Company profile
Financial Services

CFA Institute - Company Intelligence Profile

Industry: Financial Services | Founded: 1947 | HQ: Charlottesville, United States

Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies.

Datakart tracks firmographic, hiring, traffic, technology, funding, review, and leadership signals for CFA Institute to help teams evaluate the account with useful business context.

CFA Institute logo

Nonprofit

CFA Institute

cfainstitute.org

Employees

2.8K

Monthly visits

4.7M

Open roles

20

Search volume

49.5K

Company Snapshot

Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies.

With a heritage of over 75 years, CFA Institute has 200,000 members in 160 locations around the world, providing an unparalleled network of visionary leaders.

Our rigorous CFA Institute qualifications and education offerings are designed to support professionals in their practice areas and build confidence with our clients and partners.

Our world-class Research & Policy Center offers an unbiased forum for industry leaders, regulators and subject matter experts to help shape policy and drive positive change.

As we are faced with increasingly complex challenges such as climate change, inequality, geopolitical conflicts and much more, we are focused on collaborating with current and future members to set and uphold standards to ensure positive, sustainable progress around the globe.

CFA® is a registered trademark of CFA Institute.

1947

Founded

2.8K

Employee count

4.7M

Monthly website visits

20

Open roles

Company Snapshot Details

Legal name: CFA Institute
Headquarters: Charlottesville, VA, United States
Industry: Financial Services
Sub-sector: Financial Services
Website: https://www.cfainstitute.org
YoY headcount growth: not publicly disclosed
Company stage: Nonprofit
Last updated: Wed, 29 Apr 2026
Company intelligence

Business signals that help qualify CFA Institute

This profile combines firmographic, traffic, hiring, employee, review, compensation, technology, funding, leadership, and product availability signals so visitors can answer practical business questions without hunting across multiple data sources.

Source snapshot

Last refreshed 2026-04-29 | 50K search volume | Domain cfainstitute.org

Annual revenue
$356.3M
Reported annual revenue from the source dataset when available.
Revenue range
$100M - $500M
Reported annual revenue band from the source dataset.
Monthly visits
4.7M
Latest monthly visits value available from the source dataset.
Global web rank
#10,287
Lower rank values indicate stronger web visibility in the source dataset.
Employees
2.8K
Latest employees value available from the source dataset.
Employee reviews
302
Latest employee reviews value available from the source dataset.
+6 monthly (+42.9%)
Hiring demand
20
Open roles reveal which teams may be expanding and where vendor demand can emerge. For CFA Institute, this signal is based on the latest available source snapshot.
-22 monthly (-0.8%)
Headcount momentum
2.8K
Recent employee count movement helps qualify growth, contraction, and operational scale. For CFA Institute, this signal is based on the latest available source snapshot.
+10.4K monthly (+1.1%)
Audience growth
924.7K
LinkedIn follower movement is a useful proxy for employer brand, market attention, and hiring reach. For CFA Institute, this signal is based on the latest available source snapshot.
-1.1M monthly (-18.6%)
Web demand
4.7M
Website traffic movement helps benchmark customer interest and go-to-market momentum. For CFA Institute, this signal is based on the latest available source snapshot.
0 quarterly
Employee sentiment
3.4
Employee review movement can surface internal confidence, culture stability, and retention risk. For CFA Institute, this signal is based on the latest available source snapshot.
Identity atlas

CFA Institute identity, aliases, ownership, and taxonomy

This section makes the entity easier to verify: canonical domains, alternate names, descriptions, ownership flags, parent or acquirer context, industry codes, and source-level social reach are grouped together.

Company descriptions
All available company description fields from the source dataset.
Company descriptiondescription

Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies. With a heritage of over 75 years, CFA Institute has 200,000 members in 160 locations around the world, providing an unparalleled network of visionary leaders. Our rigorous CFA Institute qualifications and education offerings are designed to support professionals in their practice areas and build confidence with our clients and partners. Our world-class Research & Policy Center offers an unbiased forum for industry leaders, regulators and subject matter experts to help shape policy and drive positive change. As we are faced with increasingly complex challenges such as climate change, inequality, geopolitical conflicts and much more, we are focused on collaborating with current and future members to set and uphold standards to ensure positive, sustainable progress around the globe. CFA® is a registered trademark of CFA Institute.

Enriched descriptionDescription Enriched

CFA Institute offers CFA and CIPM designations, along with other programs and certificates that support finance professionals at all career stages.

