WallStreetMojo
WallStreetMojo is a practitioner-led online certification platform that delivers financial modeling, valuation, investment banking, FP&A, and AI-finance courses to 500,000+ individual learners and university/enterprise partners across 50+ countries.
- Company typePrivate
- Founded2015
- HeadquartersMumbai, India
- Headcount101–250
- GTM typeB2C
- OfferingSoftware
What WallStreetMojo does
WallStreetMojo is a practitioner-led online learning platform that delivers certification programs in financial modeling, valuation, investment banking, equity research, FP&A, and AI-augmented finance workflows. Founded in 2015 by Dheeraj Vaidya (CFA, FRM; ex-J.P. Morgan and CLSA equity analyst) and Shweta Pant Vaidya, the company is based in Mumbai, India, and has trained over 500,000 learners across 50+ countries. The product portfolio centers on the Elite Membership (an all-access annual bundle of 50+ courses and 200+ hours of content), the AI Finance Vault (a workspace of 500+ finance prompts, 120+ AI templates, and 100+ use cases updated weekly, built around Claude integration), and flagship individual certifications including Financial Modeling & Valuation + AI (12K learners, 4.9 rating) and Investment Banking Certification (8.5K learners, 4.8 rating). Supporting these are free lead-magnet courses, downloadable templates, and prompt packs that drive top-of-funnel conversion.
WallStreetMojo firmographics
Firmographics- Name
- WallStreetMojo
- Legal name
- WallStreetMojo
- Website
- https://wallstreetmojo.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- WallStreetMojo is a practitioner-led online certification platform that delivers financial modeling, valuation, investment banking, FP&A, and AI-finance courses to 500,000+ individual learners and university/enterprise partners across 50+ countries.
- Ownership category
- akta.pro rank
Where WallStreetMojo is headquartered
LocationHeadquarters
- HQ city
- Mumbai
- HQ country
- India
- HQ region
- Asia
Offices1 record
Markets served
WallStreetMojo business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Paid Course Certifications: Individual course purchases and bundled programs (Financial Modeling & Valuation + AI, Investment Banking Certification, FP&A, AI Mastery Program, etc.) providing certifications upon completion. Access duration is 1 year for paid courses. Course sales are final and non-refundable per terms.
- Elite Membership (Subscription): All-access membership providing every certification, AI Finance Vault, all models and practice files, and every future certification release. Bundles 50+ courses and 200+ hours of content. Positioned as the primary upsell from individual course purchases.
- Free Courses and Lead Magnet Content: Free Investment Banking, Corporate Finance, and Excel courses serve as top-of-funnel lead magnets to drive enrollment in paid programs. Additional free resources (templates, prompt packs, guides) capture contact details for nurture sequences.
- Enterprise and Campus / University Training: Bulk access and student discount options for colleges, universities, departments, student bodies, and clubs. Provides B2B revenue stream targeting placement cells, departments, finance clubs, and bootcamps.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Elite Membership: all-access bundle including all certifications, AI Finance Vault, templates, and future releases. |
| One time/ perpetual license | Pay-as-you-go | Financial Modeling & Valuation + AI (Flagship): Netflix DCF case, 3-statement modeling, Claude + Excel workflow. |
| One time/ perpetual license | Pay-as-you-go | Investment Banking Certification: Deal structures, LBO, pitchbooks, comps, and M&A. |
| One time/ perpetual license | Pay-as-you-go | AI Mastery Program, FP&A, and other individual programs. |
| Hybrid | Multi-year contract | Campus / University Bulk Access: Student discounts and bulk pricing for cohorts, placement programs, and finance clubs. |
| Freemium | Pay-as-you-go | Free Investment Banking Course: Beginner-friendly investment banking fundamentals, salaries, and career-ready finance lessons. |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
WallStreetMojo product offering
Product offeringCore offering
WallStreetMojo is an online learning platform that sells practitioner-led certification courses in financial modeling, valuation, investment banking, FP&A, equity research, and AI-augmented finance workflows. The flagship offering is the Elite Membership, an all-access annual subscription covering 50+ courses and 200+ hours of content plus the proprietary AI Finance Vault. Individual certifications (e.g., Financial Modeling & Valuation + AI, Investment Banking Certification, AI Mastery Program, FP&A) are sold as separate one-time purchases, with free introductory courses used as top-of-funnel lead magnets.
