What Wall Street Prep does

Wall Street Prep, founded in 2004 and headquartered in Newton, Massachusetts, is a private financial training provider that delivers practical financial modeling, valuation, and investment banking education to individual professionals, corporations, and universities. The company operates a dual-channel model combining self-serve e-commerce for individual learners (one-time course purchases ranging from $39 crash courses to $499 premium packages) with direct enterprise sales of customized corporate training programs to investment banks, private equity firms, and Fortune 1000 companies. Its core technology is Excel-based financial modeling training delivered through video instruction, interactive exercises, real company filings, and pre-built Excel templates; the platform has reached 500k+ cumulative learners and serves 300+ corporate clients and 150+ universities globally, with 4.9/5 average ratings across 2,174 Premium Package reviews.

The company's revenue mechanics span five streams: self-study online courses ($39–$499 one-time licenses), 8-week certificate programs co-branded with Wharton and Columbia Business Schools ($4,800–$5,000 per certificate, premium-tier), customized corporate training (multi-year contracts, quote-based), public live boot camps, and one-on-one private tutoring at $800/hour. Go-to-market blends product-led growth (free previews, Quicklesson series, SEO-driven content marketing) with enterprise field sales targeting financial institutions directly. Strategic positioning centers on being the de facto training partner for bulge-bracket banks (Goldman Sachs, Morgan Stanley, JP Morgan, Barclays, Lazard, Evercore, Jefferies, Nomura) and on credentialed university partnerships that confer professional signaling value.

Since February 2025, Wall Street Prep has been a portfolio company of The Riverside Company, which funded two add-on acquisitions in October 2025 — London-based Financial Edge Training and Euromoney Learning — creating the Wall Street Prep Group global platform spanning North America and EMEA. The company has since accelerated product launches in 2026, including an AI for Finance training series (April 2026), the Wharton Restructuring & Distressed Investing Certificate (May 2026), and the appointment of a Head of AI and Data Science (May 2026), positioning AI workflow training as a growth vertical. Wholly-owned subsidiaries Financial Edge Training and Euromoney Learning operate under the Wall Street Prep Group umbrella with retained brand identities.

Name

Wall Street Prep

Legal name

Wall Street Prep, Inc.

Website

https://wallstreetprep.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

51–100 employees

Short description

Wall Street Prep provides practical financial modeling and investment banking training through self-study courses, Wharton/Columbia co-branded certificate programs, and corporate engagements. It serves individual professionals, bulge-bracket banks, PE firms, and 150+ universities globally, backed by The Riverside Company.

Ownership category

akta.pro rank

Product category

Professional Financial Training Services

NAICS

Business and Secretarial Schools (61141)

SIC

Investment Advice (6282)

akta.pro primary industry

Personal Finance & Financial Literacy for Students (EDAMAIAH)

Keywords

• Financial modeling training
• Investment banking courses
• Corporate finance education
• Financial certification programs
• Professional finance training

Headquarters

HQ city

Newton

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Self-Study Online Courses: Individual courses and packages sold on a one-time purchase basis. Courses range from foundational crash courses ($39) to comprehensive certification packages ($499). Revenue is generated through direct e-commerce sales to individuals and professionals.
2. Certificate Programs (Wharton/Columbia Partnerships): 8-week online certificate programs in partnership with top business schools (Wharton, Columbia). Programs priced at $4,800-$5,000, representing premium-tier revenue from professional certification seekers.
3. Corporate Training: Customized training programs for investment banking analysts, associates, and corporate finance teams at financial institutions and Fortune 1000 companies. Sold directly to enterprise clients.
4. Live Boot Camps: Instructor-led public boot camps providing intensive in-person or virtual training with networking opportunities.
5. Private Tutoring: One-on-one live video-chat tutoring sessions with experienced investment bankers at $800/hour additional fee.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels7 records

Core offering

Wall Street Prep provides practical financial modeling and valuation training for investment banking, private equity, and corporate finance professionals. Courses and programs cover 3-statement modeling, DCF, M&A, LBO, trading comparables, transaction comparables, and industry-specific modeling, delivered through self-paced online courses, instructor-led boot camps, one-on-one private tutoring, customized corporate training, and university-partnered certificate programs with Wharton and Columbia Business School.