Metadata descriptionDescription Metadata Raw

CFA Institute is a global association of investment professionals. The organization offers the Chartered Financial Analyst (CFA) designation, the Certificate in Investment Performance Measurement (CIPM) designation, and the Investment Foundations Certificate.

LinkedIn followers

924.7K

Latest linkedin followers value available from the source dataset.

Owler followers

83

Latest owler followers value available from the source dataset.

Technologies detected

194

Latest technologies detected value available from the source dataset.

Ownership and corporate structure
Ownership status, parent company, acquisition status, and public/B2B flags.

Operating status

Active

Independent Company

Company type

Nonprofit

type

Ownership status

NGO/NPO/NFP/Organization/Association

Ownership Status

Public company

No

Is Public

Aliases and domain variants
Company name aliases, website aliases, and canonical domain signals.

Company alias

cfa institute

Company Name Alias

Website alias

https://www.cfainstitute.org

Website Alias

Website alias

https://www.cfainstitute.org/

Website Alias

Canonical website

https://www.cfainstitute.org

website

Website domain

cfainstitute.org

Website Domain

Unique website

Yes

Unique Website

Unique domain

Yes

Unique Domain

Expired domain

No

Expired Domain

LinkedIn shorthand

cfainstitute

Canonical LinkedIn Shorthand Name

Source ID

162977

Source ID

UUID

5DJN3RSRTZMS3DBB2781931BM8

uuid

Industry classification codes
SIC, NAICS, industry, and keyword classification signals.

SIC code

86

SIC Codes

SIC code

862

SIC Codes

NAICS code

81

NAICS Codes

NAICS code

813

NAICS Codes

Industry

Financial Services

industry

Categories and keywords

['finance', 'ethics and education and professional excellence in the investment industry', 'career stages', 'programs', 'cipm designations', 'cfa institute', 'finance professionals']

Categories And Keywords

Social follower counts
Follower counts available across LinkedIn, Twitter, and Owler.

LinkedIn followers

924.7K

Followers Count LinkedIn

Owler followers

83

Followers Count Owler

Company locations
Known company locations and office addresses.

Primary location

915 East High Street; Charlottesville, VA 22902, US

Office location

292 Madison Ave; New York, US

Office location

67 Lombard Street; 7th Floor; London, EC3V 9LJ, GB

Office location

23/F, Man Yee Building; 68 Des Vouex Road; Central, Hong Kong, SAR, HK

Office location

915 East High Street; Charlottesville, 22902, United States

Office location

Charlottesville, Virginia, United States

Office location

915 E High St; Charlottesville, Virginia 22902, United States

Social profiles
Official and source-linked social profiles.

Website

https://www.cfainstitute.org

LinkedIn

https://www.linkedin.com/company/cfainstitute

Crunchbase

https://www.crunchbase.com/organization/the-cfa-institute

Facebook

https://www.facebook.com/cfainstitute

Twitter / X

https://www.twitter.com/cfainstitute

Instagram

https://www.instagram.com/cfainstitute

Company contact points
Public company-level contact points available in the source dataset.

Email

compliance@cfainstitute.org

Phone

1-434-951-5499

Financial intelligence

CFA Institute revenue, funding, IPO, and acquisition history

Financial signals are grouped as an analyst-style view: revenue sources, income statement rows, funding rounds, acquisition activity, IPO fields, stock listing context, and ownership structure.

Annual revenue
$356.3M
Reported annual revenue from the source dataset when available.
Revenue range
$100M - $500M
Reported annual revenue band from the source dataset.
Revenue signals
Annual, quarterly, and range-based revenue signals available in the source dataset.

Source 5

$356.3M

Annual revenue

Source 4$100M - $500M
Ownership and corporate structure
Ownership status, parent company, acquisition status, and public/B2B flags.

Operating status

Active

Independent Company

Company type

Nonprofit

type

Ownership status

NGO/NPO/NFP/Organization/Association

Ownership Status

Public company

No

Is Public

Audience analytics

Web visibility, demand, and topics

Use these signals to understand discoverability, demand quality, search interest, and audience fit.

Monthly visits

4.7M

Latest monthly visits value available from the source dataset.

Global web rank

#10,287

Lower rank values indicate stronger web visibility in the source dataset.

Bounce rate

36.0%

Latest bounce rate value available from the source dataset.

Pages per visit

5.75

Latest pages per visit value available from the source dataset.

