Know-How Exchange : Taglines/Names

I'm unsure from your description the type of target investor, and this can make a big difference in differentiating from competitors.

"Rapidly growing investors" is unclear. Are they growing because they're making a lot of money and need to invest it, or because they're trading frequently in the securities markets? Within the high net worth segment, you'll find both people who want to "do it themselves" with regard to brokerage investing and those who want a suite of services and professional management of their accounts.

For example, are you looking for self-directed active traders (e.g., the type of folks who trade frequently through firms like Scottrade and E*Trade), those who prefer for the broker to manage their money (e.g., wrap accounts), or the full spectrum of individual investors?

From some of the competitive taglines you've listed (and assuming you'd want to position similarly), it looks like you're going for more of the consultatative relationship, but the name of your firm may point to more hands-off technology-aided or transactional business.

So, with that in mind, here are some ideas for the various targets:

Self-directed, web-based traders:
-Reliable, efficient brokerage services
-Take charge of your financial destiny
-Reliable brokerage services for self-directed investors

Those who want guidance and decision resources:
-Expert tools and guidance for investment growth
-Helping you grow your bottom line

If you can provide more guidance as to your value proposition and differentiation, that may help in crafting a tagline that's descriptive of your business and targeted to segment needs.

Good Luck!