What Training The Street does

Training The Street (legal entity Training The Street LLC, DBA TTS) is a private US-based finance and business training provider. The company delivers integrated teaching solutions on financial concepts through four primary channels: a self-study online portal (video courses and bundles priced $200-$650), turnkey public courses delivered in major US cities and virtually (one to five day programs priced $1,150-$6,250), customized corporate training programs for financial institutions (quote-based, multi-year contracts), and academic partnerships with elite business schools. Course catalog spans fundamentals (Excel, financial modeling, financial statement analysis, valuation), role-specific bundles (Investment Banking, Private Equity, Equity Research, Asset Management), industry-specific verticals (Real Estate, Software/Tech, Oil & Gas, Banking/FIG), and emerging AI productivity topics. Notable technical components include TTS Turbo Macros (an Excel add-in distributed via Microsoft AppSource), an industry-exclusive Excel Grader for real-time feedback, and the SmartPath Assessment adaptive learning engine.

Business model combines transactional one-time course purchases (self-study and public courses), subscription-based recurring revenue (TTS Turbo Macros), professional-services revenue from customized corporate programs, and licensing/royalty arrangements (LSEG Finance Essentials Certification developed jointly with the London Stock Exchange Group). Go-to-market is hybrid: enterprise field sales for corporate accounts, inside sales/self-serve for individual learners, and event-driven public course calendars. Marketing channels include the company website, email marketing, academic partnerships, third-party reviews (CourseCheck), and content marketing. Primary customer segments are investment banks and asset managers onboarding new analysts and lateral hires, private equity firms (relationships cited with 19 of the top 25 PE firms globally), students and recent graduates preparing for finance careers, corporate finance and FP&A teams, and elite academic institutions.

Founded in 1999 (firmographic record; corporate history indicates 2011), headquartered in Brooklyn with delivery locations in New York, Chicago, Charlotte, and internationally following the April 2023 acquisition of Canada-based The Marquee Group. The company trains 50,000+ students annually with combined teaching capacity exceeding 5,000 days per year post-acquisition. Ownership includes growth investments from Falfurrias Capital Partners (June 2021) and AEA Investors (May 2025). Leadership includes founder Scott Rostan (CEO, Principal & Instructor), Robert Rostan (Principal and CFO), and Barry Schnell (Chief Commercial Officer).

Name

Training The Street

Legal name

Training The Street LLC

Website

https://trainingthestreet.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

51–100 employees

Short description

Training The Street (TTS) is a US-based private finance education provider delivering self-study, public, and customized corporate training programs in financial modeling, valuation, Excel, and emerging AI tools to investment banks, asset managers, private equity firms, and students.

Ownership category

akta.pro rank

Product category

Financial Training and Professional Education Services

NAICS

Professional and Management Development Training (61143), Business Schools and Computer and Management Training (6114), Computer Training (611420)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Financial Services (Non-Banking) (EDABALAK)

akta.pro secondary industries

Corporate Finance & Treasury (EDABAJAA), Finance, Banking & Capital Markets (EDAAAPAG), Core Digital Curriculum & Courseware (Full Programs & Units) (EDAFACAA)

Keywords

• Financial training services
• Corporate finance education
• Excel modeling courses
• Investment banking training
• Private equity training

Headquarters

HQ city

Brooklyn

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Self-Study Online Courses: Video-based self-study courses sold as individual courses or bundles. Courses range from free introductory content to premium bundles priced at $200-$650. Revenue recognized per transaction at point of sale.
2. Public Courses: Instructor-led public courses offered in major cities and virtually. Priced from $1,150 to $6,250 per course. Sessions range from 2 days to 5 days. Evening Essentials offered at $2,800 for 8 sessions.
3. Corporate Training Programs: Customized training programs delivered to corporate clients for new hire, lateral hire, and continuing development training. Priced per program or annual contract. Includes Excel training, finance fundamentals, and specialized topic training.
4. SprinTTS Short-Format Courses: Half-day to full-day virtual instructor-led sessions on focused topics. Priced from $500 to $1,250 per session. Topics include AI tools for finance, LBO exits, data center modeling.
5. TTS Turbo Macros Subscription: SaaS subscription for Excel add-in available via Microsoft AppSource. Free trial offered. Group discounts available for first year of subscription.
6. LSEG Finance Essentials Certification: Self-paced certification program developed with LSEG. Revenue shared or licensed through partnership arrangement.

