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Business Info

What does your company do?

Our company is a boutique investment financial advice firm that provides comprehensive wealth management to executives, business owners, and members of the start up community in austin, TX. We are not your fathers financial planning firm; no suits and ties, work out of a co-working location, and meet with most clients virtually.

Do you require that a .COM or other URL be available for the new name?

I will accept a .com with an acceptable variation on the exact name

Target Audience

What is your industry?

Financial Services

Describe your customers

Our customers are executives, business owners, and members of the start up community. They are between 25-50 years old, are intelligent, tech savvy, high earners.

What 3 things do you want your company name to communicate to your customers?

A trusting relationship
A collaborative process
We are progressive advisors that work with smart, younger clients (not your fathers financial planner)

List the names of your top three competitors

Aspiriant, Betterment, Convergent Wealth Management

Style and Concept

What character, tenor, or spirit do you wish to convey?

innovative, intuitive, trustworthy, intelligent, unique, passionate, collaborative, modern

Are there specific words or phrases you do not like?

Anything that is overused in the financial advice industry...i.e. Independence advisors, horizon wealth management, diversified financial advisors, etc.

Are there specific words or phrases you like?

I don't have any specific preferences on this. I'd like to see a shorter name that is catchy and memorable, some of the newer firms in the industry have names like; LearnVest, WealthFront, Betterment, etc. I don't mind if it's more than 1 word as long as it communicates the core message. I do like words that end in 'ent'

Do you have other info you want to share?

Here is a list of modifiers that can be used with the names...I've listed them in order of preference.

X Wealth Management
X Capital
X Advisory Group
X Capital Management
X Asset Management
X Financial Planners

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