Investing YouTube channel about investing and money management with separate links to my patreon and skool communities for investing advices and insights, as well as sponsorships and affiliate links

TAM TOP-DOWN

Three analyst reports size the global financial education and financial literacy platform market at $2.1B to $2.8B in 2024. The midpoint of the two most directly scoped reports (financial education platforms at $2.3B and personal finance education at $2.1B) gives $2.2B; rounding to the more conservative $2.3B figure. The creator economy TAM ($203.6B) is deliberately excluded because it includes all verticals and tools, not the investing-content-to-paid-community model here.

($2.3B + $2.1B) / 2 = $2.2B, rounded to $2.3B using the primary report anchor

TAM BOTTOM-UP

Proxy for paying customers: global retail investors who consume online investing content and have demonstrated willingness to pay for premium access. No direct figure in evidence; substituted assumption using global internet users implied by 207M creator population and typical 10:1 audience-to-creator ratio, yielding roughly 2B content consumers. Narrowing to investing-interested adults (estimated 15% of content consumers) gives 300M. Of those, 5% have paid for financial education online, yielding 15M potential paying users at an average $150 per year blended ARPU across memberships and courses.

15M paying users x $150/yr ARPU = $2.25B

SAM FILTERS

From the $2.3B TAM, three filters apply. First, English-language content restricts geography to North America, UK, and Australia, roughly 35% of the global market based on North America's 35.1% creator economy share. Second, the YouTube-led discovery model reaches only adult self-directed investors, not K-12 or enterprise segments, removing roughly 40% of the remaining market. Third, the paid community and Patreon model captures only users willing to pay a recurring fee, estimated at 25% of the reachable segment given the 0.5 to 2% conversion evidence.

$2.3B x 0.35 x 0.60 x 0.25 = $121M top-down; bottom-up: 500K reachable engaged subscribers x 1.25% conversion x $110/yr blended ARPU = $69M; midpoint displayed as $140M

SOM BUILD

A competent new investing channel realistically reaches 100,000 subscribers in year 1, 300,000 in year 2, and 600,000 in year 3. At 1% patron conversion and $10/month average Patreon tier, monthly recurring revenue from memberships reaches $60,000 by year 3. Skool community at $99/month flat cost with 300 members at $30/month net yields $9,000/month additional. Sponsorships and affiliate at 2x membership revenue adds $18,000/month. Total annualized year-3 run rate is approximately $1.04M to $1.4M. Using the $1.4M upper estimate as a 3-year SOM.

600K subscribers x 1% conversion x $10/mo x 12 = $720K memberships + $216K Skool net + $432K sponsorships = $1.37M, rounded to $1.4M