Wealth Management Business Name Generator
Generate names for your wealth management business below.
How to name your wealth management business
Give our wealth management business name generator a try above, below you’ll find our wealth management company name ideas, trending words, tips for naming your wealth management business, related words, adjectives, nouns, combined words and foreign words for wealth management. All of this to help you brainstorm the best name for your wealth management business
- Substantial Solutions
- Capilano Wealth
- Reassure Wealth
- Wealth Management Solutions
- Quadrivia Wealth Advisors
- King’s Wealth Advisors
- Profound Holdings
- BC Bridge Advizors
- InvestEdge Wealth
- wealth guru
- VBC Wealth Management
- One Goal Wealth Management
- Avalon Advisors
- Grow Wealthy
- Remain Strong Management
- Titan Wealth Advisors
Four steps to naming your wealth management business
This four-step process will help you name your wealth management business. In this example, I’m creating a name for a wealth management business that conveys the experience, expertise and knowledge of the company. Here’s each step I took in crafting these business names.
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#1) Brainstorm your name ideas
Start by brainstorming what words could fit into your business name. In my name ideas, I used words like “Invest”, “Advisors”, “Grow” and “Solutions”, you can see that all these words can be associated to wealth management and how it works. Your goal here is to create a list of words or names that come to mind when thinking about your business.
If you’re stuck on words to use, try our business name generator.
Here are my name ideas after brainstorming:
#2) Shortlist your ideas
Once you’ve developed a list of possible names, do an analysis of your ideas. Remove any names that could be hard to remember, spell or speak aloud. Keep names that are brandable, sound great, are memorable and communicate your brand values, product or service to your target audience.
Here’s a quick checklist you can run your ideas through to help shorten your list of name:
- Is the name simple and easy to remember?
- Is the name easy to read and say aloud?
- Is the name different from competitors?
- Does the name convey a relevant meaning?
- Does the name avoid overused words or cliches?
Create a unique business name with our Business Name Generator!
#3) Get some feedback
You’ll now have a list of 3-6 great wealth management business names and you can start to ask potential customers or people working in the industry for feedback (your target audience). Avoid feedback from family and friends, are more likely to praise all your ideas and they aren’t your customer.
Be sure to ask questions like:
- What first comes to mind when you first hear the name?
- How would you spell it?
With you’re customer feedback you can now ask yourself is the name still relevant? and did it represent your business how you intended?
My customer feedback:
This name is catchy and brandable.
This name sounds professional and likely to win customer trust faster.
This name is memorable, brandable and conveys expertise and professionalism.
This name is short, catchy and brandable.
#4) Check It’s available
At this point, it’s good to have at least three great wealth management business names on your list, in case your any of your names are already taken. You can do a quick Business Name Search online to find out if you’re name is available within your country/state, also be sure to search if the name is also available for Trademark and Domain name Registration.
Check Domain Availability
Competitor Name Analysis
To help you brainstorm potential business names, let’s take a look at three successful wealth management businesses and break down why and how they’ve chosen to name their business and why it works for them.
Morgan Stanley Wealth Management achieves a personal connection with customers by having the founder in their business name. They also present themselves professional and experienced in wealth management. The name does not leave doubts as to what the company is about
Fidelity is a short, simple and brandable name which is great for a health management company. The name Fidelity means loyalty or accuracy conveying to customers that they can trust them to manage their wealth as accurately and as professionally as possible.
BNY Mellon Wealth Management is very specific as to which customer base it caters for. The name is very professional and will be a priority for people from New York who are looking for the best wealth management companies.
1. Do a Competitor Analysis
Doing a competitor analysis as your first step will save you a lot of time in the future, knowing what names to avoid and understanding why and how your competitors business name words for them will help you in forming your own business names. When analyzing competitors think about:
- What business or product values are they conveying in their business name? How does that work for them?
- Is there a trend in how these businesses are naming themselves? It’s best to avoid sounding like “just another one of those businesses”.
- Who does it best? Why does it work and how can I produce a better name?
2. Focus on Naming your Business not Describing it.
A typical pitfall most businesses run into is describing their business name too literally, using overused money terms. A more effective business name should convey to customers your businesses and product values at a deeper level. Try name your business in a way that has a story behind it.
Let’s take for example a real wealth management business named “New Dawn Wealth Management”.
This is just another business name, but a deeper level, the name represents they story of people who previously had problems managing their world but can now experience new beginnings with the firm.
3. How to make a more memorable name
Creating a memorable business name is the first step in getting into a customers mind and is also a task that’s easier said than done. Your business name should aim to stop a customer in their tracks and give an extra thought on your product among your wave of competitors. Some tips to create a memorable name would be:
- Use rhythmic pronunciation or alliteration (Wealth Way Holdings, Wealth Wolves)
- Try using a word that wouldn’t be relevant when out of context (Victo Wealth Management – Victo as in Victory)
- Keep it short and simple.
4. Try purchasing a Brandable business name
Brandable business names are names that are non-sensical but read and are pronounced well. They often use letter patterns of Vowel/Consonant/Vowel as these word structures are typically short, catchy and easy to say and remember. For example, some brandable wealth management business names could be:
- Nuvane Wealth Holdings
- Alomos Wealth Management
- Capilano Wealth
You can find a full list of Brandable business names at Domainify.com
5. Avoid combining words just to create a unique name.
Another mistake business owners typically make is creating bad word combinations when they find out that their business name idea is already taken. For example, John names his business Stumble Wealth and finds out it’s already taken. Because he’s already decided this is what he’ll name his business he tries to opt for similar sounding names like StumbillWealth, Stumbleath or StummbleWealt.
You can see how these ideas are a step backward as they are not catchy, easily pronounceable or memorable. In these situations, we suggest starting from scratch and trying the tips we mentioned previously.
Don’t forget to use our Wealth Management Business Name Generator
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Words Wealth Management often describes
(“wealth Management ______”)
You can use these words to create wealth management business names like ‘Life Plan Managers’ and ‘Planquility’.
How Wealth Management is often described
(“______ wealth management”)
Example wealth management company names using these related descriptive words ‘Wealthy Future’ and ‘Better Wealth Management’.
Wealth Management Adjectives
You can use an adjective in your business name to create a business name like ‘Big Picture Wealth Management‘ or ‘Econometrics‘.
Wealth Management Verbs
You can use a verb in your wealth management business name to create business names like ‘Thrivest Wealth Management‘.
We’ve taken words from above and from our generator results and combined the words to create new wealth management company names.
Wealth Management in Foreign Languages
Consider using foreign words in your business name to give the impression of an international or exotic brand.
Latin: noun (opes, administratione, solutionum, oeconomus)
French: noun (richesse, gestion, solution, financier).
Italian: noun (ricchezza, gestione, finanziaria,).
Spanish: noun (Riqueza, gestión).