Wall Street Bound
Wall Street Bound is a 501(c)(3) nonprofit that provides free finance career training, mentorship, and certification prep (FINRA SIE, CFA, CAIA) to underrepresented U.S. college students — primarily Black, Latino, and Asian students from low-income households — through its Wall Street Direct cohort program, on-campus bootcamps, and WSB Academy online portal, funded by donations and corporate grants.
- Company typePrivate
- Founded2020
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Wall Street Bound does
Wall Street Bound, Inc. is a 501(c)(3) nonprofit organization headquartered in New York that delivers free finance education, training, and mentorship to underrepresented U.S. college and university students — primarily Black, Latino, and Asian students from households earning $50,000 or less — to prepare them for careers in the financial services industry. Its core product is the four-month Wall Street Direct cohort program, which combines an Introduction to Wall Street Bootcamp, sponsored FINRA SIE exam preparation (via Kaplan), a Wall Street Intensive covering financial modeling, Excel/Python, valuation, and alternative investments (via CAIA/UniFi), and a Wall Street Immersion module of mock interviews, LinkedIn profiling, and networking. The organization also runs shorter 15-20 hour Introduction to Wall Street Bootcamps delivered on college campuses and partner firm sites, plus a self-serve WSB Academy online portal aggregating discounted courses from Kaplan, CME Group, Investopedia, Pillars of Wall Street, and All Star Charts covering Excel modeling, Python, futures, options, technical/fundamental analysis, and exam prep for SIE/CFA/CAIA/FAI credentials.
The underlying technology stack is thin and partnership-dependent: student learning relies on Sterling Trading Tech's trading simulator, Kaplan's learning portal, and CAIA's UniFi platform, with behavioral assessment via The Predictive Index. The business model is donation- and grant-funded rather than tuition-based, with all student-facing programs provided at no cost. Funding sources include individual donations (credit card, stock, crypto, ACH/wire, all tax-deductible), tiered corporate partnerships (Platinum NFL Inspire Change, Gold Morgan Stanley and Wells Fargo, Silver CME Group Foundation and Mizuho, Bronze Goldman Sachs and Bank of America), and foundation grants (Nasdaq Foundation, NY Community Trust, CME Group Foundation, 100 Women in Finance). Wall Street Bound reports a 90%+ enrollment share from underrepresented minority students, a 60/40 male/female split, and pursues a public goal of training 10,000 diverse youth by 2030; it celebrated its 5th anniversary by ringing the NYSE Closing Bell in January 2025.
Wall Street Bound firmographics
Firmographics- Name
- Wall Street Bound
- Legal name
- Wall Street Bound, Inc.
- Website
- https://wallstreetbound.org
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Wall Street Bound is a 501(c)(3) nonprofit that provides free finance career training, mentorship, and certification prep (FINRA SIE, CFA, CAIA) to underrepresented U.S. college students — primarily Black, Latino, and Asian students from low-income households — through its Wall Street Direct cohort program, on-campus bootcamps, and WSB Academy online portal, funded by donations and corporate grants.
- Ownership category
- akta.pro rank
Wall Street Bound industry classification
Industry- Product category
- Financial Services Education and Workforce Development
- NAICS
- Colleges, Universities, and Professional Schools (6113)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Financial Services (Non-Banking) (EDABALAK)
- akta.pro secondary industry
- Personal Finance & Financial Literacy for Students (EDAMAIAH)
Keywords
Where Wall Street Bound is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wall Street Bound business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Donations: Wall Street Bound accepts one-time and monthly donations from individuals, with options for credit card, stock donations, crypto, and ACH/wire transfer. As a 501(c)(3) nonprofit, all donations are tax-deductible.
