Insights

Strategic Partnerships SIA has a history of collaborations such as the AdvisorHUB partnership, suggesting a receptive market for channel partnerships and co-branded training solutions that expand reach into advisor networks.

Enterprise Learning With offerings spanning onsite corporate training, private tutoring, and enterprise licensing, there is a clear opportunity to upsell to brokerage firms and financial institutions seeking scalable, LMS-integrated exam prep for multiple employees.

AI Powered Advantage Proprietary adaptive AI tutoring and personalized study scheduling indicate a differentiator in outcomes; sales conversations can emphasize efficiency gains, higher completion rates, and faster credentialing timelines to risk-averse firms.

Compliance Readiness The focus on FINRA, NASAA, and NFA exam prep aligns with firms needing compliant, standardized training; emphasize readiness analytics and real-time reporting tools to compliance and training directors as a value driver.

Midmarket Growth Revenue in the low mid-range with a lean team points to a scalable, cross-sell opportunity within mid-sized broker-dealers and independent advisors looking for cost-effective, comprehensive training solutions.

Similar companies to The Securities Institute of America, Inc.

The Securities Institute of America, Inc. Tech Stack

The Securities Institute of America, Inc. uses 8 technology products and services including Hotjar, Microsoft Clarity, WordPress, and more. Explore The Securities Institute of America, Inc.'s tech stack below.

The Securities Institute of America, Inc.'s Email Address Formats

The Securities Institute of America, Inc. uses at least 1 email format:
The Securities Institute of America, Inc. Email FormatsExamplePercentage
First@securitiesce.comJohn@securitiesce.com
100%

Frequently Asked Questions

What is The Securities Institute of America, Inc.'s phone number?

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You can contact The Securities Institute of America, Inc.'s main corporate office by phone at . 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 The Securities Institute of America, Inc.'s official website and social media links?

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The Securities Institute of America, Inc.'s official website is securitiesce.com and has social profiles on LinkedIn.

How much revenue does The Securities Institute of America, Inc. generate?

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As of August 2026, The Securities Institute of America, Inc.'s annual revenue is estimated to be $1M - $10M.

What is The Securities Institute of America, Inc.'s SIC code and NAICS code?

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The Securities Institute of America, Inc.'s SIC code is 8299 - Schools and Educational Services, Not Elsewhere Classified and NAICS code is 6114 - Business Schools and Computer and Management Training.

How many employees does The Securities Institute of America, Inc. have currently?

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As of August 2026, The Securities Institute of America, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include President: C. G. and Founder, Managing Director: J. V. B. Explore The Securities Institute of America, Inc.'s employee directory with LeadIQ.

What industry does The Securities Institute of America, Inc. belong to?

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The Securities Institute of America, Inc. operates in the Professional Training and Coaching industry.

What technology does The Securities Institute of America, Inc. use?

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The Securities Institute of America, Inc.'s tech stack includes Hotjar, Microsoft Clarity, WordPress, Shopify, WooCommerce, Google Workspace, Brevo and Vimeo.

What is The Securities Institute of America, Inc.'s email format?

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The Securities Institute of America, Inc.'s email format typically follows the pattern of First@securitiesce.com. Find more The Securities Institute of America, Inc. email formats with LeadIQ.

When was The Securities Institute of America, Inc. founded?

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The Securities Institute of America, Inc. was founded in 1996.
The Securities Institute of America, Inc. logo

The Securities Institute of America, Inc.

Professional Training and CoachingNew York, United States0-1 Employees

The Securities Institute of America, Inc. operates in the professional training and coaching sector, focusing on securities licensing and financial services education. Based in New York City, it provides training for FINRA, NASAA, and NFA examinations through a mix of self-study materials, online video classes, exam simulations, practice questions, and instructor support, supported by an AI-driven learning platform and analytics that track readiness and progress. The company serves students as well as financial professionals and institutions, delivering programs for individual study, live and virtual classes, corporate training, and firm-wide learning management integrations to help clients prepare for regulatory examinations and advance in the financial services field. Since its inception in 1996, it has positioned itself as a provider of comprehensive, scalable training solutions that aim to improve exam readiness and support career development, with a recent partnership noted in 2020 involving AdvisorHUB LLC. The organization is part of a broader market of specialized financial education and test-prep services, serving professional learners and firms seeking structured licensing preparation.

Section iconCompany Overview

Phone number
SIC Code
8299 - Schools and Educational Services, Not Elsewhere Classified
NAICS Code
6114 - Business Schools and Computer and Management Training
Founded
1996
Employees
0-1

Section iconFunding & Financials

  • $1M - $10M

    The Securities Institute of America, Inc.'s revenue is estimated to be in the range of $1M - $10M

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