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels6 records

Core offering

Training The Street delivers instructor-led and self-paced financial training programs covering Excel, financial modeling, valuation, accounting, private equity, and related finance topics. The company distributes content through three primary channels: self-study online courses (video-based, individual learners), public courses (in-person/virtual instructor-led), and customized corporate training programs. It also offers TTS Turbo Macros, an Excel productivity add-in distributed via Microsoft AppSource.

Product overview

Training The Street is a global finance and business training provider offering a multi-format educational platform with three primary delivery channels: Self-Study Online Courses (video-based, self-paced learning), Public Courses (in-person and virtual instructor-led), and Corporate Training Solutions (customized on-site programs). The company also offers TTS Turbo Macros, an Excel add-in product available via Microsoft AppSource. Course offerings span fundamentals bundles (Foundations, Advanced), role-specific bundles (Investment Banking, Private Equity, Equity Research, Asset Management), industry-specific bundles (Real Estate, Software/Tech, Oil & Gas, Banking/FIG), productivity tools (Mastering Excel, PowerPoint), and specialized programs in AI for Finance, Copilot for Finance, Data Science & Analytics, Global Markets, and Professional Skills. The SprinTTS format provides short-form virtual sessions. The company operates an academic partnership program with top universities and maintains a learning resources section with free Excel tutorials. The April 2023 acquisition of The Marquee Group expanded its global reach to over 5,000 teaching days annually.

Differentiator

Problem solved

Functional benefit

Brands

• SprinTTS: Short-form virtual sessions that go straight to the heart of the subject. SprinTTS takes the world-class instruction TTS delivers to top financial institutions and packages it into focused, fast-moving sessions that fit into a workday.
• TTS Turbo Macros
• TTS Excel Grader

Products and services

• Self-Study Online Courses Video-based self-study courses allowing individuals to learn at their own pace using the same content and instructors as other TTS programs, covering fundamentals, role preparation, industry-specific topics, and productivity subjects.
• Public Courses Turnkey instructor-led finance training courses delivered in-person in major cities or virtually for individuals and organizations, including flagship Core Comprehensive and SprinTTS short-format sessions.
• Corporate Training Solutions Customized training programs delivered at client organizations covering corporate Excel training, continuing development, AI for finance, private equity, global markets, financial statement analysis, data science, and professional skills.
• Academic / On-Campus Training University partnership program delivering finance workshops and self-study courses to students at leading academic institutions including Harvard, Wharton, Kellogg, London Business School, NYU Stern, Chicago Booth, Yale, Queen's, HKUST, UNC, and Kelley School of Business.
• Core Comprehensive Flagship five-day public course blending finance and Excel training with hands-on real-world financial modeling and corporate valuation applications; starting price $1,150.
• SprinTTS Short-form virtual finance training sessions ranging from 2 hours to a full day, covering business case modeling, data center modeling, financial restructuring, LBO exits, data storytelling, and AI tools for finance.
• TTS Turbo Macros Excel add-in providing custom keyboard shortcuts for faster formatting, consistency across worksheets, and productivity enhancement. Available via Microsoft AppSource for Windows and limited Mac support, with features including font color toggle, fill toggle, border toggle, number format toggle, alignment toggle, worksheet control, and precedent tracer.
• Enhanced Core Five-day intensive public course for new and lateral hires providing real-world applications and professional standards training; starting price $6,250.
• Private Equity Transition Five-day public course developing skills for the private equity industry, including detailed operating model construction with revenue build, variable cost, overhead, and SG&A analysis; starting price $5,750.
• Undergraduate: Wall Street Bootcamp Three-day intensive course for interns and undergraduate students covering skills needed to excel in finance internships; starting price $3,450.
• Fast Track: Financial Modeling Two-day public course on building interactive three-statement financial models from scratch, blending accounting, finance, and Excel skills; starting price $2,300.
• Data Science Bootcamp Hands-on bootcamp covering Python, VBA, and Power BI training for data analysis, workflow automation, and insight communication; starting price $3,000.
• Foundations + Advanced Bundle Self-study bundle covering applied Excel, financial modeling, LBO modeling, and valuation fundamentals across 16 courses; priced at $500 (reduced from $1,075).
• Investment Banking Bundle Self-study bundle covering essentials of investment banking including LBO analysis fundamentals and M&A accounting across 14 courses; priced at $500 (reduced from $1,075).
• Private Equity Bundle Self-study bundle providing expertise in private equity including financial statement analysis and financial math across 14 courses; priced at $450 (reduced from $1,075).
• Real Estate Bundle