- Corporate Partnerships & Grants: Funding from corporate partners at various tiers (Platinum, Gold, Silver, Bronze) as well as foundation grants from organizations like NFL Inspire Change, Nasdaq Foundation, CME Group Foundation, and NY Community Trust.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Free | Free programs for underrepresented youth |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Wall Street Bound product offering
Product offeringCore offering
Wall Street Bound delivers free nonprofit finance education, technical certification preparation (FINRA SIE, CFA, CAIA, FAI), financial modeling and trading training, professional mentorship, and internship/job placement support to underrepresented college and university students pursuing careers in the financial services industry. Programs include the four-month cohort-based Wall Street Direct intensive, shorter Introduction to Wall Street Bootcamps held on campuses and at partner firms, and the self-serve WSB Academy offering discounted courses from leading financial education providers.
Product overview
Wall Street Bound operates a multi-product nonprofit education portfolio consisting of three core programs: the flagship Wall Street Direct four-month intensive training program (with four sequential modules: Introduction to Wall Street Bootcamp, FINRA SIE Exam Prep, Wall Street Intensive, and Wall Street Immersion); the Introduction to Wall Street customized Bootcamp (a 15-20 hour career-path introduction); and the WSB Academy (an online self-study platform offering discounted partner-sourced courses in Excel modeling, Python/data analysis, financial modeling & valuation, technical analysis, fundamental analysis, trading & risk management, futures, options, market regulation/clearing, and exam prep for FINRA SIE, CFA, CAIA, and FAI credentials). The programs are designed to be taken sequentially or independently, with Wall Street Direct serving as the primary cohort-based offering and WSB Academy serving as an on-demand supplementary learning marketplace.
Differentiator
Problem solved
Functional benefit
Brands
- Wall Street Direct: A four-month intensive training program delivering finance knowledge and social-emotional awareness for students to become Wall Street ready.
- Introduction to Wall Street Bootcamps
- WSB Academy
Products and services
- Wall Street Direct Flagship four-month cohort-based intensive training program delivering finance technical skills, social-emotional awareness, and industry credentials (FINRA SIE and CAIA FAI) for underrepresented youth pursuing Wall Street careers.
- Introduction to Wall Street Bootcamp A 15-20 hour virtual or in-person capital markets and finance career-path introduction held at college campuses and partner firm offices nationwide, exposing students to the financial services industry.
- WSB Academy Online self-study platform offering exclusive discounts on finance courses from leading providers (Kaplan, CME Group, Investopedia, Pillars of Wall Street, All Star Charts) covering financial modeling, trading, futures, options, and exam prep.
Quantifiable outcome
- Training 10,000 diverse youth for finance careers by 2030
- +2 more outcomes
Companies that use Wall Street Bound
Customer profileNamed customers5 records
Segments2 records
Ideal customer profiles2 records
Wall Street Bound technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Wall Street Bound partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- INROADScoreINROADS and Wall Street Bound joined forces to advance diversity in the financial services industry, combining INROADS' expertise in developing diverse talent with WSB's finance-specific training programs.
- NasdaqcoreWall Street Bound was selected as a Nasdaq PURPOSE partner and grant recipient. The Nasdaq Foundation supports organizations working to increase diversity in financial services.
- KaplancoreKaplan partnered with Wall Street Bound to prepare diverse under-represented youth for careers in the financial services industry. Kaplan provides sponsored FINRA Securities Industry Essentials (SIE) exam preparation materials and access to their learning portal for WSB students.
- Sterling Trading TechcoreSterling Trading Tech supported Wall Street Bound's diversity in finance mission by providing trading simulator technology to train students. This helps students gain hands-on trading experience.
- 100 Women in FinanceminorFoundation supporter.
- NY Urban LeagueminorFoundation partner supporting WSB initiatives.
- CAIA AssociationminorSupporter; CEO Troy Prince holds CAIA designation; CAIA Association supports through Educational Alpha Podcast.
Scale indicators5 records
Recent moves7 records
Expansion highlights5 records
Wall Street Bound competitors and assessment
Company assessmentBroad incumbents
- Per Scholas: Nonprofit providing free technology training and career advancement to underrepresented adults; comparable tuition-free, employer-pipeline model, though primarily tech rather than finance focused.
