Insights

Compliance Expertise Patten Training & Review offers regulator-ready compliance solutions and serves as Chief Compliance Officers for FINRA-registered broker-dealers and investment advisors, presenting a potential upsell to outsourced compliance programs and ongoing regulatory consulting.

Training Solutions With over 30 years in financial services and capabilities in live, virtual, and online training for securities exams, there is a clear opportunity to cross-sell exam prep, continuing education, and certification refreshers to client firms and individuals.

FinOp Community The FinOp Exchange creates a peer-driven ecosystem for FinOps professionals, enabling opportunities to offer specialized training, hosting paid webinars, or premium memberships targeting back-office ops teams at advisory and broker-dealer firms.

Market Positioning Operating in a niche with several well-funded providers, Patten Training & Review can differentiate by highlighting personalized CCO services and practical exam training, positioning as a cost-effective, hands-on partner for mid-size firms.

Growth Readiness Revenue in the multi-million range and a lean employee base suggests scalable offerings for mid-market firms seeking scalable compliance and training solutions, with potential for bundled service packages and multi-year contracts.

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Patten Training & Review Tech Stack

Patten Training & Review uses 8 technology products and services including Rippling, Open Graph, Hammer.js, and more. Explore Patten Training & Review's tech stack below.

Rippling
Applicant Tracking Systems
Open Graph
Content Management System
Hammer.js
Javascript Libraries
jQuery
Javascript Libraries
Piwik
System Analytics & Monitoring
Google Analytics
Web Analytics
Apache HTTP Server
Web Servers
X-UA-Compatible
Web Tools And Plugins

Patten Training & Review's Email Address Formats

Patten Training & Review uses at least 1 format(s):

Patten Training & Review Email Formats	Example	Percentage
FLast@pattentraining.com	JDoe@pattentraining.com	100%

Frequently Asked Questions

Where is Patten Training & Review's headquarters located?

Patten Training & Review's main headquarters is located at 8111 Ashlane Way The Woodlands, Texas 77382 United States. The company has employees across 1 continents, including North America.

What is Patten Training & Review's phone number?

You can contact Patten Training & Review's main corporate office by phone at

+1-281-419-****

. 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 Patten Training & Review's official website and social media links?

Patten Training & Review's official website is pattentraining.com and has social profiles on LinkedIn.

How much revenue does Patten Training & Review generate?

As of July 2026, Patten Training & Review's annual revenue is estimated to be $10M - $25M.

What is Patten Training & Review's NAICS code?

Patten Training & Review's NAICS code is 52 - Finance and Insurance.

How many employees does Patten Training & Review have currently?

As of July 2026, Patten Training & Review has approximately 26 employees across 1 continents, including North America. Key team members include Owner: K. L.Director: A. D.Compliance Director: M. C.. Explore Patten Training & Review's employee directory with LeadIQ.

What industry does Patten Training & Review belong to?

Patten Training & Review operates in the Financial Services industry.

What technology does Patten Training & Review use?

Patten Training & Review's tech stack includes RipplingOpen GraphHammer.jsjQueryPiwikGoogle AnalyticsApache HTTP ServerX-UA-Compatible.

What is Patten Training & Review's email format?

Patten Training & Review's email format typically follows the pattern of FLast@pattentraining.com. Find more Patten Training & Review email formats with LeadIQ.

When was Patten Training & Review founded?

Patten Training & Review was founded in 2010.

Patten Training & Review

Q: How many employees does Patten Training & Review have currently?

Patten Training & Review has approximately 26 employees.

Q: What technology does Patten Training & Review use?

Patten Training & Review's tech stack includes Mustache, Hammer.js, Weebly, GoDaddy, Video.js.

Q: What is Patten Training & Review's NAICS code?

Patten Training & Review's NAICS code is 52 (Finance and Insurance).

Financial ServicesTexas, United States11-50 Employees

Patten Training & Review operates in the financial services sector, offering training and compliance solutions grounded in extensive industry practice. Its team has served as Principals and Chief Compliance Officers for numerous FINRA-registered broker-dealers, investment advisers, and municipal advisors, and it provides regulatory consulting to broker-dealers and investment advisers. Training options cover securities exam preparation and can be delivered in live classrooms, virtual formats, or online, reflecting more than three decades in the industry. 

Based in The Woodlands, Texas, the company serves clients across the United States with a relatively small-to-mid-sized team. In addition to training and regulatory guidance, Patten Training & Review created the FinOp Exchange, a forum for FinOps professionals to share ideas and seek peer answers.