Company profile

Wall Street Prep Tech Stack

Financial modeling and valuation training for professionals and firms

Financial Services Newton, MA 51–200 employees Founded 2003 Privately Held

Wall Street Prep sells finance training, covering financial and valuation modeling, through self-paced online courses and live instructor-led formats. Its stack pairs e-learning authoring tools (Articulate 360, Adobe Captivate, Camtasia) with lifecycle marketing platforms (Braze, Iterable, Responsys) and Salesforce plus LinkedIn Sales Navigator. That mix, together with job-post themes around a new sales channel and cold outbound, points to a push into outbound B2B selling.

Tech Stack 29 technologies

Core StackPower BI Tableau HubSpot Salesforce Braze Iterable Python Zoom WordPress Adobe Creative Cloud After Effects Adobe Premiere Pro Adobe Illustrator LinkedIn Sales Navigator Adaptive Insights Anaplan Responsys Liquid AMPscript Freemarker OpenAI API Dropbox Gemini Perplexity Shortcut Articulate 360 Camtasia Photoshop Adobe Captivate

What Wall Street Prep Is BuildingChallenges and projects from their job posts

◆Challenges

Scaling new sales channel

▲Active Projects

Cold outbound campaign development
Live training seminars

Hiring Activity

Minimal4 roles · 0 in 30d

Department

Education

Sales

Seniority

Senior

Mid

Companies like Wall Street Prep

100+ Financial Services companies running LinkedIn Sales Navigator and HubSpot

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About Wall Street Prep

Wall Street Prep is a privately held financial training company headquartered in Newton, MA, with 51–200 employees. It runs financial and valuation modeling courses, bootcamps and certification programs for both individual learners and organizations. Corporate clients can get customized in-house training, and the company also offers financial consulting. Course content is produced in-house with video and e-learning tools and is delivered online and through live sessions, including over Zoom.

HeadquartersNewton, MA

Company Size51–200 employees

Founded2003

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Wall Street Prep use?

Wall Street Prep uses Salesforce, HubSpot, Braze, Iterable, Power BI, Tableau, Anaplan, Python, the OpenAI API and WordPress. For course production it relies on Articulate 360, Adobe Captivate, Camtasia and Adobe Creative Cloud.

Where is Wall Street Prep headquartered?

Wall Street Prep is headquartered in Newton, Massachusetts, United States, and its current hiring is US-based.

What is Wall Street Prep working on?

Job posts point to building out live training seminars and developing cold outbound campaigns, both tied to scaling a new sales channel.

How this profile is built

Wall Street Prep's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.