Average visit duration

5m 39s

Latest average visit duration value available from the source dataset.

Estimated monthly page views

27.2M

Derived estimate calculated as monthly visits multiplied by pages per visit.

Website visits
Website visits trend from the latest source snapshots.
LinkedIn followers
LinkedIn followers trend from the latest source snapshots.
Website visits by country
India32.35
United States15.99
Canada7.83
United Kingdom3.9
Australia3.1
Top search topics
Search topics and queries associated with the company.

cfa

Associated search topic

cfa institute

Associated search topic

cfa scholarship

Associated search topic

cfa level 1

Associated search topic

cfa exam

Associated search topic

Social profiles
Official and source-linked social profiles.

Website

https://www.cfainstitute.org

LinkedIn

https://www.linkedin.com/company/cfainstitute

Crunchbase

https://www.crunchbase.com/organization/the-cfa-institute

Facebook

https://www.facebook.com/cfainstitute

Twitter / X

https://www.twitter.com/cfainstitute

Instagram

https://www.instagram.com/cfainstitute

Company contact points
Public company-level contact points available in the source dataset.

Email

compliance@cfainstitute.org

Phone

1-434-951-5499

Social follower counts
Follower counts available across LinkedIn, Twitter, and Owler.

LinkedIn followers

924.7K

Followers Count LinkedIn

Owler followers

83

Followers Count Owler

Workforce intelligence

Employees, hiring, attrition, and compensation

This section groups org scale, hiring motion, employee movement, department mix, and salary benchmarks so teams can qualify operating momentum and budget signals.

Employees

2.8K

Latest employees value available from the source dataset.

Inferred employees

1.3K

Latest inferred employees value available from the source dataset.

Open roles

20

Latest open roles value available from the source dataset.

Departures

0

Latest departures value available from the source dataset.

Employee attrition rate

0.0%

Latest employee attrition rate value available from the source dataset.

Hiring intensity

7.3 roles / 1K employees

Derived signal showing open roles normalized by employee count.

Employee headcount
Employee headcount trend from the latest source snapshots.
Inferred employees
Inferred employees trend from the latest source snapshots.
Open job postings
Open job postings trend from the latest source snapshots.
Employee attrition rate
Employee attrition rate trend from the latest source snapshots.
Employee count by department
Other Department429
Education159
Finance137
Research110
General Management68
Marketing67
Operations64
Employee count by seniority
Other Management469
Specialist458
Manager156
Director95
Senior92
Intern55
Head36
Employee count by region
Northern America668
Northern Europe174
Southern Asia143
Eastern Asia85
Western Europe50
Western Asia45
South Eastern Asia41
Top employee countries
United States626
United Kingdom161
India128
Canada42
China42
Hong Kong36
Egypt28
Active job openings
Selected open roles that reveal current hiring demand.

Senior Technical Accountant

Open role

4391149421

Director, Continuing Education

Open role

4405841530

Finance Systems Analyst

Open role

4392374986

Senior Manager, Enterprise Project Management Office (ePMO)

Open role

4387844648

Platform Owner, Azure/AWS Development

Open role

4375887577

Senior Marketing Commercial Manager

Open role

4399238486

Senior Manager, Enterprise Project Management Office (ePMO)

Open role

4380949125

Integrated Marketing Manager, China

Open role

4401789420

Showing 8 of 18 available records.

Where employees came from
Common previous employers visible in employee profile movement.

EY

42 employee movements

Internal profile link

Deloitte

37 employee movements

Internal profile link

Citi

32 employee movements

Internal profile link

PwC

30 employee movements

Internal profile link

University of Virginia

30 employee movements

Internal profile link

HSBC

23 employee movements

Internal profile link

Silverchair

19 employee movements

Internal profile link

KPMG

18 employee movements

Internal profile link

Showing 8 of 10 available records.

Where employees go next
Common next employers visible in employee profile movement.

Deloitte

68 employee movements

Internal profile link

EY

54 employee movements

Internal profile link

PwC

30 employee movements

Internal profile link

HSBC

29 employee movements

Internal profile link

University of Virginia

28 employee movements

Internal profile link

The Bulldog Fund

28 employee movements

Internal profile link

BlackRock

28 employee movements

Internal profile link

Goldman Sachs

26 employee movements

Internal profile link

Showing 8 of 10 available records.

Base pay benchmarks
Selected base salary benchmarks from the source dataset.

