Company lists · Data refreshed October 2026
Top 25 Financial services certification companies based in the United States
RevenueBase identified 91 company matches for financial services certification companies associated with the United States as of October 2026 and tracks 3,904 professional contacts across them, including 1,206 with verified work emails. New York is the largest hub.
This list covers company matches for financial services certification companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 12, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest financial services certification companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,190 contacts → | ||||
Exact match “Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 207 contacts → | ||||
Exact match “The Institutes Knowledge Group helps people build foundational, technical and leadership skills to stay ahead of evolving trends in risk management and insurance.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 129 contacts → | ||||
Exact match “With over members and 100 years of history, the Casualty Actuarial Society is a leading international organization for credentialing and professional education and the world’s…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 114 contacts → | ||||
Exact match “OnCourse Learning empowers individuals and financial institutions to grow with comprehensive enterprise compliance, risk management and professional development education.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 73 contacts → | ||||
Exact match “The Investments & Wealth Institute is a premier professional membership association and the leading credentialing body for wealth management certifications in the United States…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 72 contacts → | ||||
Exact match “For more than 40 years, prelicensing candidates have trusted A.D.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 58 contacts → | ||||
Exact match “Securities Training Corporation (STC) was founded in 1969 to address the training needs of the securities industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 49 contacts → | ||||
Exact match “FPSB manages, develops and operates certification, education and related programs to benefit the global community by establishing, upholding and promoting worldwide professional…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 47 contacts → | ||||
Exact match “ExamFX is the industry leader in insurance prelicensing exam prep, securities licensing exam prep, and continuing education training.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 47 contacts → | ||||
Exact match “AFCPE® (Association for Financial Counseling and Planning Education®) is the nationally recognized leader in financial counseling, coaching and education.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 38 contacts → | ||||
Exact match “Dalton Education is a premier provider of financial planning education, empowering professionals and firms to achieve excellence in an increasingly competitive industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 33 contacts → | ||||
Exact match “Built on a legacy that spans over 40 years, FIBA is a non-profit trade association and international center for financial excellence.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 22 contacts → | ||||
Exact match “Here at Patten Training & Review, our job is to help you succeed.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 22 contacts → | ||||
Exact match “Representing high quality and industry-recognized certification companies, worldwide.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 20 contacts → | ||||
Exact match “CEU Institute is a national CE/CLE/CPE services administrator.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 15 contacts → | ||||
Exact match “THE REGULATORY COMPLIANCE ASSOCIATION REVIEWS AND CERTIFIES COMPLIANCE OFFICERS RCA is the programmatic accreditation agency for Continuing Compliance Education™ (CCE™) and serves…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “Center for Financial Training is a premier provider of education and training for the financial services industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 11 contacts → | ||||
Exact match “The Institute of Business & Finance (IBF) trains financial advisors to go deeper in the areas their clients care about most: funds, annuities, income, taxes, estates, Social…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 10 contacts → | ||||
Exact match “The Success Family is CE Companies is designed to combine technology and learning designed for you to be knowledgeable with your clients by completing Insurance, CFP, Professional…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “Core Compliance & Legal Services, Inc.℠ ("Core Compliance") specializes in compliance and risk management for the financial industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “Centre for Fiduciary Excellence CEFEX, a division of Broadridge Retirement and Workplace, is an independent global assessment and certification organization.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “IBS Financial Group is a financial services company based out of United States.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “The Association of Certified College Funding Specialists educates, trains, certifies, and promotes our member CPAs, Enrolled Agents, CFPs, Registered Investment Advisors, Wealth &…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “The CAS Institute (iCAS) empowers quantitative professionals in the insurance industry and related industries by providing innovative, rigorous, and trusted credentials backed by…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “CERTIFIED FINANCIAL PLANNER™ Advisory services are offered through Steve Lynch Wealth Management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial services certification companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 91 financial services certification companies based in the United States
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Financial services certification companies based in the United States at a glance
As of Oct 12, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 91 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “financial services certification companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 1,206 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on October 12, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial services certification companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services certification companies are there based in the United States?
RevenueBase identified 91 company matches for financial services certification companies associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
CFA Institute tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services certification companies?
New York leads with 12 company records, followed by Colorado Springs (4) and Miami (4).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,206 professional contacts with verified work emails tracked across these 91 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 91 financial services certification companies based in the United States. Start with a free account, no credit card.
