names
We’ve also put together a competitor analysis of successful investment businesses with great names. For each entry, we’ve explained why the name works.
Below, you’ll find a couple of the biggest companies in the investment business, so you know that they’re doing something right! Have a look and take some ideas forward for your own name.
Vanguard, or The Vanguard Group, is a major American investment management company. The name is derived from the 20th-century British battleship, HMS Vanguard. The word itself refers to being at the forefront of new ideas. The second syllable, “guard”, suggests that the company is a safe bet for investors.
Fidelity is another major player in the asset management field. The use of the word “fidelity”, meaning faithfulness or loyalty, helps to build a sense of trustworthiness. This branding has been key to the success of the company, particularly as it was founded shortly after the Wall Street Crash when trust between investors and brokers was at an all-time low.
Insight Investment is a global investment company headquartered in London. The business uses several predictive strategies and deep “insight” from its asset managers to create minimal-risk investments for its clients. The repeated “In” sound also helps to make the company name more catchy and memorable.
Paramount Group is a real estate investment company with a focus on properties in New York, San Francisco, and Washington D.C. The emphatic adjective “Paramount” connotes authority while the use of the word “Group” suggests that the company draws on the expertise of many different people. Both of these words, therefore, help to make the business seem more reliable to clients.
Victory Capital is an American diversified investment company. This is a fairly simple name: it implies that clients can achieve winning results with their capital when investing with the business. The equal number of letters shared by the two words also makes the name more visually appealing and brandable.
Step-by-step Guide to Naming your Investment Business
If you’re not sure where to begin with your investment business name, look no further than our step-by-step guide! This breaks the entire process down into six simple stages.
1. Select your products and services
While all asset management businesses aim to grow their clients’ investments, the way they go about this can differ significantly. Your first step when starting your new company is to decide which investment services you will provide to customers.
Some of the different types of investment services you can offer include:
Consider the nature of the investment service. For example, a high-risk investment may generate fewer clients.
If you have specific expertise in a certain area, it makes sense to base your business model around it.
2. Identify your mission statement
While selecting your products and services, you should also consider your mission statement and core values. These areas may ultimately influence the types of investment you decide to offer.
For example, the mission of your asset management company could be to help everyday people with no knowledge of the stock market boost their savings with low-expense, minimal-risk investments.
Alternatively, you may target career investors with specialized stocks or funds from emerging markets.
It’s important to establish your target market here, as you need to select a name that speaks directly to that audience.
3. Generate keywords
Based on the results of the first two steps, you can now brainstorm keywords that you would consider using in your business name. Keywords are specific words that relate to your company and capture its values.
Typically in the investment industry, company names can be broken down into two parts and two sets of keywords:
- Targeted keyword – this is a highly specific word that helps the company to distinguish itself from competitors.
- Generic keyword – this is a standard industry term that helps to identify the products or services offered by the company.
The generic keyword can be gathered from step 1. Select a generic word that communicates the investment services offered to customers. For example, “real estate”, “trust”, or even “investments”.
The targeted keyword can be derived from step 2. Explore specific words that capture your company’s values. “Fidelity”, “Victory”, and “Insight” are all good examples from earlier.
4. Shortlist names
Combine targeted and generic keywords to form potential names for your investment business. Look out for combinations that are catchy and concise.
It’s far easier to generate generic keywords compared to targeted keywords. If you’re struggling with targeted keywords, the Investment Business Name Generator offers a great solution.
Insert your generic keyword into the search bar at the top of this page. Once you hit enter, you’ll be able to view dozens of names that use your generic keyword to come up with an original business name.
Use the options on the left of the screen to filter the results of the Investment Company Name Generator based on the number of words, character length, and rhythmic features.
Shortlist a minimum of five names.
5. Conduct market research
It’s now time to evaluate the effectiveness of your shortlisted names using a name testing survey. Get in touch with clients and coworkers and ask them to complete a short questionnaire. If possible, consult professionals in the investment industry for insider knowledge.
Examples of questions you should include on your name testing survey are:
- Is this name trustworthy?
- What values do you associate with this name?
- Is this name professional?
Based on the results, select the name that performs in line with your company vision.
6. Check availability
The final step is to check that your shortlisted name is available to register as a new business.
Firstly, you need to check that it has not already been trademarked by another company. To do this, search the name in the business directory for your region.
Secondly, check that the business name is available to use as a website domain. As investment companies increasingly rely on their online platforms for customer engagement, it’s crucial that your website address is consistent with your business name.
If your selected name satisfies these two checks then congratulations—you have your new investment company name! Otherwise, start again.
5 Tips for Creating Unique Investment Business Name Ideas
Make sure to use these four tips from our branding experts to create investment company names that stand out from the crowd!
1. Focus on targeted keywords
As we’ve already discussed, targeted keywords are your way to differentiate your business from its competitors. Think deeply about specific words that capture your company’s values and appeal to your target audience.
Spend plenty of time planning your targeted keywords so that you can create a brand that can continue to grow over a long period.
2. Consider personal names
One way to distinguish your investment business from others is to incorporate a personal name into the business name. This is common in many major investment companies. Examples include JP Morgan and Charles Schwab.
If you are comfortable using your name in your business title and already have an industry network to build on, this can be an effective strategy.
3. Use rhythmic elements
With investment company names, you may feel that there is limited scope for creativity due to a need to appear professional. This isn’t always the case.
If it can be integrated smoothly and subtly, rhythm can help to make the brand name more catchy and memorable for customers. Consider using alliteration, as in the case of “Insight Investment”.
4. Keep it simple
It’s common for investment companies to incorporate long, clunky industry terms as part of their generic keywords. However, phrases like “asset management” or “investment services” can be substituted for briefer synonyms.
In some cases, they can be dropped completely. “Vanguard” and “Fidelity”, for example, rely on just a single targeted keyword to carry the brand.
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