Regent Education
Regent Education is a SaaS provider of financial aid management software for U.S. higher education institutions, specializing in non-traditional enrollment models including non-term, BBAY, CBE, and subscription-based programs. Its integrated suite automates the financial aid lifecycle across verification, packaging, disbursement, R2T4, and scholarship management.
- Company typePrivate
- Founded2007
- HeadquartersFrederick, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Regent Education does
Regent Education is a private, venture-backed SaaS provider founded in 2007 and headquartered in Frederick, Maryland, that builds cloud-based financial aid management software for U.S. higher education institutions. The company's integrated product suite includes Regent Award Suite (core financial aid management for packaging, repackaging, disbursement, and R2T4 across all enrollment models), Regent Review (automated student verification), Regent Fund (scholarship management), Regent Plan (student financial planning and smart-borrowing tools), Regent Access (state aid applications for non-U.S. citizens), and Regent Award for Salesforce (the only higher education financial aid application on Salesforce AppExchange). The platform is built on .NET Framework, C#, JavaScript, and SQL Server, integrates with Student Information Systems (SIS), Common Origination and Disbursement (COD), and CRM systems, and is compliant with Title IV, SOC1, SOC2 Type 2, and TX-RAMP Level 2 standards.
Regent's core differentiator is domain specialization for non-traditional enrollment models — non-term, Borrower-Based Academic Year (BBAY), Competency-Based Education (CBE), and Subscription-Based Programming — which traditional financial aid management systems cannot support. The company reports over 400 years of collective financial aid experience across its implementation and product teams, deploys at 20% of the top 50 online institutions, and processes more than $2.5 billion in annual financial aid disbursements serving 500,000+ students. Reported operational outcomes include 64% reduction in processing time (from 17 days to 6 days) and 20-60% reduction in manual back-office processing.
The business model is enterprise SaaS subscription with quote-based annual pricing tied to institution size, student population, and module selection. GTM is sales-led direct to financial aid directors, CIOs, and enrollment management leadership, supplemented by channel partnerships (Hobsons, University Financial Aid Solutions, CollegeBuys), Salesforce AppExchange distribution, and state-agency partnerships (SCHEV, MA DHE). Customers include UMass Global, BYU-Idaho, University of North Texas, Galen College of Nursing, Bellevue University, Saint Leo University, and Hutchinson Community College. Regent has raised approximately $36M+ across disclosed rounds from investors including Chrysalis Ventures, New Markets Venture Partners, Edison Partners, Ares Capital, and Windcrest Partners, and is led by CEO Jim Hermens (appointed February 2017).
Regent Education firmographics
Firmographics- Name
- Regent Education
- Legal name
- Regent Education
- Website
- https://regenteducation.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Regent Education is a SaaS provider of financial aid management software for U.S. higher education institutions, specializing in non-traditional enrollment models including non-term, BBAY, CBE, and subscription-based programs. Its integrated suite automates the financial aid lifecycle across verification, packaging, disbursement, R2T4, and scholarship management.
- Ownership category
- akta.pro rank
Regent Education industry classification
Industry- Product category
- Higher Education Financial Aid Management Software
- NAICS
- Educational Support Services (611710), Educational Support Services (61171), Educational Services (611)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Financial Aid Systems, Disbursement & Payment Operations (EDADAHAJ)
- akta.pro secondary industries
- Financial Aid Administration & Packaging (EDALAJAA), Scholarship, Financial Aid & FAFSA Support Platforms (EDAFAMAF)
Keywords
Where Regent Education is headquartered
LocationHeadquarters
- HQ city
- Frederick
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Regent Education business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription Licensing: Regent Education operates as a software-as-a-service provider, offering cloud-based financial aid management solutions on a subscription basis. Institutions pay for access to the platform which includes core financial aid automation features. Pricing is quote-based and varies by institution size and module selection.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS subscription model with quote-based pricing |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
Regent Education product offering
Product offeringCore offering
Regent Education provides cloud-based SaaS financial aid management software for U.S. higher education institutions. Its Regent Award Suite automates verification, packaging, repackaging, disbursement, and Return to Title IV (R2T4) processing across all enrollment models including Standard Academic Year, Borrower-Based Academic Year (BBAY), non-term, Competency-Based Education (CBE), and Subscription-Based Programming. Complementary modules automate scholarship management, student verification, financial aid planning, non-citizen state aid applications, and CRM-integrated financial aid visibility through the Salesforce AppExchange.