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Financial services certification companies by geography
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services certification companies based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 25 financial services certification companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 91 matching company records for financial services certification companies based in the United States, with 3,904 tracked contacts and 1,206 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial services certification companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | CFA Institutecfainstitute.org HQ: Charlottesville, VA, United StatesReported employees: 501-1,000 | Charlottesville, VA, United States | 501-1,000 | Exact match | 2,190 contacts → |
“Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | The Institutes Knowledge Grouptheinstitutes.org HQ: Malvern, PA, United StatesReported employees: 201-500 | Malvern, PA, United States | 201-500 | Exact match | 207 contacts → |
“The Institutes Knowledge Group helps people build foundational, technical and leadership skills to stay ahead of evolving trends in risk management and insurance.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Casualty Actuarial Societycasact.org HQ: Arlington, United StatesReported employees: 51-200 | Arlington, United States | 51-200 | Exact match | 129 contacts → |
“With over members and 100 years of history, the Casualty Actuarial Society is a leading international organization for credentialing and professional education and the world’s…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Oncourse Learningoncourselearning.comHQ: Brookfield, WI, United StatesReported employees: 51-200 | Brookfield, WI, United States | 51-200 | Exact match | 114 contacts → |
“OnCourse Learning empowers individuals and financial institutions to grow with comprehensive enterprise compliance, risk management and professional development education.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Investments & Wealth Instituteinvestmentsandwealth.org HQ: Greenwood Village, CO, United StatesReported employees: 51-200 | Greenwood Village, CO, United States | 51-200 | Exact match | 73 contacts → |
“The Investments & Wealth Institute is a premier professional membership association and the leading credentialing body for wealth management certifications in the United States…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  A.D. Banker & Companyadbanker.comHQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 72 contacts → |
“For more than 40 years, prelicensing candidates have trusted A.D.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Securities Training Corporationstcusa.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 58 contacts → |
“Securities Training Corporation (STC) was founded in 1969 to address the training needs of the securities industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 49 contacts → |
“FPSB manages, develops and operates certification, education and related programs to benefit the global community by establishing, upholding and promoting worldwide professional…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Examfxexamfx.com HQ: Leawood, KS, United StatesReported employees: 51-200 | Leawood, KS, United States | 51-200 | Exact match | 47 contacts → |
“ExamFX is the industry leader in insurance prelicensing exam prep, securities licensing exam prep, and continuing education training.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Westerville, OH, United StatesReported employees: 11-50 | Westerville, OH, United States | 11-50 | Exact match | 47 contacts → |
“AFCPE® (Association for Financial Counseling and Planning Education®) is the nationally recognized leader in financial counseling, coaching and education.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Dalton Educationdalton-education.com HQ: Alpharetta, GA, United StatesReported employees: 11-50 | Alpharetta, GA, United States | 11-50 | Exact match | 38 contacts → |
“Dalton Education is a premier provider of financial planning education, empowering professionals and firms to achieve excellence in an increasingly competitive industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 33 contacts → |
“Built on a legacy that spans over 40 years, FIBA is a non-profit trade association and international center for financial excellence.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Patten Training & Reviewpattentraining.com HQ: The Woodlands, TX, United StatesReported employees: 11-50 | The Woodlands, TX, United States | 11-50 | Exact match | 22 contacts → |
“Here at Patten Training & Review, our job is to help you succeed.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Certitrek Groupcertitrek.com HQ: Durham, NC, United StatesReported employees: 11-50 | Durham, NC, United States | 11-50 | Exact match | 22 contacts → |
“Representing high quality and industry-recognized certification companies, worldwide.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | CEU Instituteceuinstitute.net HQ: Lake Mary, FL, United StatesReported employees: 11-50 | Lake Mary, FL, United States | 11-50 | Exact match | 20 contacts → |
“CEU Institute is a national CE/CLE/CPE services administrator.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Regulatory Compliance Associationrcaonline.org HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 15 contacts → |
“THE REGULATORY COMPLIANCE ASSOCIATION REVIEWS AND CERTIFIES COMPLIANCE OFFICERS RCA is the programmatic accreditation agency for Continuing Compliance Education™ (CCE™) and serves…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Center For Financial Trainingcftnow.org HQ: Farmington, CT, United StatesReported employees: 11-50 | Farmington, CT, United States | 11-50 | Exact match | 12 contacts → |
“Center for Financial Training is a premier provider of education and training for the financial services industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Institute Of Business & Financeicfs.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 11 contacts → |
“The Institute of Business & Finance (IBF) trains financial advisors to go deeper in the areas their clients care about most: funds, annuities, income, taxes, estates, Social…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Success Continuing Educationsuccessce.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 10 contacts → |
