Insights

Niche Certification Market CEFEX specializes in fiduciary assessment and certification for investment management, presenting a clear opportunity to expand partnerships with financial advisory firms and institutions seeking compliance and trust credentials.

Global Reach and Credibility As an independent assessment organization with a global presence, CEFEX can leverage its reputation to attract international clients looking for trusted fiduciary certification services.

Technology-Driven Solutions Utilizing cloud services like AWS and robust web security measures, CEFEX demonstrates a commitment to scalable and secure online assessment platforms—opportunities exist to enhance digital offerings and attract tech-forward clients.

Financial Growth Potential With revenues estimated between 10 and 25 million dollars and a focused niche, there is significant growth potential to penetrate larger institutional markets and expand service offerings.

Strategic Partnership Opportunities Aligning with large accounting and consulting firms similar to PwC or Deloitte can open avenues for referral networks and joint initiatives, broadening reach within the financial services industry.

Similar companies to CEFEX

CEFEX Tech Stack

CEFEX uses 8 technology products and services including Amazon Web Services, Cloudflare, Google Fonts API, and more. Explore CEFEX's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Cloudflare
    Content Management System
  • Google Fonts API
    Font Scripts
  • FancyBox
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • Microsoft Word
    Office Suites
  • HSTS
    Security
  • Bootstrap
    UI Frameworks

Media & News

CEFEX's Email Address Formats

CEFEX uses at least 1 format(s):
CEFEX Email FormatsExamplePercentage
FLast@cefex.orgJDoe@cefex.org
50%
FLast@cefex.orgJDoe@cefex.org
50%

Frequently Asked Questions

What is CEFEX's phone number?

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

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CEFEX's official website is cefex.org and has social profiles on LinkedIn.

What is CEFEX's NAICS code?

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CEFEX's NAICS code is 52 - Finance and Insurance.

How many employees does CEFEX have currently?

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As of December 2025, CEFEX has approximately 11 employees across 1 continents, including North America. Key team members include Senior Fiduciary Analyst: T. W.. Explore CEFEX's employee directory with LeadIQ.

What industry does CEFEX belong to?

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CEFEX operates in the Financial Services industry.

What technology does CEFEX use?

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CEFEX's tech stack includes Amazon Web ServicesCloudflareGoogle Fonts APIFancyBoxjQuery UIMicrosoft WordHSTSBootstrap.

What is CEFEX's email format?

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CEFEX's email format typically follows the pattern of FLast@cefex.org. Find more CEFEX email formats with LeadIQ.

When was CEFEX founded?

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CEFEX was founded in 2006.

CEFEX

Financial ServicesPennsylvania, United States11-50 Employees

Centre for Fiduciary Excellence

CEFEX, a division of Broadridge Retirement and Workplace, is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine trustworthiness of investment fiduciaries.

Section iconCompany Overview

Phone number
Website
cefex.org
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    CEFEX's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    CEFEX's revenue is estimated to be in the range of $10M$25M

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