ExamMatrix
- Company typePrivate
- Founded1989
- HeadquartersLittleton, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
ExamMatrix firmographics
Firmographics- Name
- ExamMatrix
- Legal name
- Surgent Accounting and Financial Education
- Website
- https://exammatrix.com
- Company type
- Private
- Founded year
- 1989
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
ExamMatrix industry classification
Industry- NAICS
- Exam Preparation and Tutoring (611691), Educational Support Services (611710)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Certification & Exam Prep eLearning Modules (EDAGAEAL)
- akta.pro secondary industries
- Certification & Licensing Exam Management Platforms (EDAFADAG), Real Estate Licensure Exam Prep (Salesperson/Broker, Appraiser) (EDANAIAH)
Keywords
Where ExamMatrix is headquartered
LocationHeadquarters
- HQ city
- Littleton
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ExamMatrix business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Exam Review Subscriptions: Recurring subscription fees for professional exam review courses (CPA, CMA, EA, CIA, CISA) with personalized AI-powered study plans. Payment plans available.
- Continuing Professional Education (CPE): CPE credits and courses for accounting professionals including live webinars and self-study formats with over 10,000 credits available.
- Income Tax School: Tax preparation courses and credentials including comprehensive tax courses, enrolled agent preparation, and continuing education for tax professionals.
- Surgent IQ Skill Building: Digital certification courses and skill-building programs including data analytics certifications, introductory accounting, and interactive learning experiences.
- Business/Corporate Training: B2B training solutions for firms and corporations to train their own tax preparers and staff members at various career stages.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Exam Review courses with personalized study plans |
| Subscription | Annual | CPE courses for professional compliance |
| Subscription | Annual | Income Tax School programs |
| Subscription | Annual | Surgent IQ skill-building certifications |
Go-to-market motion5 records
Distribution channels6 records
Marketing channels7 records
ExamMatrix product offering
Product offeringCore offering
ExamMatrix is a Colorado-based developer of certification review course software. The company develops software platforms used to deliver online professional certification exam preparation content. Founded in 2003 and headquartered in Littleton, Colorado, ExamMatrix operates in the test preparation and professional certification market with 11-50 employees.
Product overview
Surgent Accounting & Financial Education is a comprehensive educational platform offering exam preparation courses for professional accounting certifications (CPA, CMA, EA, CIA, CISA), continuing professional education (CPE), and career skill-building through Surgent IQ. The core offering is the Exam Review platform powered by Predictive AI Technology that creates personalized study plans. Surgent IQ provides supplementary skill-building and certification courses including game-based interactive learning. The Income Tax School offers specialized tax preparation training. All products are tied together by adaptive learning technology that measures student performance and customizes the learning experience.
Differentiator
Problem solved
Functional benefit
Brands
- Surgent IQ: Certification and skill-building courses offering digital, hands-on learning experiences for accounting and finance professionals looking to advance their careers.
- Surgent Interactive
- Surgent CPE
- Income Tax School
Quantifiable outcome
- Students are exam-ready up to 4x faster than those enrolled in other exam review courses
- +2 more outcomes
Companies that use ExamMatrix
Customer profileSegments7 records
Ideal customer profiles1 record
ExamMatrix technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature4 records
ExamMatrix partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered parent and core.
- UWorldparentUWorld is the parent company of Surgent Accounting & Financial Education. Surgent operates as a division of UWorld, leveraging the parent company's educational technology platform and resources.
- Colleges and Universities (300+)coreOver 300 colleges and universities integrate Surgent exam prep coursework into their accounting and business programs, providing students with access to professional certification preparation as part of their academic curriculum.
- Professional Associations and State SocietiescorePartnerships with national and state professional societies to offer additional member support, discounts, and resources for accounting and finance professionals seeking certification and continuing education.
- IRScoreIRS-approved CE provider offering continuing education courses for IRS professionals and tax practitioners, including critical updates on tax law changes and CE requirements.
Scale indicators5 records
ExamMatrix competitors and assessment
Company assessmentDirect peers
- The CE Shop: Online real estate pre-licensing and continuing education course provider. Comparable to ExamMatrix in real estate licensing exam prep and CE courseware delivery model.
- Surgent Accounting & Financial Education (UWorld): UWorld-owned provider of CPA, CMA, EA, CIA, and CISA exam prep with predictive AI personalization. Comparable to ExamMatrix as a certification exam review courseware platform, though operating at much larger scale.
- 360training: Provider of regulated eLearning courses across real estate, financial services, and other licensed professions. Comparable to ExamMatrix in regulated-vertical certification and licensing courseware.
- Wiley Efficient Learning: Wiley's CPA and professional certification review course business. Closely comparable to ExamMatrix in product category (certification exam prep courseware) and in target learner segments.
- WebCE: Online continuing education and licensing course provider across insurance, real estate, and financial services. Comparable to ExamMatrix in multi-state licensing and CE courseware.
- Becker Professional Education: Long-established provider of professional licensing and certification exam review courses (CPA, CMA, real estate, etc.). Directly comparable to ExamMatrix as a multi-vertical certification review courseware vendor.
- Mbition (formerly OnCourse Learning Real Estate): Real estate pre-licensing and continuing education provider. Comparable to ExamMatrix as a digital-first real estate licensing courseware vendor.
- Real Estate Express: Online real estate pre-licensing education platform serving aspiring agents across multiple states. Comparable to ExamMatrix in real estate licensing courseware and online delivery model.
- McKissock Learning: Provider of continuing education and licensing courses for real estate, appraisal, and home inspection professionals. Comparable to ExamMatrix in real estate licensing and continuing education courseware.
Emerging players
- PrepAgent: Real estate licensing exam prep platform with a national instructor network and digital practice tools. Comparable to ExamMatrix in real estate exam prep, though smaller and more focused on instructor-led delivery.
Market position
Strengths3 records
Weaknesses3 records
Key risks3 records
Key highlights3 records
Customer concentration
ExamMatrix social profiles
Digital presenceExamMatrix financial estimates
Financial estimateRevenue estimate
Valuation estimate
ExamMatrix leadership team
Management profileNumber of profiles
ExamMatrix funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ExamMatrix 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 ExamMatrix
What does ExamMatrix do?
ExamMatrix is a Colorado-based developer of certification review course software. The company develops software platforms used to deliver online professional certification exam preparation content. Founded in 2003 and headquartered in Littleton, Colorado, ExamMatrix operates in the test preparation and professional certification market with 11-50 employees.
Is ExamMatrix a public or private company?
ExamMatrix is a private company. It is currently operating.
When was ExamMatrix founded?
ExamMatrix was founded in 1989. It employs 11 to 50 people.
Where is ExamMatrix based?
ExamMatrix is headquartered in Littleton, United States, in the North America region.
How does ExamMatrix make money?
Five revenue lines are on record. Exam Review Subscriptions are the primary driver. The others are continuing Professional Education (CPE), income Tax School, surgent IQ Skill Building and business/Corporate Training.
Who are ExamMatrix's main competitors?
Direct peers on record are The CE Shop, Surgent Accounting & Financial Education (UWorld), 360training, Wiley Efficient Learning, WebCE, Becker Professional Education, Mbition (formerly OnCourse Learning Real Estate), Real Estate Express and McKissock Learning. PrepAgent is listed as an emerging player.
Does ExamMatrix have an API?
No public API is recorded for ExamMatrix.
What industry is ExamMatrix in?
Its primary akta.pro industry code is EDAGAEAL, Certification & Exam Prep eLearning Modules, with a secondary code of EDAFADAG, Certification & Licensing Exam Management Platforms. Its NAICS code is 611691 and its SIC code is 8200.