Executive Assistant

USD $80.5K

Annual

Administrator

USD $98.6K

Annual

Head, Global Communications

USD $159.2K

Annual

Special Investigator

USD $93.4K

Annual

Software Engineer

USD $125.1K

Annual

Chartered Financial Analyst Exam Grader

USD $95.6K

Annual

QA Analyst

USD $92.4K

Annual

Chartered Financial Analyst

INR $560K

Monthly | Updated 2021-09-09

Showing 8 of 10 available records.

Additional pay benchmarks
Selected bonus and additional compensation benchmarks.

Marketing

Cash Bonus $12.6K

Annual

Senior Director

Cash Bonus $43K

Annual

Customer Service Representative

Cash Bonus $2.7K

Annual

Executive Assistant

Cash Bonus $5.1K

Annual

Systems Analyst

Cash Bonus $5.6K

Annual

Head, Global Communications

Cash Bonus $21.9K

Annual

Chief Technology Officer (CTO)

Cash Bonus $39.6K

Annual

Client Services Representative

Cash Bonus $2.9K

Annual

Showing 8 of 10 available records.

Total compensation benchmarks
Selected total compensation benchmarks from the source dataset.

Chartered Financial Analyst

INR $560K

Monthly | Updated 2021-09-09

Administrator

USD $103.7K

Annual

Executive Assistant

USD $85.6K

Annual

QA Analyst

USD $97.6K

Annual

Client Services Representative

USD $51.2K

Annual

Chief Technology Officer (CTO)

USD $251.5K

Annual

Intern

USD $61K

Annual

Manager

USD $155.5K

Annual

Showing 8 of 10 available records.

Product and reputation

Product readiness, customer proof, and employee sentiment

Product availability, public reviews, and employee sentiment help visitors understand whether the company is mature, documented, reviewable, and operationally healthy.

Employee reviews

302

Latest employee reviews value available from the source dataset.

Employee rating

3.4

Latest review score available from the source dataset.

Employee review distribution
Score 483
Score 567
Score 340
Score 235
Score 128
Employee review score breakdown
Compensation Benefits3.9
Work Life Balance3.7
Diversity Inclusion3.4
Culture Values3.1
Career Opportunities2.8
Senior Management2.7
Ceo Approval58.0%
Product availability Q&A
Buyer-facing product availability signals in question-and-answer format.

Is pricing information available?

No. The source snapshot does not list pricing information for this company.

Source availability signal

Is a free trial listed?

No. The source snapshot does not list a free trial for this company.

Source availability signal

Can buyers request a demo?

No. The source snapshot does not list a demo motion for this company.

Source availability signal

Is the product downloadable?

No. The source snapshot does not list downloadable software for this company.

Source availability signal

Are mobile apps listed?

No. The source snapshot does not list mobile apps for this company.

Source availability signal

Is public documentation listed?

No. The source snapshot does not list public documentation for this company.

Source availability signal

Are online reviews listed?

No. The source snapshot does not list online reviews for this company.

Source availability signal

Company graph

Technology, leadership, competitors, funding, and corporate activity

These data points help sales, partnerships, analysts, and researchers understand how the company operates, who surrounds it, and where it may be moving next.

Verified technologies
Detected tools and systems verified in the source dataset.

Kyriba

Verified technology

Last verified 2026-05-04 | First seen 2024-09-23

Git

Verified technology

Last verified 2026-05-04 | First seen 2025-02-03

Autodesk

Verified technology

Last verified 2026-05-04 | First seen 2025-12-07

Microsoft Excel

Verified technology

Last verified 2026-05-04 | First seen 2026-04-13

Clickable

Verified technology

Last verified 2026-05-04 | First seen 2025-08-17

Google Tag Manager

Verified technology

Last verified 2026-05-04 | First seen 2024-05-20

Contract Logix

Verified technology

Last verified 2026-05-04 | First seen 2025-10-26

Iam

Verified technology

Last verified 2026-05-04 | First seen 2025-08-24

Showing 8 of 24 available records.

Market alternatives and competitors
Comparable companies surfaced by the source dataset.

Naicvc

Similarity 67,848.0

Market alternative

Napfa

Similarity 67,851.0

Market alternative

Iwi

Similarity 100,000.0

Market alternative

Pittsburgh Society Of Investment Professionals

Similarity 93,942.0

Market alternative

Noip

Similarity 87,885.0

Market alternative

Aaifm

Similarity 73,579.0

Market alternative

Ima

Similarity 67,850.0

Market alternative

Caia Association

Similarity 67,849.0

Market alternative

Showing 8 of 9 available records.

