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Insights

Strategic Acquisition Surgent is now part of UWorld, expanding its learning ecosystem and distribution channels. Leverage the combined platform to upsell integrated CPA, EA, CMA, CIA, and CISA prep with broader reach to UWorld’s exam-ready audience.

Broad Credential Reach Offers extensive exam prep across multiple credentials and a 98% ReadySCORE readiness predictor. Target firms and individuals seeking multi-credential pathways and personalized adaptive study plans to boost pass rates.

Enterprise Learning Firm and enterprise solutions with group subscriptions and dedicated account management. Cross-sell to CPA firms and financial services organizations looking to implement or expand formal CPD and CPE programs.

Regulatory & Tax Exp Recent course launches on 2025 Tax Course and SECURE 2.0 updates signal strong content cadence around regulatory changes. Market to tax teams and finance departments needing up-to-date compliance training.

Education Tech Proprietary ReadySCORE and adaptive learning engine position Surgent as a scalable edtech offer. Propose integrations with LMS systems, data analytics, and enterprise reporting to appeal to large firms and corporate training programs.

Surgent Accounting & Financial Education Tech Stack

Surgent Accounting & Financial Education uses 8 technology products and services including Meta Ads Manager, Hotjar, Visual Website Optimizer, and more. Explore Surgent Accounting & Financial Education's tech stack below.

Media & News

Surgent Accounting & Financial Education's Email Address Formats

Surgent Accounting & Financial Education uses at least 2 format(s):
Surgent Accounting & Financial Education Email FormatsExamplePercentage
LastF@surgent.comDoeJ@surgent.com
86%
First.Last@surgent.comJohn.Doe@surgent.com
5%
FirstL@surgent.comJohnD@surgent.com
6%
F.Last@surgent.comJ.Doe@surgent.com
3%
F.Last@surgentcpe.comJ.Doe@surgentcpe.com
50%
Last@surgentcpe.comDoe@surgentcpe.com
25%
First@surgentcpe.comJohn@surgentcpe.com
25%

Frequently Asked Questions

What is Surgent Accounting & Financial Education's phone number?

Minus sign iconPlus sign icon You can contact Surgent Accounting & Financial Education's main corporate office by phone at
+1-610-688-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Surgent Accounting & Financial Education's official website and social media links?

Minus sign iconPlus sign iconSurgent Accounting & Financial Education's official website is surgent.com and has social profiles on LinkedIn.

How much revenue does Surgent Accounting & Financial Education generate?

Minus sign iconPlus sign icon As of July 2026, Surgent Accounting & Financial Education's annual revenue is estimated to be $1M - $10M.

What is Surgent Accounting & Financial Education's NAICS code?

Minus sign iconPlus sign iconSurgent Accounting & Financial Education's NAICS code is 61 - Educational Services.

How many employees does Surgent Accounting & Financial Education have currently?

Minus sign iconPlus sign iconAs of July 2026, Surgent Accounting & Financial Education has approximately 64 employees across 3 continents, including North AmericaAsiaEurope. Key team members include President: R. F.Owner Chief Executive Officer: T. A.Owner: I. M.. Explore Surgent Accounting & Financial Education's employee directory with LeadIQ.

What industry does Surgent Accounting & Financial Education belong to?

Minus sign iconPlus sign iconSurgent Accounting & Financial Education operates in the Education industry.

What technology does Surgent Accounting & Financial Education use?

Minus sign iconPlus sign iconSurgent Accounting & Financial Education's tech stack includes Meta Ads ManagerHotjarVisual Website OptimizerCanvaAmazon Web ServicesShopifyGoogle PayVimeo.

What is Surgent Accounting & Financial Education's email format?

Minus sign iconPlus sign iconSurgent Accounting & Financial Education's email format typically follows the pattern of LastF@surgent.com. Find more Surgent Accounting & Financial Education email formats with LeadIQ.

When was Surgent Accounting & Financial Education founded?

Minus sign iconPlus sign iconSurgent Accounting & Financial Education was founded in 1985.
Surgent Accounting & Financial Education logo

Surgent Accounting & Financial Education

EducationPennsylvania, United States51-200 Employees

Surgent Accounting & Financial Education provides credential-focused exam preparation and continuing education for accounting and finance professionals. Now part of UWorld and based in Radnor, Pennsylvania, the company traces its origins to 1985 and serves professionals, leading accounting firms, and enterprises nationwide.

Its exam-preparation offerings cover credentials such as CPA, EA, CMA, CIA, and CISA, supported by predictive ReadySCORE analytics and a personalized learning path. The continuing education program offers more than 10,000 credits across tax, audit, ethics, AI, data analytics, and related topics through live webinars, on-demand modules, and self-study formats, and is NASBA-registered, a QAS self-study provider, approved by the IRS, CFP Board, and CTEC, accepted in all 50 states and Washington, D.C. The firm also partners with accounting firms and financial services organizations to foster learning through group subscriptions and a dedicated portal, and in January 2024 it launched the CPA Evolution model.

Section iconCompany Overview

Phone number
+1-610-688-****
Website
surgent.com
NAICS Code
61 - Educational Services
Founded
1985
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $1M - $10M

    Surgent Accounting & Financial Education's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Surgent Accounting & Financial Education's revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Stylized image of a person
    R. F.
    President
    Mobile Phone
  • Stylized image of a person
    T. A.
    Owner Chief Executive Officer
    Mobile Phone
  • Stylized image of a person
    I. M.
    Owner
    Mobile Phone
  • Stylized image of a person
    C. M.
    Consulting Director Of Operations And Strategy
    Mobile Phone
  • Stylized image of a person
    D. V.
    Director, Client Relations
    Mobile Phone

Employee Directory

  • Stylized image of a person
    R. Z.
    Director Of Business Relationships
    Mobile Phone
  • Stylized image of a person
    S. C.
    Senior Director, Market Development
    Mobile Phone
  • Stylized image of a person
    A. B.
    Lead Software Developer
    Mobile Phone
  • Stylized image of a person
    B. R.
    Marketing Manager
    Mobile Phone
  • Stylized image of a person
    J. C.
    Technical Customer Service Manager
    Mobile Phone

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