Insights

StrategicFit Growth Surgent is now part of UWorld, expanding its distribution and credibility in the education and exam prep space, presenting cross-sell opportunities to UWorld’s existing learner base and enterprise clients seeking comprehensive accounting and finance learning solutions.

TechDriven Personalization ReadySCORE and adaptive learning engine enable personalized study pathways, providing a compelling upsell to firms and individuals who require customized CPE and certification prep, and offering collaboration with firms to deploy group subscriptions.

Enterprise Learning Firm and enterprise solutions with group subscriptions, a dedicated portal, and account management indicate a strong sales angle to accounting firms and corporate training programs seeking scalable continuing education and credential prep.

Regulatory Momentum Frequent regulatory updates and first-to-market course creation (e.g., SECURE 2.0, CPA Evolution) create ongoing demand for timely CPE content, offering repeat-new course bundles and renewal-driven refresh cycles for customers.

Market Positioning Established credibility with NASBA, IRS, CFP Board, and CTEC endorsements combined with a 50-state reach suggests targeting mid-market to large accounting firms and corporate buyers looking for trusted CPE providers and scalable licensing models.

Similar companies to Surgent Accounting & Financial Education

Surgent Accounting & Financial Education Tech Stack

Surgent Accounting & Financial Education uses 8 technology products and services including Meta Ads Manager, Hotjar, Visual Website Optimizer, and more. Explore Surgent Accounting & Financial Education's tech stack below.

Media & News

Surgent Accounting & Financial Education's Email Address Formats

Surgent Accounting & Financial Education uses at least 7 email formats:
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
50%
Last@surgentcpe.comDoe@surgentcpe.com
25%
First@surgentcpe.comJohn@surgentcpe.com
25%

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.

How much revenue does Surgent Accounting & Financial Education generate?

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As of October 2026, Surgent Accounting & Financial Education's annual revenue is estimated to be $1M - $10M.

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 October 2026, Surgent Accounting & Financial Education has approximately 63 employees across 3 continents, including North America, Asia and Europe. Key team members include President: R. F., Owner Chief Executive Officer: T. A. and Owner: I. M. 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 Meta Ads Manager, Hotjar, Visual Website Optimizer, Canva, Amazon Web Services, Shopify, Google Pay and Vimeo.

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 logo

Surgent Accounting & Financial Education

EducationPennsylvania, United States51-200 Employees

Surgent Accounting & Financial Education provides credential-focused exam preparation and continuing education for accounting and finance professionals. Now part of UWorld and based in Radnor, Pennsylvania, the company traces its origins to 1985 and serves professionals, leading accounting firms, and enterprises nationwide.

Its exam-preparation offerings cover credentials such as CPA, EA, CMA, CIA, and CISA, supported by predictive ReadySCORE analytics and a personalized learning path. The continuing education program offers more than 10,000 credits across tax, audit, ethics, AI, data analytics, and related topics through live webinars, on-demand modules, and self-study formats, and is NASBA-registered, a QAS self-study provider, approved by the IRS, CFP Board, and CTEC, accepted in all 50 states and Washington, D.C. The firm also partners with accounting firms and financial services organizations to foster learning through group subscriptions and a dedicated portal, and in January 2024 it launched the CPA Evolution model.

Section iconCompany Overview

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

Section iconFunding & Financials

  • $1M - $10M

    Surgent Accounting & Financial Education's revenue is estimated to be in the range of $1M - $10M

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