Financial Edge Training
Financial Edge Training delivers corporate training and certification programs for finance professionals through its Felix learning platform, serving individuals, top investment banks, and other financial institutions globally with online courses, role-based micro-degrees, and enterprise L&D solutions.
- Company typePrivate
- Founded2016
- HeadquartersHarrison, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingSoftware
What Financial Edge Training does
Financial Edge Training is a London-headquartered financial education provider (operating under Wall Street Prep Group following its October 2025 acquisition by The Riverside Company) that delivers corporate training programs and certification courses for investment managers and finance professionals. Its core product is Felix, an all-in-one learning and productivity platform combining 4,000+ training videos across 520+ playlists, 12 role-based learning pathways, 50+ certifications (micro-degrees, skills certificates, completion certificates), live webinars, and a company filings database covering 7,000+ companies globally across US, UK, Canada, France, Italy, Germany, and Hong Kong. The platform integrates with the FE Max Excel add-in and provides pre-built sector and transaction models (DCF, LBO, comps, divestiture analysis).
The company operates a hybrid business model spanning individual self-serve subscriptions (Free, Boost at $549/year, Pro at $849/year), one-time course purchases ($19-$869), enterprise corporate training with bespoke L&D solutions for investment banks, private equity firms, asset managers, and sovereign wealth funds, in-person public courses in London and New York City, and 1:1 coaching services. Go-to-market combines product-led growth on Felix with a dedicated enterprise field sales team across Americas, EMEA, and APAC, supported by weekly Felix Live webinars across three time zones and a content marketing engine spanning 700+ blog articles, podcasts, and email newsletters.
Financial Edge generates revenue through five primary streams: annual individual subscriptions, individual course purchases (lifetime access), recurring corporate/team training contracts, professional services (1:1 coaching), and one-time public course fees. The company maintains offices in London (headquarters), New York, Hong Kong, Singapore, and Banbury, serves the top 4 investment banks among its enterprise clients, and has trained 100K+ professionals globally. In April 2026, the company launched an AI for Finance live training series using Claude, reflecting its positioning at the intersection of finance education and AI workflow enablement.
Financial Edge Training firmographics
Firmographics- Name
- Financial Edge Training
- Legal name
- IBHero.com Ltd
- Website
- https://fe.training
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Financial Edge Training delivers corporate training and certification programs for finance professionals through its Felix learning platform, serving individuals, top investment banks, and other financial institutions globally with online courses, role-based micro-degrees, and enterprise L&D solutions.
- Ownership category
- akta.pro rank
Financial Edge Training industry classification
Industry- Product category
- Professional Finance Training and Certification
- NAICS
- Professional and Management Development Training (611430), Business Schools and Computer and Management Training (6114)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Banking, Credit & Lending (Underwriting, Credit Risk) (EDABAJAH)
- akta.pro secondary industries
- Corporate Finance & Treasury (EDABAJAA), Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ), Finance, Banking & Capital Markets (EDAAAPAG)
Keywords
Where Financial Edge Training is headquartered
LocationHeadquarters
- HQ city
- Harrison
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Financial Edge Training business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Individual Subscriptions (Felix): Annual subscription plans (Boost and Pro) providing full access to learning content, certifications, and data features. Billed annually with automatic renewal.
- Individual Course Purchases: One-time purchases for lifetime access to individual courses, skills certificates, and micro-degrees. Prices range from $19 to $869 depending on course type and duration.
- Corporate/Team Training: Customized L&D solutions for financial institutions including bespoke learning pathways, admin dashboards, usage reports, and quiz reports for tracking employee progress.
- 1:1 Coaching Sessions: Private coaching sessions (30 or 60 minutes) with instructors for career acceleration and personalized guidance.
- Public Courses: In-person training programs in London and New York City, as well as online live AI courses using Claude for instructor-led cohorts.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Free Plan - Access to free learning materials |
| Subscription | Annual | Boost Plan - Full access to certified courses |
| Subscription | Annual | Pro Plan - Full Felix access with company data |
| One time/ perpetual license | Pay-as-you-go | Micro-degree courses (individual) |
| Unit Pricing | Pay-as-you-go | Skills certificates (individual) |
| Unit Pricing | Pay-as-you-go | Completion certificates (individual) |
| Unit Pricing | Pay-as-you-go | 1:1 Coaching |
Go-to-market motion3 records
Distribution channels6 records
Marketing channels8 records
Financial Edge Training product offering
Product offeringCore offering
Financial Edge Training sells certified online finance education programs delivered through its Felix learning platform. The core catalog includes 12 Wall Street-recognized Micro-degree certifications (Investment Banker, Private Equity Associate, Portfolio Manager, Credit Analyst, etc.), Skills Certificates, individual Completion Certificates, live AI for Finance training, the FE Max Excel add-in, and 1:1 coaching. Revenue is generated through individual subscriptions (Boost/Pro plans), per-course purchases, public in-person courses in London and New York, and bespoke corporate training programs for financial institutions.
Product overview
Financial Edge Training is a financial education company (operating under Wall Street Prep Group following acquisition by The Riverside Company) offering a unified platform combining multiple training products. The core offering is the Felix learning platform providing self-paced online programs including 12 Wall Street-recognized Micro-degree certifications (Investment Banker, Private Equity Associate, Project Financier, Portfolio Manager, Research Analyst, Venture Capital Associate, Restructurer, Credit Analyst, Real Estate Analyst, Trader, FIG Banker, and Business Toolkit), Skills Certificates (Accountant, Modeler, Valuer, Deal Maker), and individual Completion Certificates. Additional products include the AI for Finance Training Series (live instructor-led courses using Claude), FE Max Excel Add-in, 1:1 coaching services, and enterprise corporate training solutions. Subscription tiers (Boost and Pro plans) provide access to over 4,400 training videos, 520+ playlists, company filings data, and sector-specific models. The company also offers in-person public courses in London and New York City.
