LeadIQ logo
Learn more at LeadIQ.com

Insights

Growing Professional Audience Beacon Hill Financial Educators serves a specialized market of certified professionals including CFPs, CPAs, Enrolled Agents, and Retirement Plan Agents. This presents an opportunity to tailor marketing efforts and develop targeted educational packages or advanced courses to deepen engagement and cross-sell complementary offerings.

Recent Market Activity Recent news highlights increased visibility in financial education and investments, such as coverage of meme stocks and market trends. Leveraging this media exposure could attract new prospects interested in staying current on market developments, opening avenues for partnership or expanding course offerings in trending financial topics.

Technology Integration The company's use of modern web technologies and analytics indicates an online-first approach, which is ideal for expanding reach and personalization. Sales opportunities include offering premium content, platform integrations, or customized learning solutions that enhance user experience and retention.

Industry Certifications Beacon Hill’s approved provider status for the IRS, CFP Board, and NASBA positions it as a trusted source for continuing education. This accreditation can be promoted to attract institutions or organizations seeking reliable training partners for their financial professionals.

Potential for Expansion With a small team but significant growth indicators, there is potential to scale courses or certifications by forming strategic partnerships with educational institutions or industry associations. This would broaden market access and create opportunities for volume sales and bundled educational solutions.

DAVE Tech Stack

DAVE uses 8 technology products and services including C3.js, WordPress, Linkedin Sign-in, and more. Explore DAVE's tech stack below.

  • C3.js
    Charting
  • WordPress
    Content Management System
  • Linkedin Sign-in
    Identity Verification
  • React
    Javascript Frameworks
  • Select2
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • shadcn/ui
    UI Frameworks
  • HTTP/3
    Web & Portal Technology

Media & News

DAVE's Email Address Formats

DAVE uses at least 1 format(s):
DAVE Email FormatsExamplePercentage
FLast@bhfe.comJDoe@bhfe.com
50%
FLast@bhfe.comJDoe@bhfe.com
50%

Frequently Asked Questions

Where is DAVE's headquarters located?

Minus sign iconPlus sign iconDAVE's main headquarters is located at 51A MIddle Street, Newburyport, MA 01950, US. The company has employees across 1 continents, including North America.

What is DAVE's phone number?

Minus sign iconPlus sign icon You can contact DAVE's main corporate office by phone at
+1-800-588-****
. 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?

Minus sign iconPlus sign iconDAVE is a publicly traded company; the company's stock symbol is DAVE.

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

Minus sign iconPlus sign iconDAVE's official website is bhfe.com and has social profiles on LinkedIn.

What is DAVE's SIC code NAICS code?

Minus sign iconPlus sign iconDAVE's SIC code is 6282 - Investment Advice NAICS code is 6114 - Business Schools and Computer and Management Training.

How many employees does DAVE have currently?

Minus sign iconPlus sign iconAs of October 2025, 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?

Minus sign iconPlus sign iconDAVE operates in the E-Learning Providers industry.

What technology does DAVE use?

Minus sign iconPlus sign iconDAVE's tech stack includes C3.jsWordPressLinkedin Sign-inReactSelect2Underscore.jsshadcn/uiHTTP/3.

What is DAVE's email format?

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

When was DAVE founded?

Minus sign iconPlus sign iconDAVE was founded in 1994.

DAVE

E-Learning ProvidersUnited States2-10 Employees

Beacon Hill Financial Educators, Inc sells self-study continuing professional education courses for Certified Financial Planners, Certified Public Accountants, Enrolled Agents, Registered Tax Return Preparers, and Enrolled Retirement Plan Agents. 

We are an approved provider for the IRS, CFP Board, and NASBA (including State Boards of Accountancy).

Course are available in print or PDF, in all subjects: ethics, financial planning, accounting, auditing, tax, estate planning, retirement planning, investments, insurance. 

CE and CPE credit is available for the following licenses and designations in all states:

-Certified Financial Planner® (CFP®) including NAPFA;
-Certified Public Accountant (CPA, NASBA: Registry and QAS);
-Enrolled Agent (EA), Registered Tax Return Preparer (RTRP), Enrolled Retirement Plan Agent (ERPA); 
-PACE

Section iconCompany Overview

Headquarters
51A MIddle Street, Newburyport, MA 01950, US
Phone number
+1-800-588-****
Website
bhfe.com
SIC Code
6282 - Investment Advice
Stock Symbol
DAVE
NAICS Code
6114 - Business Schools and Computer and Management Training
Founded
1994
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    DAVE's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    DAVE's revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    D. F.
    Owner
    Phone icon
    Mobile Phone

Employee Directory

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.