What Type of Investor Are You?

Takes Less Then 1 Minute | Instant Results | Customized Investment Insights

Not all investors have access to the same opportunities. Are you missing out on exclusive deals? Take this 1-minute quiz to discover your investor type and learn what investment opportunities you qualify for. Get instant clarity—no guesswork, just results!

Full Name *

Phone *

Email *

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Before Diving In...what excites you most about growing your wealth? (Choose one that best fits you!) *

Creating financial freedom so I can live life on my terms

Building generational wealth for my family

Diversifying beyond my 401(k) for more security and control

Learning how to invest smarter like high-net-worth individuals

Question 1: What is your annual income? *

Less than $200,000 (individual) / Less than $300,000 (household)

$200,000+ for the last two years (individual) / $300,000+ for the last two years (household)

Question 2: What is your net worth (excluding your primary home)? *

Less than $1 million

$1 million or more

Accredited investors must have a net worth of $1M+, but your primary residence doesn’t count. Here’s what does: Counts Toward Net Worth: Stocks, bonds, real estate investments, business ownership, retirement accounts, private equity, crypto holdings.

Question 3: What is your investment experience? *

Beginner – I’m learning the ropes

I’ve invested in stocks, real estate, or private deals before

Some investments require a “Sophisticated Investor” level—meaning you have experience and knowledge to evaluate private deals, even if you’re not accredited.

Question 4: Do you hold any financial licenses or professional certifications? *

Yes

Question 5: Are you a business owner, general partner, or executive in a private fund or investment company? *

Yes

Accredited status can also be granted if you are a business leader with key decision-making authority in an investment-related company (e.g., hedge fund, private equity, venture capital).

Let’s Get Your Results!

The results of this quiz are for informational and educational purposes only and should not be considered financial, legal, or investment advice. Your investor status should be verified by a licensed financial professional, CPA, or attorney before making any investment decisions. Investing involves risks, and we recommend consulting with a professional to determine what opportunities align with your financial goals.