Leadership and senior operators
Senior employees and operators visible in the source dataset.

Krista Mansbach

Director Of Certificates

James A. Landi

Senior Director, Content Development, Professional Learning Division

David Terris

Director

Esther Shemeth

Paid Media Lead

Doug Cohen

Head Of Product

Patrick Kanouse

Head Of Content Technology

David Lowman

Sr. Director, Software Engineering Multi-Platform

Jennette Townsend

Director, Enterprise Risk Management

Showing 8 of 12 available records.

Recent executive arrivals
Recent leadership and senior employee arrival signals.

Patrick Kanouse

Head of Content Technology

Jan 2026

Jennette Townsend

Director, Enterprise Risk Management

Dec 2025

Jeremy Dieffenbacher

Senior Director of Product Management, Enterprise Services

Mar 2026

Meg Martin

Director, Talent Enablement

Dec 2025

Christina Morton

Director, Learning Design

Apr 2026

Andrew Yip

ePMO Director

Jan 2026

Andrew Yip

ePMO Director

Jan 2026

Lauran Halpin

Director, Global Inclusion

Jan 2026

Recent executive departures
Recent leadership and senior employee departure signals.

Tricia Rothschild

CFA Institute Board of Governors

Feb 2026

Dana Day

Managing Director, Global Partnerships

Dec 2025

Amarachi Ekeh

Team Lead - CFA Institute Research Challenge

Jan 2026

Company locations
Known company locations and office addresses.

Primary location

915 East High Street; Charlottesville, VA 22902, US

Office location

292 Madison Ave; New York, US

Office location

67 Lombard Street; 7th Floor; London, EC3V 9LJ, GB

Office location

23/F, Man Yee Building; 68 Des Vouex Road; Central, Hong Kong, SAR, HK

Office location

915 East High Street; Charlottesville, 22902, United States

Office location

Charlottesville, Virginia, United States

Office location

915 E High St; Charlottesville, Virginia 22902, United States

Recent company updates
Recent company update signals from the source dataset.

The investment landscape is shifting fast: trade dynamics, geopolitical change, AI integration. Finding clari…

6 reactions

2026-04-29 | The investment landscape is shifting fast: trade dynamics, geopolitical change, AI integration. Finding clarity takes more than instinct. CFA UK's Annual Investment Conference 2026 brings together leaders from Aberdeen…

You can be part of the investment community from the start. The new Associate Membership, designed for early…

52 reactions; 1 comments

2026-04-29 | You can be part of the investment community from the start. The new Associate Membership, designed for early career professionals who are already connected to CFA Institute and want to deepen their relationship. It o…

“In finance, we pride ourselves on precision… but data alone rarely changes minds. What moves people and insp…

42 reactions

2026-04-28 | “In finance, we pride ourselves on precision… but data alone rarely changes minds. What moves people and inspires trust are stories.” In 'The power of storytelling in finance: turning data into connection', Dr. Kelly C…

The finance profession is evolving rapidly, and the way professionals learn is evolving with it. From intera…

38 reactions; 2 comments

2026-04-27 | The finance profession is evolving rapidly, and the way professionals learn is evolving with it. From interactive learning experiences to developing specialist expertise and building the skills needed to work alongside…

Two careers. Two milestones. One common thread. For Ashley Fearday, the CFA Program built her credibility wh…

108 reactions; 8 comments

2026-04-25 | Two careers. Two milestones. One common thread. For Ashley Fearday, the CFA Program built her credibility while she was still a student, and became a key source of support during her internship at the Federal Reserve B…

How can joining a CFA society impact your career? Hear from charterholders who found their network, their…

66 reactions; 2 comments

2026-04-24 | How can joining a CFA society impact your career? Hear from charterholders who found their network, their community, and their growth, all in one place. Find your local society and learn more here: https://cfainst.…

Industry classification codes
SIC, NAICS, industry, and keyword classification signals.

SIC code

86

SIC Codes

SIC code

862

SIC Codes

NAICS code

81

NAICS Codes

NAICS code

813

NAICS Codes

Industry

Financial Services

industry

Categories and keywords

['finance', 'ethics and education and professional excellence in the investment industry', 'career stages', 'programs', 'cipm designations', 'cfa institute', 'finance professionals']

Categories And Keywords

CFA Institute FAQs

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