“The Success Family is CE Companies is designed to combine technology and learning designed for you to be knowledgeable with your clients by completing Insurance, CFP, Professional…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Core Compliance & Legal Services, INCcorecls.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 8 contacts → |
“Core Compliance & Legal Services, Inc.℠ ("Core Compliance") specializes in compliance and risk management for the financial industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | CEFEXcefex.org HQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 8 contacts → |
“Centre for Fiduciary Excellence CEFEX, a division of Broadridge Retirement and Workplace, is an independent global assessment and certification organization.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | IBS Financial Groupibsfg.com HQ: Grand Rapids, MI, United StatesReported employees: 1-10 | Grand Rapids, MI, United States | 1-10 | Exact match | 4 contacts → |
“IBS Financial Group is a financial services company based out of United States.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Dana Point, CA, United StatesReported employees: 1-10 | Dana Point, CA, United States | 1-10 | Exact match | 3 contacts → |
“The Association of Certified College Funding Specialists educates, trains, certifies, and promotes our member CPAs, Enrolled Agents, CFPs, Registered Investment Advisors, Wealth &…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | The CAS Institutethecasinstitute.org HQ: Arlington, VA, United StatesReported employees: 1-10 | Arlington, VA, United States | 1-10 | Exact match | 2 contacts → |
“The CAS Institute (iCAS) empowers quantitative professionals in the insurance industry and related industries by providing innovative, rigorous, and trusted credentials backed by…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Steve Lynch Wealth Managementstevelynchwealth.com HQ: Albuquerque, NM, United StatesReported employees: 1-10 | Albuquerque, NM, United States | 1-10 | Exact match | 2 contacts → |
“CERTIFIED FINANCIAL PLANNER™ Advisory services are offered through Steve Lynch Wealth Management.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 91 company matches
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Financial services certification companies: dataset insights
October 12, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
91 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 91 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial services certification companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services certification companies did RevenueBase find based in the United States?
The saved snapshot records 91 matching company records, 3,904 tracked contacts and 1,206 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial services certification companies by geography
Cite this list
RevenueBase Data Team. Top 25 financial services certification companies based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-certification-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services certification companies based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 25 financial services certification companies based in the United States
RevenueBase records 91 matching company records for financial services certification companies based in the United States, with 3,904 tracked contacts and 1,206 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial services certification companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | CFA Institutecfainstitute.org HQ: Charlottesville, VA, United StatesReported employees: 501-1,000 | Charlottesville, VA, United States | 501-1,000 | Exact match | 2,190 contacts → |
“Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | The Institutes Knowledge Grouptheinstitutes.org HQ: Malvern, PA, United StatesReported employees: 201-500 | Malvern, PA, United States | 201-500 | Exact match | 207 contacts → |
“The Institutes Knowledge Group helps people build foundational, technical and leadership skills to stay ahead of evolving trends in risk management and insurance.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Casualty Actuarial Societycasact.org HQ: Arlington, United StatesReported employees: 51-200 | Arlington, United States | 51-200 | Exact match | 129 contacts → |
“With over members and 100 years of history, the Casualty Actuarial Society is a leading international organization for credentialing and professional education and the world’s…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Oncourse Learningoncourselearning.com HQ: Brookfield, WI, United StatesReported employees: 51-200 | Brookfield, WI, United States | 51-200 | Exact match | 114 contacts → |
“OnCourse Learning empowers individuals and financial institutions to grow with comprehensive enterprise compliance, risk management and professional development education.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Investments & Wealth Instituteinvestmentsandwealth.org HQ: Greenwood Village, CO, United StatesReported employees: 51-200 | Greenwood Village, CO, United States | 51-200 | Exact match | 73 contacts → |
“The Investments & Wealth Institute is a premier professional membership association and the leading credentialing body for wealth management certifications in the United States…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | A.D. Banker & Companyadbanker.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 72 contacts → |
“For more than 40 years, prelicensing candidates have trusted A.D.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Securities Training Corporationstcusa.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 58 contacts → |
“Securities Training Corporation (STC) was founded in 1969 to address the training needs of the securities industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 49 contacts → |
“FPSB manages, develops and operates certification, education and related programs to benefit the global community by establishing, upholding and promoting worldwide professional…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Examfxexamfx.com HQ: Leawood, KS, United StatesReported employees: 51-200 | Leawood, KS, United States | 51-200 | Exact match | 47 contacts → |
