Wall Street Prep

Wall Street Prep

Practical financial modeling training provider

Overview

Wall Street Prep provides practical financial training for finance professionals, offering online courses, live boot camps, corporate training, and university partnerships. Its core content builds hands-on financial modeling skills—three-statement models, DCF, M&A, and LBO—delivered via self-paced video modules with downloadable materials and real-world case studies, plus live instruction. The company differentiates itself through a practical, application-focused curriculum created by former investment bankers, delivered across multiple channels and integrated into client programs. Its goal is to speed up the learning curve for finance professionals and prepare them for roles in investment banks, private equity, and other financial services firms by providing employer-aligned training and prep for finance careers.

Significant Headcount Growth

About Wall Street Prep

Simplify's Rating
Why Wall Street Prep is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Enterprise Software

Financial Services

Education

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Brookline, Massachusetts

Founded

2003

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Simplify's Take

What believers are saying

  • Trains over 50,000 professionals annually across global finance institutions.[1]
  • Serves 150+ investment banks, private equity firms, and investment funds.[2]
  • AI and data science training can open higher-value enterprise upsells.[1]

What critics are saying

  • Low-cost e-learning platforms pressure premium pricing on B2C finance courses.[15][2]
  • AI copilots inside Excel weaken demand for manual modeling boot camps.[1]
  • Private-equity ownership demands growth, stressing execution if enterprise AI sales lag.[6]

What makes Wall Street Prep unique

  • Founded in 2004 by ex-investment bankers, including Matan Feldman.[1][15]
  • Offers corporate, university, self-study, and instructor-led finance training programs.[1][15]
  • Teaches practical modeling, valuation, M&A, and LBO skills for finance jobs.[1][15]

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Benefits

Training Programs

Professional Development Budget

Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

28%

1 year growth

28%

2 year growth

28%
The Riverside Company
Feb 12th, 2025
The Riverside Company Invests in Wall Street Prep to Bank on Financial Training Excellence | www.riversidecompany.com

The Riverside Company, a global investment firm focused on the smaller end of the middle market, announces its investment in Wall Street Prep, Inc. (WSP), a leading global provider of financial training solutions and certifications with more than 300 corporate clients, 150 university partners and 500,000 learners. Riverside acquired WSP from Eden Capital, which invested in the company in 2021.

StockTradeApp
Aug 6th, 2023
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