Product overview
Regent Education is a SaaS-based financial aid and enrollment management software provider for higher education institutions. The company offers an integrated suite of cloud-based solutions: Regent Award Suite as the core financial aid management platform for automating packaging, repackaging, disbursement, and R2T4 across all enrollment models; Regent Fund for scholarship management automation; Regent Review for automated student verification; Regent Plan for student financial planning and borrowing tools; Regent Access for non-US citizen state aid applications; and Regent Award for Salesforce providing CRM-integrated financial aid insights. The company is Salesforce's only ISV partner in U.S. Higher Education and focuses exclusively on building financial aid software with over 10 years of market experience. The solutions are designed for financial aid professionals and support non-traditional enrollment models including non-term, BBAY, CBE, and subscription-based programming models.
Differentiator
Problem solved
Functional benefit
Brands
- Regent Award Suite: Comprehensive financial aid management solution that automates the full financial aid lifecycle across enrollment models.
- Regent Fund
- Regent Access
- Regent Review
- Regent Plan
- Regent SNAP
- Regent Award for Salesforce
Products and services
- Regent Award Suite Cloud-based SaaS financial aid management platform that automates packaging, repackaging, disbursement, and R2T4 processing across all enrollment models including Standard Academic Year (SAY), Borrower-Based Academic Year (BBAY), non-term, and Competency-Based Education (CBE). Built for U.S. colleges, universities, and technical schools.
- Regent Fund Scholarship management SaaS module that automates the full institutional scholarship lifecycle from application to award to reporting for higher education institutions.
- Regent Review Fully-automated student verification SaaS module that streamlines collection of verification documents, C-code processing, task assignments, and workflows with real-time features for higher education financial aid offices.
- Regent Plan Student financial planning SaaS solution that enables students to plan, forecast, and track their financial aid for existing and upcoming degree years with smart borrowing tools and counselor support.
- Regent Access FAFSA-like online application SaaS product for non-U.S. citizen students to apply for state financial aid, automating the application process for state higher education agencies and institutions serving undocumented residents.
- Regent Award for Salesforce Salesforce AppExchange application that surfaces financial aid insights inside the CRM for student recruiting and advising—allowing recruiters to see FAFSA presence and awarding status and advisors to identify at-risk students for proactive outreach.
- Regent Financial Aid Suite Cloud-based financial aid management suite comprising Regent Award, Regent Review, Regent Plan, and Regent Access that automates, streamlines, and simplifies the financial aid lifecycle for higher education institutions.
Quantifiable outcome
- 20%-60% reduction in manual back-office financial aid processing
- +5 more outcomes
Companies that use Regent Education
Customer profileNamed customers11 records
Segments3 records
Ideal customer profiles3 records
Regent Education technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature8 records
Regent Education partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered strategic, flagship and core.
- CollegeBuysstrategicRegent Education joined the CollegeBuys Institutional Purchasing Program to provide California's community colleges with discounted access to its financial aid and fund management solutions. The partnership aims to facilitate affordable financial aid options and streamline enrollment processes to support California Community Colleges' goals of increasing access and equity.
- Massachusetts Department of Higher EducationstrategicPartnership to advance tuition equity for undocumented students in Massachusetts, implementing automated state financial aid application solutions.
- OcelotstrategicStrategic partnership where Ocelot's AI-powered chatbot platform integrates with Regent Education's financial aid SaaS deployments to provide student-specific answers to financial aid questions. The integration enables students to receive answers to common questions like 'What is the status of my financial aid award?' and 'When will my financial aid be disbursed?' through real-time integration.
- SalesforceflagshipRegent Education is Salesforce's only ISV (Independent Software Vendor) partner in U.S. Higher Education. The partnership includes Regent Award for Salesforce application on AppExchange, providing financial aid insights for student recruiting and advising within the CRM platform.
- HobsonsstrategicStrategic partnership combining Hobsons' enrollment services with Regent's SNAP solution to streamline the financial aid process for growing non-term populations. The partnership helps institutions reach enrollment objectives through expansion in online and non-traditional learning environments.
- University Financial Aid Solutions (UFAS)coreStrategic partnership to provide Regent Education's award-winning financial aid management solution to UFAS' customer base of small to medium sized colleges and universities. UFAS, an affiliate of Greenwood and Hall, provides third party financial aid processing services.
- C-BEN (Competency-Based Education Network)strategicPartnership with C-BEN to support the growth of competency-based education. Regent is the only solution that can automate financial aid processes for CBE programs and has been a long-time partner to the CBE movement, enabling its growth.