- Year Up: Large-scale workforce development nonprofit serving young adults from low-income communities with training and corporate internships; broader than WSB but competes for similar donor dollars and corporate talent-pipeline commitments.
- NPower: Nonprofit providing free tech and job-placement training to underrepresented young adults and veterans. Adjacent workforce-development mission with overlapping donor and corporate-partner ecosystem.
Direct peers
- Bottom Line: Nonprofit that helps low-income, first-generation college students graduate and enter competitive careers through mentoring and career coaching — comparable audience, mission, and emphasis on career placement outcomes.
- Braven: Career-accelerator nonprofit that works with universities to prepare underrepresented college students for jobs in competitive industries. Overlaps with WSB's college-focused, cohort-based, employer-pipeline model.
- INROADS: National nonprofit developing diverse talent for corporate careers, including financial services. INROADS signed a formal partnership with Wall Street Bound in 2022 to combine INROADS' corporate pipeline with WSB's finance-specific training, making it the most directly comparable organization.
- Sponsors for Educational Opportunity (SEO): Long-standing nonprofit that prepares high-achieving underrepresented students for careers in finance and other industries through training, internships, and mentorship — directly overlapping WSB's mission of placing diverse youth on Wall Street.
- Management Leadership for Tomorrow (MLT): Nonprofit driving career advancement for underrepresented talent into leading organizations, including financial services, via career accelerators, mentoring, and employer partnerships — comparable mission, audience, and corporate-partner GTM.
Regional players
- The Door: NYC-based youth services nonprofit offering education, career training, and supportive services. Comparable population but broader than WSB's finance-only focus and concentrated in New York City.
Others
- 100 Black Men of America: National nonprofit focused on mentoring, education, and economic empowerment for African American youth. Adjacent mission of education-to-career pathways with overlap on mentorship and corporate engagement.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Wall Street Bound social profiles
Digital presenceWall Street Bound compliance and trust
Trust signalCompliance1 record
Wall Street Bound financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wall Street Bound leadership team
Management profileNumber of profiles
Profiles11 records
Wall Street Bound funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wall Street Bound 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 Wall Street Bound
What does Wall Street Bound do?
Wall Street Bound delivers free nonprofit finance education, technical certification preparation (FINRA SIE, CFA, CAIA, FAI), financial modeling and trading training, professional mentorship, and internship/job placement support to underrepresented college and university students pursuing careers in the financial services industry. Programs include the four-month cohort-based Wall Street Direct intensive, shorter Introduction to Wall Street Bootcamps held on campuses and at partner firms, and the self-serve WSB Academy offering discounted courses from leading financial education providers.
Is Wall Street Bound a public or private company?
Wall Street Bound is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was Wall Street Bound founded?
Wall Street Bound was founded in 2020. It employs 1 to 10 people.
Where is Wall Street Bound based?
Wall Street Bound is headquartered in New York, United States, in the North America region.
How does Wall Street Bound make money?
Two revenue lines are on record. Donations are the primary driver. The others are corporate Partnerships & Grants.
Who are Wall Street Bound's main competitors?
Broad incumbents on record are Per Scholas, Year Up and NPower. Direct peers are Bottom Line, Braven, INROADS, Sponsors for Educational Opportunity (SEO) and Management Leadership for Tomorrow (MLT). The Door is listed as a regional player. 100 Black Men of America is listed as an others.
Does Wall Street Bound have an API?
No public API is recorded for Wall Street Bound.
What industry is Wall Street Bound in?
Wall Street Bound's product category is Financial Services Education and Workforce Development. Its primary akta.pro industry code is EDABALAK, Financial Services (Non-Banking), with a secondary code of EDAMAIAH, Personal Finance & Financial Literacy for Students. Its NAICS code is 6113 and its SIC code is 8200.