Product overview
WallStreetMojo is a finance and AI certification training platform offering practitioner-led courses across financial modeling, valuation, investment banking, FP&A, and AI finance workflows. The product portfolio centers on the Elite Membership as the flagship all-access bundle (50+ courses, 200+ hours, certifications, AI Finance Vault), complemented by individual core certifications including Financial Modeling & Valuation + AI, Investment Banking Certification, AI Mastery Program, and FP&A. Supporting these are specialized bundles (Excel All in One, Financial Analyst Bundle), the AI Finance Vault add-on (500+ prompts, 120+ templates, 100+ use cases), and free resources including investment banking, corporate finance, and Excel courses plus AI toolkits and templates. All offerings emphasize practitioner-led instruction from ex-J.P. Morgan and CLSA analysts, case-based learning with real deal examples (Netflix DCF, Tesla valuation), and audit-first AI workflows designed for the AI era.
Differentiator
Problem solved
Functional benefit
Brands
- Elite Membership: Comprehensive membership program providing access to all WallStreetMojo certifications, AI Vault resources, templates, and future program releases.
- AI Finance Vault
- Financial Modeling & Valuation + AI
- Investment Banking Certification
Products and services
- Elite Membership Comprehensive all-access annual subscription that gives learners every WallStreetMojo certification, the AI Finance Vault, all models and practice files, and every future certification release.
- Financial Modeling & Valuation + AI Flagship paid certification covering the Netflix DCF case, three-statement modeling, and Claude + Excel AI-enabled analyst workflow; rated 4.9 with 12K enrolled learners.
- Investment Banking Certification Paid career-focused certification covering deal structures, leveraged buyouts, pitchbooks, comparable company analysis, and M&A analysis workflows; rated 4.8 with 8.5K learners.
- AI Mastery Program Paid AI-focused certification teaching use of generative AI for finance research, analysis, modeling, and productivity, with prompts, workflows, and built-in audit checks.
- AI Finance Vault Practical AI workspace product providing 500+ finance prompts, 120+ AI templates, and 100+ use cases with weekly updates for IB, equity research, valuation, FP&A, and accounting workflows; includes Claude-ready Excel templates and an audit framework.
- FP&A Certification Paid certification covering budgeting, forecasting, reporting, and planning workflows for corporate finance and FP&A teams.
- FMV using AI Paid certification applying generative AI to financial modeling, analysis, and valuation workflows; positioned as an AI-ready program rated 4.8.
- Fundamental Analysis + AI (Equity Research) Paid equity research certification covering 10-K reading, investment thesis development, and AI-augmented analysis with AI audit workflows.
- Excel All in One Bundle Paid Excel training bundle covering formulas, shortcuts, dashboards, templates, and practical finance workflows.
- Financial Analyst Bundle Paid fast-track program combining finance fundamentals, Excel skills, and practical tools for aspiring financial analysts.
- Free Investment Banking Course Free beginner-friendly investment banking course covering fundamentals, salaries, career foundations, and finance basics, used as a top-of-funnel lead magnet; rated 4.9/5.
- Free Corporate Finance Course Free corporate finance course aimed at entry-level learners and career switchers, used as a lead-magnet offering.
- Free Excel Course Free Excel course covering foundational and intermediate Excel skills for finance professionals, used as a lead-magnet offering.
Quantifiable outcome
- 12,000+ learners enrolled in Financial Modeling & Valuation + AI program
- +4 more outcomes
Companies that use WallStreetMojo
Customer profileNamed customers12 records
Segments3 records
Ideal customer profiles2 records
WallStreetMojo technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability5 records
Feature4 records
WallStreetMojo partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Universities and Colleges (Partner Ecosystem)coreWallStreetMojo partners with universities and colleges to provide bulk access for student cohorts, placement programs, finance clubs, and career bootcamps. The program offers student discounts, structured learning paths, certificates, templates, case studies, and practice files. Designed for MBA/BBA programs, commerce and finance departments, placement cells, and finance clubs. The partnership supports curriculum goals and career readiness outcomes.