Scale indicators9 records
Recent moves9 records
Expansion highlights6 records
Regent Education competitors and assessment
Company assessmentBroad incumbents
- Oracle PeopleSoft Campus Solutions: Oracle's PeopleSoft Campus Solutions includes a long-standing financial aid module used by many large public universities. Competes with Regent in institutional RFPs where Oracle is the incumbent systems vendor.
- Blackboard (Anthology): Blackboard, also owned by Anthology, provides SIS-adjacent student services including financial aid tooling. Competes with Regent at institutions using Blackboard as their primary LMS/SIS vendor.
- Workday Student: Workday's cloud-native Student suite includes a financial aid module targeting large research universities and systems. Competes with Regent primarily in four-year institution RFPs where a single cloud vendor is preferred.
- Anthology (CampusLogic + PowerFAIDS): Anthology acquired CampusLogic and bundles PowerFAIDS, making it the largest direct competitor in U.S. higher-ed financial aid management. Overlaps heavily with Regent on packaging, disbursement, and student self-service for Title IV aid.
- Ellucian (Banner Financial Aid / Colleague): Ellucian's Banner and Colleague SIS platforms include financial aid modules serving many of the same institutions Regent targets. As a broad incumbent with deep SIS entrenchment, Ellucian is the most common competitor in incumbent-replacement deals.
Direct peers
- Jenzabar: Jenzabar provides SIS and financial aid management software primarily to small-to-mid-sized private and faith-based colleges, an overlapping segment with Regent. Direct competitor for non-term and traditional FAM deals.
- uAchieve (CollegeSource): CollegeSource's uAchieve suite includes transfer articulation and increasingly financial aid functionality. Adjacent competitor serving similar institutional buyers in registrar and aid offices.
- Hobsons (Anthology): Hobsons — now part of Anthology — was a former Regent channel partner focused on enrollment and student success. Competes with Regent on enrollment-driven financial aid prequalification and advising workflows.
Others
- Salesforce Education Cloud: Salesforce is both a partner (AppExchange) and a strategic adjacency for Regent. Education Cloud could in theory build native financial aid functionality, representing a long-term platform risk.
- Ocelot: Ocelot's AI-powered chatbot integrates with Regent deployments for student-facing financial aid Q&A. Adjacent/ecosystem peer — not a direct competitor but a partner whose strategic moves could shape Regent's student-engagement roadmap.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Regent Education social profiles
Digital presenceRegent Education compliance and trust
Trust signalCompliance4 records
Regent Education financial estimates
Financial estimateRevenue estimate
Valuation estimate
Regent Education leadership team
Management profileNumber of profiles
Profiles10 records
Regent Education funding detail
Funding detailFunding overview
Funding rounds9 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Regent Education M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Regent Education
What does Regent Education do?
Regent Education provides cloud-based SaaS financial aid management software for U.S. higher education institutions. Its Regent Award Suite automates verification, packaging, repackaging, disbursement, and Return to Title IV (R2T4) processing across all enrollment models including Standard Academic Year, Borrower-Based Academic Year (BBAY), non-term, Competency-Based Education (CBE), and Subscription-Based Programming. Complementary modules automate scholarship management, student verification, financial aid planning, non-citizen state aid applications, and CRM-integrated financial aid visibility through the Salesforce AppExchange.
Is Regent Education a public or private company?
Regent Education is a private company. It is classified as venture growth investor backed and is currently operating.
When was Regent Education founded?
Regent Education was founded in 2007. It employs 51 to 100 people.
Where is Regent Education based?
Regent Education is headquartered in Frederick, United States, in the North America region.
How does Regent Education make money?
One revenue line is on record: saaS Subscription Licensing.
Who are Regent Education's main competitors?
Broad incumbents on record are Oracle PeopleSoft Campus Solutions, Blackboard (Anthology), Workday Student, Anthology (CampusLogic + PowerFAIDS) and Ellucian (Banner Financial Aid / Colleague). Direct peers are Jenzabar, uAchieve (CollegeSource) and Hobsons (Anthology). Others are Salesforce Education Cloud and Ocelot.
Does Regent Education have an API?
No public API is recorded for Regent Education.
What industry is Regent Education in?
Regent Education's product category is Higher Education Financial Aid Management Software. Its primary akta.pro industry code is EDADAHAJ, Financial Aid Systems, Disbursement & Payment Operations, with a secondary code of EDALAJAA, Financial Aid Administration & Packaging. Its NAICS code is 611710 and its SIC code is 7372.