Quantifiable outcome

• 50,000+ students trained annually
• +3 more outcomes

Named customers13 records

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability3 records

Feature4 records

Partnerships

Four partnerships are on record, tiered major, core and key.

• The Marquee GroupmajorOthers · 1 April 2023Acquisition of The Marquee Group, a Canada-based financial modeling training provider, announced April 2023. Combined companies offer more than 5,000 teaching days annually across major cities worldwide with expanded content and online training offerings.
• LSEG (London Stock Exchange Group)coreStrategic or Co-development PartnerJoint development of LSEG Finance Essentials Certification program - a comprehensive self-paced certification delivering practical capital markets knowledge. Certificate demonstrates desk-ready finance skills for employers worldwide.
• Van Buren AdvisorykeyStrategic or Co-development PartnerPartnership to deliver world-class professional skills and leadership training combining TTS finance training with Van Buren's executive presence and communication expertise. Result is 'Classroom to Corporate' program for Wall Street culture preparation.
• Top Academic InstitutionskeyChannel Partner/ Reseller/ DistributorPartnerships with university administrations and student clubs including London Business School, Harvard Business School, Wharton, NYU Stern, Kellogg, Yale, Chicago Booth, Queen's University, HKUST, UNC Chapel Hill, and Kelley School of Business for campus workshops and student access.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Wall Street Prep: Direct competitor offering self-study and corporate training in financial modeling, Excel, and valuation for investment banking and private equity professionals. Closest like-for-like peer to TTS in curriculum, audience, and delivery model.
• Breaking Into Wall Street: Online training provider focused on investment banking, private equity, and hedge fund recruiting and modeling, with self-study packages and mentorship. Comparable to TTS in target buyer (students and lateral hires) and finance modeling focus.
• Corporate Finance Institute (CFI): Provider of online financial modeling, valuation, and corporate finance certifications with a subscription-based learning platform. Comparable to TTS in self-study course catalog and finance professional audience, with a stronger marketplace/certification positioning.
• The Marquee Group: Canada-based financial modeling training provider acquired by TTS in April 2023. Previously a direct competitor in North American corporate finance training; now a wholly-owned subsidiary but historically a like-for-like peer.

Broad incumbents

• Skillsoft: Large enterprise learning platform offering broad professional development, leadership, and technology training. Comparable as a corporate training competitor for budget share, but does not specialize in finance modeling the way TTS does.
• Kaplan (Financial Training): Established financial services training provider (including actuarial and professional certification prep) under Kaplan. Overlaps with TTS on credentialing and financial professional audiences, but operates as part of a broader education portfolio.
• Emeritus: Online executive education partner offering finance, leadership, and technology courses in partnership with top business schools. Comparable to TTS in serving experienced finance professionals, but with a broader, university-branded executive education model.

Emerging players

• Coursera: Global MOOC platform with finance specializations from partner universities. Comparable as a low-friction alternative for self-study finance content, but lacks TTS's practitioner-led, cohort-style public courses and PE-firm relationships.
• DataCamp: Online learning platform focused on data, Python, and analytics skills for professionals. Comparable as an adjacent data/analytics upskilling provider for finance teams, overlapping with TTS's Data Science & Analytics offering.
• Udemy Business: Marketplace-based corporate learning platform with broad catalog of finance and Excel courses. Competes with TTS for budget at the lower price point and self-study layer, though TTS differentiates on premium finance depth and practitioner instructors.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/TTS_Chat

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds2 records

Investors2 records

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

M&A1 record

Investments

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

Frequently asked questions about Training The Street