Pass Perfect
Pass Perfect is a privately held, U.S.-based provider of FINRA licensing exam preparation training for individual candidates and financial services professionals seeking securities industry qualification. Founded in 1988 and based in Alpharetta, Georgia, it operates in the regulatory exam prep vertical.
- Company typePrivate
- Founded1988
- HeadquartersAlpharetta, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Pass Perfect does
Pass Perfect is a privately held, for-profit company founded in 1988 and headquartered in Alpharetta, Georgia, that provides training for FINRA licensing examinations administered to the U.S. financial services industry. Its target end users are individuals — typically prospective and active registered representatives, broker-dealer staff, and other securities professionals — who must pass regulatory qualification exams (e.g., Series 6, 7, 63, 65, 66) to lawfully solicit or transact in securities. The company was founded by Edward Fleur, who is the only named leader in the available data, and operates its business from the domain passperfect.com.
The source material provides no detail on the company's product portfolio (e.g., whether delivery is via online self-study, live classroom, printed manuals, or a combination), no specification of its underlying technology platform or learning architecture, and no disclosure of partnerships with broker-dealer firms, training schools, or compliance departments. There is likewise no information on certification or accreditation of the training content by FINRA, NASAA, or any other regulatory body.
The revenue model is also undocumented in the source data — there are no pricing tiers, no indication of whether revenue is generated through direct-to-candidate one-time purchases, subscriptions, enterprise licensing to broker-dealers, or institutional training contracts, and no public revenue or ARR figures. Operationally, the company has survived 36+ years in a narrow professional-education vertical tied to mandatory regulatory credentialing, which provides structural demand, but the input does not support conclusions about scale, growth rate, capital structure, ownership, or recent strategic activity.
Pass Perfect firmographics
Firmographics- Name
- Pass Perfect
- Website
- https://passperfect.com
- Company type
- Private
- Founded year
- 1988
- Headcount range
- 11–50 employees
- Short description
- Pass Perfect is a privately held, U.S.-based provider of FINRA licensing exam preparation training for individual candidates and financial services professionals seeking securities industry qualification. Founded in 1988 and based in Alpharetta, Georgia, it operates in the regulatory exam prep vertical.
- Ownership category
- akta.pro rank
Pass Perfect industry classification
Industry- Product category
- Securities Licensing Exam Preparation
- NAICS
- Exam Preparation and Tutoring (611691), Educational Support Services (61171)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Securities & Investment Licensing Exam Prep (FINRA Series 7/63/65/66, SIE) (EDANAIAJ)
- akta.pro secondary industries
- Certification & Licensing Exam Management Platforms (EDAFADAG), Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ)
Keywords
Where Pass Perfect is headquartered
LocationHeadquarters
- HQ city
- Alpharetta
- HQ country
- United States
- HQ region
- North America
Markets served
Pass Perfect business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Pass Perfect product offering
Product offeringCore offering
Pass Perfect is a provider of FINRA licensing exam training to the financial services industry. The company develops and delivers educational content and exam preparation materials to help financial professionals obtain the securities licenses required to work in the brokerage and financial services sectors.
Differentiator
Problem solved
Functional benefit
Products and services
- FINRA Licensing Exam Training
Companies that use Pass Perfect
Customer profileIdeal customer profiles1 record
Pass Perfect technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Pass Perfect partnerships and signals
Strategic signalRecent moves1 record
Expansion highlights1 record
Pass Perfect competitors and assessment
Company assessmentDirect peers
- Kaplan Financial Education: Kaplan Financial Education is one of the largest providers of FINRA licensing exam prep (Series 7, 63, 65, 66, SIE) and directly competes with Pass Perfect in the same product category and customer base (new and existing broker-dealer representatives).
- Securities Training Corporation (STC): STC specializes in FINRA and NASAA licensing exam preparation, offering prep courses for the same series exams as Pass Perfect. It is a head-to-head competitor for securities industry candidates and training coordinators.
- ExamFX: ExamFX provides licensing exam prep across insurance and securities, with a strong digital adaptive-learning platform for FINRA Series exams. It overlaps Pass Perfect in securities licensing while also competing for adjacent licensing verticals.
- Knopman Marks Financial Training: Knopman Marks delivers live and on-demand FINRA licensing prep courses, including Series 7 and SIE, to broker-dealer trainees. It competes directly with Pass Perfect for the same institutional and individual customer base.
- Financial Career Institute: Financial Career Institute provides FINRA licensing exam prep and continuing education for financial services professionals, directly competing with Pass Perfect in the same niche with similar courseware delivery.
Emerging players
- Achievable: Achievable is a modern, mobile-first FINRA exam prep platform targeting the same Series 7/63/65/66/SIE candidates as Pass Perfect, with adaptive learning and a subscription model that pressures incumbent pricing.
Broad incumbents
- Wiley Efficient Learning: Wiley Efficient Learning is a broad incumbent offering CPA, CFA, and securities licensing prep under one portfolio. It overlaps Pass Perfect in FINRA licensing while also serving adjacent credentialing verticals at scale.
- Mometrix Test Preparation: Mometrix offers study guides and prep courses across a wide range of professional licensing exams including FINRA series. It is a broader incumbent whose securities line overlaps Pass Perfect's core offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat2 records
Key risks5 records
Key highlights5 records
Customer concentration
Pass Perfect social profiles
Digital presencePass Perfect financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pass Perfect leadership team
Management profileNumber of profiles
Profiles1 record
Pass Perfect funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pass Perfect 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 Pass Perfect
What does Pass Perfect do?
Pass Perfect is a provider of FINRA licensing exam training to the financial services industry. The company develops and delivers educational content and exam preparation materials to help financial professionals obtain the securities licenses required to work in the brokerage and financial services sectors.
When was Pass Perfect founded?
Pass Perfect was founded in 1988. It employs 11 to 50 people.
Where is Pass Perfect based?
Pass Perfect is headquartered in Alpharetta, United States, in the North America region.
Who are Pass Perfect's main competitors?
Direct peers on record are Kaplan Financial Education, Securities Training Corporation (STC), ExamFX, Knopman Marks Financial Training and Financial Career Institute. Achievable is listed as an emerging player. Broad incumbents are Wiley Efficient Learning and Mometrix Test Preparation.
Does Pass Perfect have an API?
No public API is recorded for Pass Perfect.
What industry is Pass Perfect in?
Pass Perfect's product category is Securities Licensing Exam Preparation. Its primary akta.pro industry code is EDANAIAJ, Securities & Investment Licensing Exam Prep (FINRA Series 7/63/65/66, SIE), with a secondary code of EDAFADAG, Certification & Licensing Exam Management Platforms. Its NAICS code is 611691 and its SIC code is 8200.