Insights

Acquisition Opportunity Recent acquisition by ExamFX in Sep 2021 signals consolidation in financial exam prep space and potential cross-sell opportunities to ExamFX client base, as well as potential integration or partnership discussions that can expand market reach.

Expansive Delivery Multiple delivery formats (On-Demand Video, Live Webinar, In-Person Instruction, Textbook) indicate a flexible product suited for corporate training programs and large advisor teams needing scalable exam prep and licensing readiness.

Revenue Scale Current revenue range ($25M-$50M) and mid-market headcount suggest a solid footprint with budget for upsell to larger securities firms, broker-dealers, and financial advisory networks seeking compliant exam readiness.

Tech-Driven Active tech stack including Google Ads, LinkedIn Ads, Microsoft Advertising, The Trade Desk, and Azure implies strong digital marketing capability for targeted B2B campaigns and retargeting to investment firms and candidates.

Growth Synergy Similar peers in the space with comparable revenue and employee ranges indicate competitive positioning opportunities through partnerships, channel programs, or bundled offerings with complementary training providers.

Similar companies to Training Consultants

Training Consultants Tech Stack

Training Consultants uses 8 technology products and services including Google Ads, LinkedIn Ads, Microsoft Advertising, and more. Explore Training Consultants's tech stack below.

Training Consultants's Email Address Formats

Training Consultants uses at least 6 email formats:
Training Consultants Email FormatsExamplePercentage
FLast@trainingconsultants.comJDoe@trainingconsultants.com
76%
First@trainingconsultants.comJohn@trainingconsultants.com
18%
Last@trainingconsultants.comDoe@trainingconsultants.com
6%
FLast@trainingconsultants.netJDoe@trainingconsultants.net
64%
Last@trainingconsultants.netDoe@trainingconsultants.net
29%
First@trainingconsultants.netJohn@trainingconsultants.net
7%

Frequently Asked Questions

What is Training Consultants's phone number?

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You can contact Training Consultants'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 Training Consultants's official website and social media links?

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Training Consultants's official website is trainingconsultants.com and has social profiles on LinkedIn.

How much revenue does Training Consultants generate?

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As of August 2026, Training Consultants's annual revenue is estimated to be $25M - $50M.

What is Training Consultants's NAICS code?

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Training Consultants's NAICS code is 52 - Finance and Insurance.

How many employees does Training Consultants have currently?

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As of August 2026, Training Consultants has approximately 15 employees across 4 continents, including North America, Asia and Africa. Key team members include Senior Account Manager: K. R., Learning And Development Specialist: M. R. and Editor: S. L. Explore Training Consultants's employee directory with LeadIQ.

What industry does Training Consultants belong to?

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Training Consultants operates in the Financial Services industry.

What technology does Training Consultants use?

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Training Consultants's tech stack includes Google Ads, LinkedIn Ads, Microsoft Advertising, The Trade Desk, Microsoft 365, Constant Contact, PayPal and Microsoft Azure.

What is Training Consultants's email format?

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Training Consultants's email format typically follows the pattern of FLast@trainingconsultants.com. Find more Training Consultants email formats with LeadIQ.

When was Training Consultants founded?

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Training Consultants was founded in 1979.
Training Consultants logo

Training Consultants

Financial ServicesTexas, United States11-50 Employees

Training Consultants operates in the financial services sector, delivering exam-focused training designed to help securities professionals prepare for and pass licensing exams. The company offers a range of instructional formats, including on-demand video, live webinars, in-person instruction, and traditional textbooks, emphasizing preparation that supports first-time success and practical confidence for a new career in finance.
Based in Plano, Texas, the firm targets individuals pursuing securities careers and seeks to meet their training needs through accessible, varied delivery methods. The organization positions itself alongside other financial training providers in a competitive landscape and has a history noted by industry reports, including a 2021 acquisition by ExamFX, reflecting continued activity in the market.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1979
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Training Consultants's revenue is estimated to be in the range of $25M - $50M

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