Differentiator

Problem solved

Functional benefit

Products and services

• Premium Package Comprehensive financial and valuation modeling certification covering 3-statement modeling, DCF, M&A, LBO, trading comparables, and transaction comparables; taught by former investment bankers using real company filings and case studies. Targeted at incoming investment banking analysts and finance professionals seeking job-ready modeling certification.
• Basic Package Entry-level financial modeling package focused exclusively on 3-statement financial modeling with 82 lessons across 10h 29m of video instruction. Used by individual learners and corporate buyers needing foundational financial statement modeling skills.
• Project Finance Modeling Industry-specific financial modeling program focused on project finance modeling techniques; serves 77,006 enrolled students and finance professionals seeking specialized infrastructure and project finance deal modeling skills.
• Bank & FIG Modeling Specialized financial modeling program for banks and financial institutions, covering FIG-specific valuation and modeling techniques for professionals working in or analyzing financial institution clients.
• Oil & Gas Modeling Specialized financial modeling program for oil & gas sector deals, covering industry-specific valuation methodologies and reserve-based modeling.
• Biotech Sum of the Parts Valuation Specialized valuation program applying sum-of-the-parts methodologies to biotech companies, designed for equity research, investment banking, and corporate development professionals covering the healthcare sector.
• Corporate Restructuring Financial modeling program focused on corporate restructuring scenarios, including distressed situations and out-of-court workouts; targeted at restructuring advisory professionals.
• 13-Week Cash Flow Model Specialized cash flow modeling program covering the 13-week cash flow forecast used in restructuring and treasury management, designed for restructuring bankers and corporate treasury professionals.
• Private Equity Masterclass Masterclass covering LBO modeling, deal sourcing analysis, and private equity transaction execution; priced at $399 and targeted at PE associates and principals seeking deep LBO and structuring expertise.
• Venture Capital Masterclass Masterclass covering venture capital deal analysis and modeling, targeted at VC associates, principals, and partners who need fluency with startup valuation and VC deal structuring.
• Sell-Side Equity Research Certification (ERC) Equity research certification program designed for sell-side equity research analysts, covering earnings forecasts, valuation modeling, and investment thesis development.
• Buy-Side Financial Modeling Modeling program tailored to buy-side analysts and portfolio managers, covering investment thesis development and fundamental modeling used in long/short and long-only investment processes.
• Excel Crash Course Entry-level Excel skills course priced at $39, designed for finance professionals needing foundational Excel proficiency including formulas, shortcuts, and modeling basics.
• PowerPoint Crash Course Entry-level PowerPoint skills course for finance professionals needing to build pitchbook-quality presentations quickly.
• Ultimate Excel VBA Course Advanced Excel VBA programming course for finance professionals seeking to automate modeling workflows and build custom financial tools.
• Real Estate Financial Modeling Real estate-focused financial modeling program for professionals working in real estate investment, lending, or development.
• REIT Modeling Specialized modeling program for REIT valuation covering NAV models, FFO/AFFO analysis, and real estate-specific financial metrics used by sell-side and buy-side analysts.
• Accounting Crash Course Entry-level accounting fundamentals course for finance professionals needing to refresh or learn foundational accounting concepts used in financial modeling.
• Advanced Accounting Advanced accounting program for finance professionals covering complex accounting topics including consolidations, intercompany transactions, and non-GAAP adjustments.
• Crash Course in Bonds Entry-level fixed income fundamentals course covering bond pricing, yield curves, and credit analysis for finance professionals entering sales & trading or fixed income research.
• Analyzing Financial Reports Financial statement analysis course teaching readers how to extract insights from 10-K, 10-Q, and annual reports for investment and credit decisions.
• Interpreting Non-GAAP Reports Specialized course covering non-GAAP financial reporting and adjusted metrics used by companies, designed for equity research analysts and investment professionals.
• FP&A Modeling Financial Planning & Analysis modeling certification covering budgeting, forecasting, scenario analysis, and corporate finance modeling used by FP&A and corporate finance teams.
• Fixed Income Markets Certification (FIMC) Fixed income markets certification covering bond markets, credit analysis, interest rate products, and sales & trading workflows for capital markets professionals.
• Equities Markets Certification (EMC) Equities markets certification covering equity markets structure, trading mechanics, and equity products for sales & trading and capital markets professionals.
• ESG Investing ESG and sustainable investing program covering green bonds, social bonds, and ESG analytical frameworks used by fixed income and equity investment professionals.
• Networking & Behavioral Interview (Blue Book) Investment banking behavioral interview and networking preparation program targeted at candidates pursuing investment banking roles through recruiting and on-cycle or off-cycle interviews.
• 1000 IB Interview Questions (Red Book) Investment banking technical interview preparation program featuring 1,000 practice questions covering accounting, valuation, M&A, and brainteaser content used in IB technical interviews.
• Investment Banking Soft Skills Investment banking soft skills program covering time management, communication, meeting skills, and the working style needed to succeed as a junior banker; taught by WSP founder Matan Feldman.
• AI for Business & Finance Certificate (with Columbia Business School) 8-week online certificate program in partnership with Columbia Business School Executive Education, priced at $5,000, addressing workflow-specific AI integration challenges and practical AI applications for finance professionals.
• Private Equity Certificate (with Wharton) 8-week online certificate program in partnership with the Wharton School focused on private equity, priced at $4,800; provides a Wharton-recognized professional credential for PE professionals.
• Applied Value Investing Certificate (with Wharton) 8-week online certificate program in partnership with the Wharton School focused on applied value investing, priced at $4,800; serves buy-side professionals and individuals pursuing value investing rigor.
• Real Estate Investing Certificate (with Wharton) 8-week online certificate program in partnership with the Wharton School focused on real estate investing, priced at $4,800; serves real estate investment and finance professionals.
• Financial Planning & Analysis Certificate (with Wharton) 8-week online certificate program in partnership with the Wharton School focused on Financial Planning & Analysis, priced at $4,800; serves corporate finance and FP&A professionals.
• Restructuring & Distressed Investing Certificate (with Wharton) 8-week online certificate program launched May 5, 2026 in partnership with Wharton Online covering the full lifecycle of financial distress from diagnosing decline through Chapter 11 processes and distressed M&A, priced at $4,800 with early enrollment tuition. Designed for restructuring professionals, distressed debt investors, and turnaround advisors responding to nearly $3 trillion in outstanding leveraged loans and high-yield bonds.
• Corporate Training Programs Customized financial training programs delivered directly to enterprise clients including investment banks, private equity firms, asset managers, and Fortune 1000 companies. Programs include workflow-specific AI training, tool adoption, prompt engineering for deal workflows, and custom curriculum. Pricing is quote-based on multi-year contracts.
• Public Boot Camps Instructor-led public boot camps providing intensive in-person or virtual training in financial modeling and deal execution, with networking opportunities for finance industry professionals across multiple cities.
• Private Online Tutoring One-on-one live video-chat tutoring with experienced investment bankers, priced at $800 per hour. Sessions include shared models, virtual blackboard, and file sharing. Designed for individual professionals needing personalized coaching on financial modeling, interview prep, or career advancement.
• AI for Finance Training Series Live training series launched April 2, 2026 by Financial Edge Training (a Wall Street Prep company) for investment banking analysts and deal teams, addressing the gap between AI tool access and practical workflow adoption. Delivered by former investment banking professionals and covering AI coaching, tool-specific training, and workflow-native prompting across deal execution, research, and investment processes.

