Insights

Market fit Target institutions offering continuing education credits to financial professionals such as CFPs, CPAs, EAs, RTRPs, and ERPAs. Position DAVE as a scalable CE/CPE provider with IRS, CFP Board, and NASBA approvals to expand cross-licensing opportunities and increase enrollment from certified professionals.

Product breadth Leverage the wide catalog spanning ethics, financial planning, accounting, tax, estate, retirement, investments, and insurance to upsell bundled CE/CPE packages. Promote both print and PDF formats to accommodate diverse learner preferences and institutional delivery needs.

Strategic partnerships Emphasize existing approvals with IRS, CFP Board, and NASBA to forge partnerships with state boards and professional associations seeking approved continuing education providers. Explore co-branded courses and bundled offerings with complementary education providers.

Growth narrative Highlight potential for growth given a broad addressable market of licensed professionals and a credible regulatory footprint. Position as a cost-effective, scalable supplier that can support providers’ capacity constraints during peak cycles and exam/syllabus updates.

Technology enablement Promote tech-ready delivery with JSON-LD, Bootstrap, jQuery, and cloud-friendly formats to ensure easy integration with learning management systems. Offer analytics-ready reporting and LMS-compatible packaging to facilitate enterprise deployments.

Similar companies to DAVE

DAVE Tech Stack

DAVE uses 8 technology products and services including WordPress, CookieYes, WooCommerce, and more. Explore DAVE's tech stack below.

Media & News

DAVE's Email Address Formats

DAVE uses at least 1 email format:
DAVE Email FormatsExamplePercentage
FLast@bhfe.comJDoe@bhfe.com
100%

Frequently Asked Questions

What is DAVE's phone number?

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You can contact DAVE'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 DAVE's stock symbol?

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DAVE is a publicly traded company; the company's stock symbol is DAVE.

What is DAVE's official website and social media links?

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DAVE's official website is bhfe.com and has social profiles on LinkedIn.

How much revenue does DAVE generate?

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As of August 2026, DAVE's annual revenue is estimated to be $10M - $25M.

What is DAVE's SIC code and NAICS code?

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DAVE's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 6114 - Business Schools and Computer and Management Training.

How many employees does DAVE have currently?

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As of August 2026, DAVE has approximately 9 employees across 1 continents, including North America. Key team members include Owner: D. F. Explore DAVE's employee directory with LeadIQ.

What industry does DAVE belong to?

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DAVE operates in the E-Learning Providers industry.

What technology does DAVE use?

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DAVE's tech stack includes WordPress, CookieYes, WooCommerce, Google Workspace, Mailgun, React, jQuery Migrate and WP Engine.

What is DAVE's email format?

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DAVE's email format typically follows the pattern of FLast@bhfe.com. Find more DAVE email formats with LeadIQ.

When was DAVE founded?

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DAVE was founded in 1994.
DAVE logo

DAVE

E-Learning ProvidersMassachusetts, United States2-10 Employees

Beacon Hill Financial Educators, Inc. provides self-study courses designed to meet continuing professional education requirements for financial planners, accountants, and related professionals. It operates as an approved provider for the IRS, CFP Board, and NASBA, and its courses are available in print or PDF across a broad range of topics. Subjects include ethics, financial planning, accounting, auditing, tax, estate planning, retirement planning, investments, and insurance.

Its customers include Certified Financial Planners, Certified Public Accountants, Enrolled Agents, Registered Tax Return Preparers, and Enrolled Retirement Plan Agents, who can earn CE or CPE credits for multiple licenses in all states. The organization positions itself in the e-learning space by offering self-study education that supports licensing maintenance and professional development. Based in Newburyport, Massachusetts, Beacon Hill Financial Educators, Inc. operates with a small team.

Section iconCompany Overview

Phone number
Website
bhfe.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
Stock Symbol
DAVE
NAICS Code
6114 - Business Schools and Computer and Management Training
Founded
1994
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

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

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