# RegEd > Enterprise compliance and credentialing technology for the financial services and insurance industries\. ## At a glance | Field | Value | | --- | --- | | Category | Compliance & Regulatory | | Type | Solutions Provider | | Region | NA | | Headquarters | Morrisville, North Carolina, USA | | Founded | 2000 | | Stage | Established | | Employees | 201-500 | | Funding | PE-Backed | ## Overview RegEd is the market-leading provider of enterprise compliance and regulatory management technology for the financial services and insurance industries. Founded in 2000 by former regulators, the company delivers over one million continuing education courses and insurance certificates annually, serving more than 200 enterprise clients including 80% of the top 25 financial services firms. The platform manages 14M+ active licenses and registrations, processes 8M+ sales campaigns and marketing pieces for compliance review annually, and serves approximately 1.6M+ end users across insurance companies, broker-dealers, banks, credit unions, and registered investment advisers. RegEd automates compliance and credentialing workflows across producer licensing, continuing education, product training, anti-money laundering, and broader regulatory requirements. The company is backed by Gryphon Investors following a 2018 acquisition from Falfurrias Capital Partners. ## Products & services ### Enterprise Compliance Management Platform A suite of 20+ integrated compliance and credentialing solutions covering producer licensing, continuing education, AML, contracting, and audit management. **Key features:** - Workflow\-directed compliance processes with automated validations - Data integration with NIPR, DTCC, and other regulatory platforms - Regulatory intelligence and compliance dashboards - Business process automation for credentialing workflows *Target users:* Insurance carriers, broker\-dealers, banks, and RIA firms ### Insurance Continuing Education \(CE\) State-compliant continuing education courses delivered with real-time jurisdiction reporting for insurance producers across all lines of business. **Key features:** - Multi\-state compliant CE course library - Real\-time reporting to state regulators - Tracks completion across all license types *Target users:* Insurance producers, carriers, agencies ### Annuities Training Platform Industry-wide shared platform for state suitability and carrier-specific product training for annuities products. **Key features:** - Shared results across participating carriers - State suitability compliance tracking - Carrier\-specific product training modules *Target users:* Insurance carriers, broker\-dealers, annuity producers ### Anti\-Money Laundering \(AML\) Program AML training and compliance solutions with shared results across participating carriers, reducing duplicate training burden. **Key features:** - Shared AML training results across carriers - Regulatory\-compliant curriculum - Completion tracking and audit trails *Target users:* Insurance carriers, broker\-dealers ### Firm Element Training Custom annual training programs fulfilling FINRA continuing education requirements for broker-dealers and financial service firms. **Key features:** - Customizable annual training curriculum - FINRA Firm Element compliance tracking - Flexible delivery and completion reporting *Target users:* Broker\-dealers, registered representatives ### Producer Management Solutions Automated producer onboarding, contracting, registration, and licensing workflows integrated with regulatory databases. **Key features:** - Automated producer contracting and registration - Integration with NIPR for license verification - Onboarding workflow automation *Target users:* Insurance carriers, MGAs, broker\-dealers ### Eddie AI Automation Platform AI-powered automation platform for compliance and producer management, launched in 2025. **Key features:** - AI\-driven automation for compliance workflows - Advanced producer management capabilities - Continuous regulatory technology innovation *Target users:* Enterprise insurance carriers and financial services firms ### Investment Adviser Representative \(IAR\) CE Solutions for IAR regulatory continuing education requirements. **Key features:** - IAR CE compliance tracking - State\-approved curriculum - Reporting and audit trail capabilities *Target users:* Registered investment advisers, RIA firms ## Category & focus - Subcategories: Producer licensing, continuing education, AML/KYC, compliance automation, RegTech - Insurance verticals: Life & Annuity, P&C Personal, P&C Commercial, Group Benefits - Target customers: Carriers, Brokers, MGAs/MGUs, Agents/Agencies ## Notable customers - 80% of top 25 financial services firms - Major insurance carriers across life, annuity, and P&C lines - Broker\-dealers and registered investment advisers - Banks and credit unions ## Links - Website: - Directory profile: - Linkedin: - Platform overview: --- *Last updated: 2026\-06\-05*