Insights

Expanding Certification Offerings Surgent is actively updating its course portfolio to include emerging exam models like the CPA Evolution and new regulatory changes such as those introduced by the SECURE 2.0 Act. This presents an opportunity to offer tailored educational technology solutions and partnerships that support real-time content updates, adaptive learning enhancements, and exam-specific online platforms.

Technological Innovation With a proprietary adaptive learning engine and a diverse delivery modal portfolio including live, on-demand, gamified, and microlearning formats, Surgent emphasizes personalized learner engagement. There is potential to expand sales of advanced EdTech tools, integrations, and data analytics services to further enhance learner outcomes and retention.

Market and Industry Focus Surgent’s strong presence in the professional accounting and finance education space, combined with its partnerships with organizations like CPAmerica, highlights key market segments for targeted outreach. Offering customized LMS solutions, corporate training modules, or enterprise subscriptions could address their scalable training needs.

Global Expansion and Content As a trusted provider serving international higher education institutions and professionals, Surgent’s global footprint offers opportunities to introduce multilingual platforms, localized content, and digital certification solutions to enhance their worldwide reach and learner participation.

Future Growth Opportunities Surgent’s recent recognition through awards and its strategic launch of new channels such as Surgent IQ demonstrate its commitment to innovation and growth. This creates opportunities for partnership in AI-driven learning analytics, digital credentialing, and innovative assessment tools to support their evolution in professional education technology.

Similar companies to Surgent Accounting & Financial Education

Surgent Accounting & Financial Education Tech Stack

Surgent Accounting & Financial Education uses 8 technology products and services including Quora Pixel, Amazon Web Services, MySQL, and more. Explore Surgent Accounting & Financial Education's tech stack below.

  • Quora Pixel
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • MySQL
    Database
  • Microsoft Dynamics
    Enterprise Resource Planning
  • Font Awesome
    Font Scripts
  • Goober
    Javascript Libraries
  • Yoast SEO Premium
    Search Engines
  • Perfmatters
    Web Platform Extensions

Media & News

Surgent Accounting & Financial Education's Email Address Formats

Surgent Accounting & Financial Education uses at least 2 format(s):
Surgent Accounting & Financial Education Email FormatsExamplePercentage
LastF@surgent.comDoeJ@surgent.com
86%
First.Last@surgent.comJohn.Doe@surgent.com
5%
FirstL@surgent.comJohnD@surgent.com
6%
F.Last@surgent.comJ.Doe@surgent.com
3%
F.Last@surgentcpe.comJ.Doe@surgentcpe.com
67%
Last@surgentcpe.comDoe@surgentcpe.com
33%

Frequently Asked Questions

What is Surgent Accounting & Financial Education's phone number?

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You can contact Surgent Accounting & Financial Education'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 Surgent Accounting & Financial Education's official website and social media links?

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Surgent Accounting & Financial Education's official website is surgent.com and has social profiles on LinkedIn.

What is Surgent Accounting & Financial Education's NAICS code?

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Surgent Accounting & Financial Education's NAICS code is 61 - Educational Services.

How many employees does Surgent Accounting & Financial Education have currently?

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As of December 2025, Surgent Accounting & Financial Education has approximately 62 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Vice President Of Technology And Strategy: M. B.Vice President Market Development: P. W.President: R. F.. Explore Surgent Accounting & Financial Education's employee directory with LeadIQ.

What industry does Surgent Accounting & Financial Education belong to?

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Surgent Accounting & Financial Education operates in the Education industry.

What technology does Surgent Accounting & Financial Education use?

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Surgent Accounting & Financial Education's tech stack includes Quora PixelAmazon Web ServicesMySQLMicrosoft DynamicsFont AwesomeGooberYoast SEO PremiumPerfmatters.

What is Surgent Accounting & Financial Education's email format?

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Surgent Accounting & Financial Education's email format typically follows the pattern of LastF@surgent.com. Find more Surgent Accounting & Financial Education email formats with LeadIQ.

When was Surgent Accounting & Financial Education founded?

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Surgent Accounting & Financial Education was founded in 1985.

Surgent Accounting & Financial Education

EducationPennsylvania, United States51-200 Employees

As the largest independent provider in our category and with a history dating back 30+ years, our solutions are trusted by tens of thousands of individuals, top enterprises, and higher education institutions across the globe. 

We help professionals prepare for certification exams, such as Certified Public Accountant, Enrolled Accountant, Certified Management Accountant, Certified Internal Auditors, Security Industry Essentials, and Certified Information Systems Auditor. Additionally, Surgent offers continuing education opportunities (known as CE or CPE) for people who are reskilling for a new direction, upskilling to keep up with industry changes or picking up adjacent skills, such as project management or data analytics. We also deliver IRS programs for tax preparers. Our success as an education company is measured by the ability of our learners to serve their clients through greater competency. 

Accounting and financial career paths are not linear and professional education must become more personalized to engage the learner over time. Surgent has a deep understanding of the user experience and creates innovative, diverse learning environments for professionals at every stage. We reinvented the model for exam review with the introduction of our proprietary adaptive learning engine, quickly assessing what a learner already knows and guiding them to a learning path that helps them pass faster. Today we deliver up-to-date, first-to-market content through a variety of live and on-demand modalities -- lectures, webinars, gamification, microlearning video clips, downloadable study guides, etc. -- so learners can choose how they receive instruction. 

We are registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of CPE on the National Registry of CPE Sponsors and as a QAS Self-Study provider, as well as an approved Continuing Education provider by the IRS, the CFP® Board, and CTEC. Our courses are accepted for CPE credit in the US.

Section iconCompany Overview

Phone number
NAICS Code
61 - Educational Services
Founded
1985
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Surgent Accounting & Financial Education's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Surgent Accounting & Financial Education's revenue is estimated to be in the range of $50M$100M

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