Dalton Education
Dalton Education is a private for-profit education institute founded in 2005 and headquartered in Suwanee, United States, that delivers financial planning education to aspiring or practicing financial planners, operating with 11–50 employees.
- Company typePrivate
- Founded2005
- HeadquartersSuwanee, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Dalton Education does
Dalton Education is a private for-profit education institute founded in 2005 and headquartered in Suwanee, United States, focused on financial planning education. The company operates with a headcount of 11–50 employees, indicating a small-to-mid-sized specialist training provider rather than a large-scale university or platform business. Its stated positioning as an education institute for financial planning implies it serves aspiring or practicing financial planners seeking structured coursework, likely tied to designations or certifications such as the CFP (Certified Financial Planner) mark, though no program catalog, curriculum details, or credentialing partnerships are documented in the source data.
No information is available on Dalton Education's underlying technology stack, product offerings, pricing structure, distribution channels, customer segments, marketing approach, or partnerships. The absence of disclosed products and services, integrations, API details, or AI modalities in the input data suggests that either the company operates through conventional instructor-led or content-based delivery without notable proprietary technology, or that such information was not captured. Without pricing or revenue model disclosures, the business model cannot be specified beyond the standard education-sector mechanic of charging tuition or program fees to individual learners or institutional sponsors.
There is no information on funding history, investors, ownership structure, M&A activity, leadership changes, regulatory actions, awards, patents, geographic markets served, or operating status beyond "operating." The source data is materially thin, and any further characterization of the company's strategy, scale, or competitive positioning is constrained by this lack of disclosure.
Dalton Education firmographics
Firmographics- Name
- Dalton Education
- Website
- https://dalton-education.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Dalton Education is a private for-profit education institute founded in 2005 and headquartered in Suwanee, United States, that delivers financial planning education to aspiring or practicing financial planners, operating with 11–50 employees.
- Ownership category
- akta.pro rank
Dalton Education industry classification
Industry- Product category
- Financial Planning Education
- NAICS
- Educational Support Services (611710)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Finance, Banking & Capital Markets (EDAAAPAG)
- akta.pro secondary industry
- Investing Fundamentals (Stocks, Bonds, Funds, Risk) (EDAAAJAH)
Keywords
Where Dalton Education is headquartered
LocationHeadquarters
- HQ city
- Suwanee
- HQ country
- United States
- HQ region
- North America
Markets served
Dalton Education business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations
Dalton Education product offering
Product offeringCore offering
Dalton Education is an education institute that delivers financial planning education and training to aspiring and practicing financial professionals. Founded in 2005 and headquartered in Suwanee, United States, the firm offers structured learning programs focused on financial planning disciplines. Its core output is fee-based educational services rather than financial products or technology platforms.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Education Programs
Companies that use Dalton Education
Customer profileIdeal customer profiles1 record
Dalton Education technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Dalton Education partnerships and signals
Strategic signalRecent moves1 record
Dalton Education competitors and assessment
Company assessmentDirect peers
- The American College of Financial Services: Provider of professional credentials and graduate-level financial services education (including ChFC, CLU, CFP), targeting the same financial advisor continuing-education audience.
- Achievable: An online-first CFP® exam prep provider using modern UX and adaptive learning, competing directly with Dalton Education for digital-first candidates.
- Kaplan Financial Education: One of the largest US providers of CFP® exam prep and financial services licensing education, directly competing with Dalton Education for the same candidate pool.
- Wiley Efficient Learning (Brettenbach CFP Review): Wiley's financial services test prep suite includes a long-running CFP® review course, making it a direct peer in CFP exam preparation.
- Zahn Associates: A specialized financial services training and consulting firm offering preparatory courses and continuing education adjacent to Dalton Education's offerings.
- College for Financial Planning: A longstanding institution dedicated to financial planning education, including CFP® certification programs, serving as a direct specialist competitor to Dalton Education.
- Boston University Metropolitan College CFP: BU offers a CFP Board-registered financial planning certificate that competes with Dalton Education for working-adult candidates.
- New York University SCPS Financial Planning: NYU's continuing education division offers financial planning certificate programs addressing the same adult-learner / career-changer segment Dalton Education targets.
- Bryant University Financial Planning Program: University-based CFP Board-registered financial planning program that competes for the same pre-certification educational audience.
Broad incumbents
- Coursera (financial planning courses): Large-scale MOOC platform hosting finance and personal financial planning courses; not a direct credentialing competitor but captures budget and attention in the same learner market.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks4 records
Key highlights4 records
Customer concentration
Dalton Education social profiles
Digital presenceDalton Education financial estimates
Financial estimateRevenue estimate
Valuation estimate
Dalton Education leadership team
Management profileNumber of profiles
Profiles1 record
Dalton Education funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Dalton 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 Dalton Education
What does Dalton Education do?
Dalton Education is an education institute that delivers financial planning education and training to aspiring and practicing financial professionals. Founded in 2005 and headquartered in Suwanee, United States, the firm offers structured learning programs focused on financial planning disciplines. Its core output is fee-based educational services rather than financial products or technology platforms.
Is Dalton Education a public or private company?
Dalton Education is a private company. It is classified as unknown and is currently operating.
When was Dalton Education founded?
Dalton Education was founded in 2005. It employs 11 to 50 people.
Where is Dalton Education based?
Dalton Education is headquartered in Suwanee, United States, in the North America region.
Who are Dalton Education's main competitors?
Direct peers on record are The American College of Financial Services, Achievable, Kaplan Financial Education, Wiley Efficient Learning (Brettenbach CFP Review), Zahn Associates, College for Financial Planning, Boston University Metropolitan College CFP, New York University SCPS Financial Planning and Bryant University Financial Planning Program. Coursera (financial planning courses) is listed as a broad incumbent.
Does Dalton Education have an API?
No public API is recorded for Dalton Education.
What industry is Dalton Education in?
Dalton Education's product category is Financial Planning Education. Its primary akta.pro industry code is EDAAAPAG, Finance, Banking & Capital Markets, with a secondary code of EDAAAJAH, Investing Fundamentals (Stocks, Bonds, Funds, Risk). Its NAICS code is 611710 and its SIC code is 8200.