RegEd
Enterprise compliance and credentialing technology for the financial services and insurance industries.
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
At a Glance
- Founded
- 2000
- Headquarters
- Morrisville, North Carolina, USA
- Employees
- 201-500
- Funding
- PE-Backed
Category & Focus
- Category
- Compliance & Regulatory
- 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
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
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Last updated: 2026-06-05