“ExamFX is the industry leader in insurance prelicensing exam prep, securities licensing exam prep, and continuing education training.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Westerville, OH, United StatesReported employees: 11-50 | Westerville, OH, United States | 11-50 | Exact match | 47 contacts → |
“AFCPE® (Association for Financial Counseling and Planning Education®) is the nationally recognized leader in financial counseling, coaching and education.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Dalton Educationdalton-education.com HQ: Alpharetta, GA, United StatesReported employees: 11-50 | Alpharetta, GA, United States | 11-50 | Exact match | 38 contacts → |
“Dalton Education is a premier provider of financial planning education, empowering professionals and firms to achieve excellence in an increasingly competitive industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 33 contacts → |
“Built on a legacy that spans over 40 years, FIBA is a non-profit trade association and international center for financial excellence.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Patten Training & Reviewpattentraining.com HQ: The Woodlands, TX, United StatesReported employees: 11-50 | The Woodlands, TX, United States | 11-50 | Exact match | 22 contacts → |
“Here at Patten Training & Review, our job is to help you succeed.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Certitrek Groupcertitrek.com HQ: Durham, NC, United StatesReported employees: 11-50 | Durham, NC, United States | 11-50 | Exact match | 22 contacts → |
“Representing high quality and industry-recognized certification companies, worldwide.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | CEU Instituteceuinstitute.net HQ: Lake Mary, FL, United StatesReported employees: 11-50 | Lake Mary, FL, United States | 11-50 | Exact match | 20 contacts → |
“CEU Institute is a national CE/CLE/CPE services administrator.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Regulatory Compliance Associationrcaonline.org HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 15 contacts → |
“THE REGULATORY COMPLIANCE ASSOCIATION REVIEWS AND CERTIFIES COMPLIANCE OFFICERS RCA is the programmatic accreditation agency for Continuing Compliance Education™ (CCE™) and serves…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Center For Financial Trainingcftnow.org HQ: Farmington, CT, United StatesReported employees: 11-50 | Farmington, CT, United States | 11-50 | Exact match | 12 contacts → |
“Center for Financial Training is a premier provider of education and training for the financial services industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Institute Of Business & Financeicfs.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 11 contacts → |
“The Institute of Business & Finance (IBF) trains financial advisors to go deeper in the areas their clients care about most: funds, annuities, income, taxes, estates, Social…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Success Continuing Educationsuccessce.com HQ: Newport Beach, CA, United StatesReported employees: 11-50 | Newport Beach, CA, United States | 11-50 | Exact match | 10 contacts → |
“The Success Family is CE Companies is designed to combine technology and learning designed for you to be knowledgeable with your clients by completing Insurance, CFP, Professional…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Core Compliance & Legal Services, INCcorecls.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 8 contacts → |
“Core Compliance & Legal Services, Inc.℠ ("Core Compliance") specializes in compliance and risk management for the financial industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | CEFEXcefex.org HQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 8 contacts → |
“Centre for Fiduciary Excellence CEFEX, a division of Broadridge Retirement and Workplace, is an independent global assessment and certification organization.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | IBS Financial Groupibsfg.com HQ: Grand Rapids, MI, United StatesReported employees: 1-10 | Grand Rapids, MI, United States | 1-10 | Exact match | 4 contacts → |
“IBS Financial Group is a financial services company based out of United States.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Dana Point, CA, United StatesReported employees: 1-10 | Dana Point, CA, United States | 1-10 | Exact match | 3 contacts → |
“The Association of Certified College Funding Specialists educates, trains, certifies, and promotes our member CPAs, Enrolled Agents, CFPs, Registered Investment Advisors, Wealth &…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | The CAS Institutethecasinstitute.org HQ: Arlington, VA, United StatesReported employees: 1-10 | Arlington, VA, United States | 1-10 | Exact match | 2 contacts → |
“The CAS Institute (iCAS) empowers quantitative professionals in the insurance industry and related industries by providing innovative, rigorous, and trusted credentials backed by…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Steve Lynch Wealth Managementstevelynchwealth.com HQ: Albuquerque, NM, United StatesReported employees: 1-10 | Albuquerque, NM, United States | 1-10 | Exact match | 2 contacts → |
“CERTIFIED FINANCIAL PLANNER™ Advisory services are offered through Steve Lynch Wealth Management.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 91 company matches
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Financial services certification companies: dataset insights
October 12, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
91 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 91 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial services certification companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services certification companies did RevenueBase find based in the United States?
The saved snapshot records 91 matching company records, 3,904 tracked contacts and 1,206 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial services certification companies by geography
Cite this list
RevenueBase Data Team. Top 25 financial services certification companies based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-certification-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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