Quantifiable outcome

• Analysts using AI report saving more than 10 hours per week on tasks including meeting preparation and market research (from Financial Edge Training survey of leading investment banks).
• +1 more outcomes

Named customers15 records

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core and flagship.

• Financial Edge TrainingcoreStrategic or Co-development Partner · 8 October 2025Financial Edge Training, a London-based provider of financial education, was acquired by Wall Street Prep as its first add-on acquisition. The acquisition combines two respected names in financial education under the Wall Street Prep Group platform.
• Euromoney LearningcoreStrategic or Co-development Partner · 8 October 2025Euromoney Learning, a London-based provider of financial education and professional development, was acquired alongside Financial Edge as an add-on to Wall Street Prep. The acquisition extends WSP's reach across EMEA and creates a leading global platform for finance training.
• Wharton School (University of Pennsylvania)flagshipStrategic or Co-development PartnerWall Street Prep partners with Wharton to offer five 8-week online certificate programs: Private Equity, Real Estate Investing, Financial Planning & Analysis, Applied Value Investing, and Restructuring & Distressed Investing. These co-branded programs provide Wharton globally recognized certificates.
• Columbia Business School Executive EducationflagshipStrategic or Co-development PartnerWall Street Prep partners with Columbia Business School to offer the AI for Business & Finance Certificate program. This 8-week online certificate focuses on practical AI applications for finance professionals, addressing workflow-specific AI integration challenges.

Scale indicators9 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Training The Street: Direct competitor offering corporate financial modeling training to investment banks and similar institutions. WSP customers explicitly compare the two, with one citing WSP materials as preferable.
• Corporate Finance Institute (CFI): Direct competitor in online financial modeling certification, offering similar self-study courses, FMVA certification, and corporate training programs to finance professionals globally.
• Breaking Into Wall Street: Direct competitor providing investment banking and PE modeling training with a similar target audience of aspiring and current finance professionals seeking practical deal skills.
• Financial Edge Training: London-based financial training provider that became a Wall Street Prep subsidiary in October 2025. Historically a direct peer targeting investment banking training in EMEA before the acquisition.
• Euromoney Learning: London-based financial education provider acquired alongside Financial Edge Training in October 2025. Historically a direct peer in professional finance training across EMEA markets.

Emerging players

• Biostatistics (Bionic) / 365 Careers: Emerging player in online finance and data professional training on Udemy-style platforms, competing for the same individual finance professional learner base with lower price points.

Broad incumbents

• Coursera for Business: Broad incumbent enterprise learning platform offering finance courses from top universities; competes for corporate training budget and provides an alternative channel for individual learning.
• Udemy Business: Broad incumbent in enterprise e-learning with deep finance course catalog, competing on price point for individual learners and increasingly on corporate training contracts.
• Emeritus: Broad incumbent in online executive education partnering with top business schools (Columbia, MIT, Wharton) for certificate programs — overlapping with WSP's Wharton and Columbia certificate tier.
• Skillsoft: Broad incumbent enterprise learning platform serving Fortune 1000 companies with finance, leadership, and compliance content — competing for the same corporate L&D budgets as WSP's enterprise team.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/wall-street-prep

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries2 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wall Street Prep