Scale indicators11 records
Recent moves6 records
Expansion highlights6 records
WallStreetMojo competitors and assessment
Company assessmentBroad incumbents
- edX: edX is an online university-level course platform offering finance and business programs from institutions such as Harvard, MIT, and Columbia. Comparable to WallStreetMojo for online finance education at scale, with broader academic scope and university-backed credentials.
- Coursera: Coursera partners with universities and companies to offer finance, business, and data courses online with certificates and specializations. Comparable to WallStreetMojo for online finance certifications at scale, with a more academic/university orientation versus WallStreetMojo's practitioner-led approach.
- Udemy: Udemy is a broad online learning marketplace with thousands of finance courses covering investment banking, modeling, valuation, and Excel. Comparable to WallStreetMojo as a self-paced online finance education channel, though it spans many subjects beyond finance and lacks a single coherent certification track.
Direct peers
- Training the Street: Training the Street delivers instructor-led and on-demand financial training for investment banking, valuation, and Excel skills with strong corporate and enterprise client base. Comparable to WallStreetMojo for core subject matter, with a differentiated enterprise-heavy distribution model.
- Macabacus: Macabacus provides Excel-based productivity tools, shortcuts, and training for finance professionals in investment banking, private equity, and corporate finance. Comparable to WallStreetMojo for finance-focused Excel and modeling skill development, though more tool-centric than certification-driven.
- Investopedia: Investopedia provides extensive financial literacy articles, tutorials, and a paid Investopedia Academy with courses on investing, trading, and personal finance. Comparable to WallStreetMojo as a global finance education brand targeting individual learners, though Investopedia's primary monetization is advertising-supported free content rather than paid certifications.
- Breaking Into Wall Street: Breaking Into Wall Street (BIWS) specializes in investment banking training with deep technical focus on financial modeling, M&A, LBO, and pitchbook skills. Directly comparable to WallStreetMojo's Investment Banking Certification and target audience of aspiring finance analysts.
- Wall Street Prep: Wall Street Prep provides financial modeling, valuation, and corporate finance training via online courses and boot camps for individuals and corporate clients. Directly comparable to WallStreetMojo as a practitioner-led finance certification platform covering investment banking and valuation workflows.
- Corporate Finance Institute: Corporate Finance Institute (CFI) offers online finance certifications such as the FMVA covering financial modeling, valuation, FP&A, and Excel. Directly comparable to WallStreetMojo's self-paced online certification model and finance-focused curriculum for individual learners.
- 365 Financial Analyst: 365 Financial Analyst offers online finance courses and certifications covering financial modeling, valuation, and Excel for aspiring finance professionals. Directly comparable to WallStreetMojo as a global online finance certification platform for individual learners pursuing analyst careers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
WallStreetMojo social profiles
Digital presenceWallStreetMojo financial estimates
Financial estimateRevenue estimate
Valuation estimate
WallStreetMojo leadership team
Management profileNumber of profiles
Profiles2 records
WallStreetMojo funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WallStreetMojo 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 WallStreetMojo
What does WallStreetMojo do?
WallStreetMojo is an online learning platform that sells practitioner-led certification courses in financial modeling, valuation, investment banking, FP&A, equity research, and AI-augmented finance workflows. The flagship offering is the Elite Membership, an all-access annual subscription covering 50+ courses and 200+ hours of content plus the proprietary AI Finance Vault. Individual certifications (e.g., Financial Modeling & Valuation + AI, Investment Banking Certification, AI Mastery Program, FP&A) are sold as separate one-time purchases, with free introductory courses used as top-of-funnel lead magnets.
Is WallStreetMojo a public or private company?
WallStreetMojo is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was WallStreetMojo founded?
WallStreetMojo was founded in 2015. It employs 101 to 250 people.
Where is WallStreetMojo based?
WallStreetMojo is headquartered in Mumbai, India, in the Asia region.
How does WallStreetMojo make money?
Four revenue lines are on record. Paid Course Certifications are the primary driver. The others are elite Membership (Subscription), free Courses and Lead Magnet Content and enterprise and Campus / University Training.
Who are WallStreetMojo's main competitors?
Broad incumbents on record are edX, Coursera and Udemy. Direct peers are Training the Street, Macabacus, Investopedia, Breaking Into Wall Street, Wall Street Prep, Corporate Finance Institute and 365 Financial Analyst.
Does WallStreetMojo have an API?
No public API is recorded for WallStreetMojo.