Investment from $49,000

Investment from $3,597

Investment from $30,400

Investment from $150,000

Investment from $249

Investment from $31,557

Investment from $38,590

About financial services franchises in 2025

Businesses specializing in financial services play an important part in the success of companies of all sizes, small and large. Most businesses would not excel without the expertise and guidance from financial services franchises. These kinds of establishments offer help with all aspects of daily business operations. Franchises that operate in the financial services category focus on such services as insurance, accounting, capital lending, consulting, real estate, and so on.

In any economic climate and times, financial services franchises act as providers of much-needed services that can help businesses maintain a good financial landscape and overcome any challenges associated with running a business. According to some studies, the financial services segment makes up about one-third of the total revenue of the whole service market. So, it is a profitable industry with lots of possibilities.

Financial services franchise is an excellent opportunity for entrepreneurs with accounting and financial field backgrounds. You could put your affinity for numbers to good use and make good profits doing it. Check out our catalog of financial services franchises and find the one that interests you the most.

Financial services franchises offer tax preparation, cybersecurity consulting, and advisory solutions for individuals and businesses. Ideal for professionals with finance or tech expertise, they provide low overhead, recurring revenue, and scalability, leveraging high demand in a $33.5 trillion global market with robust training and support.

Advantages of Financial Services Franchises

  • Recurring Revenue
  • Low Overhead
  • High Demand
  • Scalable Models
  • Professional Support

Franchises by country and city

Country Approx. Number of Franchises Popular Types of Financial Services Franchises
USA 10,000+ Tax Preparation, Accounting Services, Cybersecurity Consulting
Canada 2,000+ Financial Advisory, Insurance Agencies, Lending Services
Australia 1,500+ Tax Consulting, Wealth Management, Bookkeeping Franchises
UK 1,200+ Financial Planning, Brokerage Services, Advisory Firms
India 800+ Tax Preparation, Financial Consulting, Insurance Services

Frequently asked questions about Financial Services Franchises

Q: Do I need a financial background to own a financial services franchise?

A: Not always; franchises typically provide comprehensive training, though relevant experience helps.

Q: How do financial services franchises attract clients?

A: Through B2B networking, digital marketing, and franchisor leads targeting small businesses and individuals.

Q: What is the typical payback period for these franchises?

A: Often 1-4 years, depending on location and management, with strong margins from recurring services.

Franchise comparison table

Franchise Name Initial Investment Royalty Fee Payback Period
CyberGlobal $50,000-$144,400 5% 6-12 months
H&R Block $31,557-$149,398 30% 2-4 years

Testimonials