Wealth Management Business Name Generator

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Ashley S.
Branding & Marketing Specialist

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

  1. Substantial Solutions
  2. IntegriVest
  3. Capilano Wealth
  4. Reassure Wealth
  5. Wealth Management Solutions
  6. Quadrivia Wealth Advisors
  7. King’s Wealth Advisors
  8. Profound Holdings
  9. MountianWealth
  10. BC Bridge Advizors
  1. InvestEdge Wealth
  2. Canuine
  3. wealth guru
  4. VBC Wealth Management
  5. One Goal Wealth Management
  6. Avalon Advisors
  7. Grow Wealthy
  8. Remain Strong Management
  9. Titan Wealth Advisors
  10. WealthFusion

Create a unique business name with our Business Name Generator!

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.

Wealth Management Business Name Ideas Infographic

Click to View Infographic

#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:

Substantial Solutions

IntegriVest

Capilano Wealth

Reassure Wealth

Wealth Management Solutions

Quadrivia Wealth Advisors

King’s Wealth Advisors

Profound Holdings

MountianWealth

BC Bridge Advizors

InvestEdge Wealth

Canuine

wealth guru

VBC Wealth Management

One Goal Wealth Management

Avalon Advisors

Grow Wealthy

Remain Strong Management

Titan Wealth Advisors

WealthFusion

#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?

My Shortlist:

Capilano Wealth

Profound Holdings

Avalon Advisors

WealthFusion

 

Removed Ideas:

Substantial Solutions

IntegriVest

Reassure Wealth

Wealth Management Solutions

Quadrivia Wealth Advisors

King’s Wealth Advisors

MountianWealth

BC Bridge Advizors

InvestEdge Wealth

Canuine

wealth guru

VBC Wealth Management

One Goal Wealth Management

Grow Wealthy

Remain Strong Management

Titan Wealth Advisors

 

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:

Capilano Wealth

This name is catchy and brandable.

Profound Holdings

This name sounds professional and likely to win customer trust faster.

Avalon Advisors

This name is memorable, brandable and conveys expertise and professionalism.

WealthFusion

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 Logo

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 Logo

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 Logo

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.

Premium names to kickstart your business

Created by branding experts and professional designers.

5 Tips for naming your wealth management business

The ideal business name should be simple, memorable and convey a meaning all at the same time. Here are my 5 tips to keep in mind when developing your business names.

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.

Business Name Ideas

Here’s the ultimate list of related words you could use in your business name. Below is a list of trending, descriptive and action words that are often related to.

Trending Words

Here are the top trending words used in Wealth Management company names.

accountants

growth

invitation

consultancy

consultants

consulting

Europe

excellence

experts

insights

planning

resources

services

softwares

solutions

recruitment

personal

assistant

investment

association

financial

advise

tax

matters

workshop

ventures

creative

elevate

legacy

support

Don’t forget to use our Wealth Management Business Name Generator

Words Wealth Management often describes

(“wealth Management ______”)

You can use these words to create wealth management business names like ‘Life Plan Managers’ and ‘Planquility’.

tax

creation

inequality

distribution

maximization

accumulation

building

movement

holders

creating

ranking

program

age

concentration

redistribution

heap’d

production

clubs

effects

worship

circulateth

saving

management

estimates

relationship

ownership

accumulates

siren

united

maximisation

producing

income

the

consciousness

generation

holding

winner

plan

relation

sharing

lab

increases

cost

formation

rates

relations

system

cooperation

program

committees

programs

disputes

relationship

practices

training

agreements

committee

process

policies

negotiations

plan

conflict

approach

strategy

agreement

team

level

software

group

activities

policy

decisions

objectives

worker

plans

model

conflicts

tool

services

education

personnel

contracts

support

problem

teams

function

dispute

rights

bodies

efforts

features

technique

contract

approaches

exception

principles

councils

How Wealth Management is often described

(“______ wealth management”)

Example wealth management company names using these related descriptive words ‘Wealthy Future’ and ‘Better Wealth Management’.

top

senior

good

effective

scientific

financial

medical

surgical

environmental

proper

economic

public

successful

clinical

efficient

strategic

corporate

poor

better

self

conservative

middle

stress

careful

total

upper

sustainable

based

industrial

bad

active

integrated

term

appropriate

patient

postoperative

initial

professional

sound

overall

internal

day

operative

participative

pest

coastal

level

japanese

intensive

joint

optimal

aggressive

dietary

fiscal

great

national

much

more

personal

vast

considerable

real

immense

enormous

natural

common

total

greater

private

economic

worldly

fabulous

relative

net

agricultural

untold

sudden

potential

financial

greatest

spiritual

sufficient

enough

gotten

corporate

boundless

commercial

taxable

future

substantial

aggregate

abundant

hidden

excessive

intellectual

comparative

less

extraordinary

inexhaustible

unlimited

Wealth Management Adjectives

You can use an adjective in your business name to create a business name like ‘Big Picture Wealth Management‘ or ‘Econometrics‘.

economic

economical

thriving

thrifty

upper

big

capitalist

chrematistic

coffered

commercial

extensive

fat

flourishing

genteel

heavy

loaded

long

lucrative

many

moneyed

Wealth Management Verbs

You can use a verb in your wealth management business name to create business names like ‘Thrivest Wealth Management‘.

thrive

attach

availing

come

flourish

gain

get

Invest

launder

lessen

spend

accelerate

administer

administering

carry

charging

enlarge

manage

raise

run

Combine Words

We’ve taken words from above and from our generator results and combined the words to create new wealth management company names.

wenagement (Wealth + Management)

wesolution (Wealth + Solution)

soluwealth (Solution + Wealth)

soluth

swealth

sealth

solutient (Solution + Management)

molution (Management + Solution)

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).

Don’t forget to give our Wealth Mangement company name generator a try!

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