Differentiator
Problem solved
Functional benefit
Brands
- Felix: An all-in-one toolkit for finance professionals, combining hundreds of hours of learning content, live sessions, certified courses, role-based pathways, company filings, valuation data, industry data, and models.
Products and services
- Felix Learning Platform
Quantifiable outcome
- 80% of leading investment banks are deploying AI tools such as Microsoft Copilot
- +3 more outcomes
Companies that use Financial Edge Training
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Financial Edge Training technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature7 records
Financial Edge Training partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and minor.
- Top 4 Investment Banks (unnamed)coreFinancial Edge provides training to analysts at the top 4 investment banks, with courses designed to match the training provided to new hires at these institutions.
- NASBA (National Association of State Boards of Accountancy)minorFinancial Edge Training is registered as a sponsor of continuing professional education on NASBA's National Registry of CPE Sponsors, enabling CPAs to earn continuing education credits through their courses.
Scale indicators8 records
Recent moves7 records
Expansion highlights6 records
Financial Edge Training competitors and assessment
Company assessmentEmerging players
- Coursera for Business: Enterprise learning platform partnering with universities and credential bodies to deliver finance content; overlaps in B2B L&D procurement with FE's corporate training motion.
- 365 Careers: Online finance and data training provider with a strong Udemy/individual presence and growing corporate offering; overlaps FE's individual subscription and Excel/modeling content.
- Udemy Business: Enterprise learning platform with a large catalog of third-party finance courses; competes on broad enterprise L&D budgets where banks evaluate FE against generic, lower-cost course libraries.
Direct peers
- Breaking Into Wall Street: Direct competitor for investment banking interview prep and financial modeling training, offering online courses, mentoring and equity research/sales & trading programs targeting the same junior-banker customer segment.
- Euromoney Learning: London-based financial education and professional development provider, also acquired by Wall Street Prep Group in October 2025; offers overlapping open-enrollment and in-house programs for EMEA banks and asset managers.
- Corporate Finance Institute (CFI): Direct subscription-based competitor offering FMVA certification, modeling courses and corporate programs across banking, PE and corporate finance — directly overlapping Felix's content taxonomy and individual/enterprise buyer mix.
Broad incumbents
- CFA Institute: Global standards body for investment credentials; competes in the certification and continuing education space and is even listed as one of FE's role-based learning pathway partners for the CFA track.
- Wall Street Prep: Now FE's parent platform following the October 2025 Riverside combination, Wall Street Prep is the established leader in investment banking and corporate finance training, with overlapping micro-degree, bootcamp and corporate program offerings for the same bank/PE buyer.
- Bloomberg Market Concepts (BMC): Industry-standard entry-level finance credential used widely in IB and AM onboarding; competes with FE's foundational modeling/valuation content and holds incumbent placement with many of the same bank training programs.
Others
- Refinitiv (LSEG) Learning: Data-vendor affiliated training for capital markets and investment management workflows; competes indirectly in equipping analyst workflows where FE's Felix data layer and FE Max Excel add-in are positioned.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Financial Edge Training social profiles
Digital presenceFinancial Edge Training financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financial Edge Training leadership team
Management profileNumber of profiles
Profiles1 record
Financial Edge Training funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financial Edge Training 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 Financial Edge Training
What does Financial Edge Training do?
Financial Edge Training sells certified online finance education programs delivered through its Felix learning platform. The core catalog includes 12 Wall Street-recognized Micro-degree certifications (Investment Banker, Private Equity Associate, Portfolio Manager, Credit Analyst, etc.), Skills Certificates, individual Completion Certificates, live AI for Finance training, the FE Max Excel add-in, and 1:1 coaching. Revenue is generated through individual subscriptions (Boost/Pro plans), per-course purchases, public in-person courses in London and New York, and bespoke corporate training programs for financial institutions.
Is Financial Edge Training a public or private company?
Financial Edge Training is a private company. It is classified as private equity controlled and is currently operating.
When was Financial Edge Training founded?
Financial Edge Training was founded in 2016. It employs 101 to 250 people.
Where is Financial Edge Training based?
Financial Edge Training is headquartered in Harrison, United States, in the North America region.
How does Financial Edge Training make money?
Five revenue lines are on record. Individual Subscriptions (Felix) is the primary driver. The others are individual Course Purchases, corporate/Team Training, 1:1 Coaching Sessions and public Courses.
Who are Financial Edge Training's main competitors?
Emerging players on record are Coursera for Business, 365 Careers and Udemy Business. Direct peers are Breaking Into Wall Street, Euromoney Learning and Corporate Finance Institute (CFI). Broad incumbents are CFA Institute, Wall Street Prep and Bloomberg Market Concepts (BMC). Refinitiv (LSEG) Learning is listed as an others.
Does Financial Edge Training have an API?
No public API is recorded for Financial Edge Training.
What industry is Financial Edge Training in?
Financial Edge Training's product category is Professional Finance Training and Certification. Its primary akta.pro industry code is EDABAJAH, Banking, Credit & Lending (Underwriting, Credit Risk), with a secondary code of EDABAJAA, Corporate Finance & Treasury. Its NAICS code is 611430 and its SIC code is 8200.