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WALL STREET BOUND INC
New York, NY · EIN 841973939 · Form 990 · FY2024 · NTEE J20 · Employment · Small ($100K-$1M) · wallstreetbound.org
revenue
$607K
expenses
$731K
net assets
$189K
employees
6
program ratio
71%
mission · from form 990

WE CREATE PATHWAYS OF SUCCESS FOR URBAN YOUTH THROUGH CAREERS IN FINANCE.

profile · synthesized from sources

Wall Street Bound Inc is a New York City-based nonprofit that creates pathways for urban youth into careers in finance. The organization provides finance education and training programs, focusing on underrepresented and underserved young people. It has expanded to California and partners with financial institutions and industry organizations to enhance diversity in financial services.

named programs · 2 · from sources

What they call their work

Diverse Trader Training Program
Program focused on training diverse talent in trading and risk management, supported by strategic partners in the financial industry.
Finance Career Training Program
Comprehensive training in finance fundamentals, modeling, and valuation for underrepresented youth, preparing them for careers in financial services.
activities · 4 groups

What they do

  • Professional Certification and Continuing Education 3 activities
    • Deliver intensive training programs for finance careers
      Operates a four-month intensive training program that includes technical finance instruction, professional skills development, panel discussions, resume review, interview preparation, and exam prep for industry credentials. The program prepares students for careers in financial services through structured curricula and partnerships.
    • Deliver specialized finance skills training through partnerships
      Offers targeted training programs in financial modeling and valuation, Excel for Finance, and Python for financial data analysis through partnerships with Pillars of Wall Street, Investopedia, and KAPLAN.
    • Prepare students for finance industry certifications
      Provides structured study programs and training to help students pass the FINRA Securities Industry Essentials (SIE) exam and other industry credentials, including through partnerships with organizations like KAPLAN.
  • Student Career Readiness and Internship Placement 2 activities
    • Expand career pathways for underrepresented urban youth
      Provides education, mentorship, and comprehensive support to underrepresented and urban young adults to pursue careers in finance, with operations extending to California through a Bay Area office.
    • Facilitate internships and job placement in finance
      Connects students with financial firms to secure internships and full-time roles, providing resume building, interview preparation, and career advancement support.
  • Member-Exclusive Resource Access 1 activity
    • Provide access to discounted finance education resources
      Offers discounted access to financial industry courses and tutorials for members, including through distribution of discount codes upon completion of sign-up.
  • Mentorship and Professional Development Programs 1 activity
    • Provide mentorship through finance professionals
      Pairs students with finance industry professionals for ongoing guidance and networking, including monthly one-on-one mentoring sessions to support career development in financial services.
financials · form 990 · fy2024
revenue
Total revenue$607K
Contributions & grants$485K80%
Program service revenue$122K20%
Investment income$00%
Other revenue$0
expenses
Total expenses$731K
Program expenses71%
Admin / overhead7%
Fundraising21%
Salaries & benefits$489K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$251K
Cash$96K
Investments$0
Liabilities$62K
Net assets$189K
Liquid reserves1.6 mo
5 years on record · 2020–2024 · YoY revenue +13.6%
leadership · form 990 part vii · fy2024

Who runs it

board members · 5
  • DAVID ABRAMSON — BOARD MEMBER
  • HOWARD LINDZON — BOARD MEMBER
  • SEAN WOODROFFE — BOARD MEMBER
  • TROY PRINCE — CEO AND VICE CHAIRMAN
  • WAYNE WRIGHT — CHAIRMAN
relationships · 33

Who they work with

  • Atairos Partner — Partner organization supporting Wall Street Bound
  • CAIA Partner — Partners with Wall Street Bound on diversity initiatives and exam preparation resources, featured in video and course content.
  • CAIA™ Partner — Provides the Fundamentals of Alternative Investments (FAI) curriculum through UniFi.
  • CME Group Partner — Provides educational content and courses on futures, options, and financial markets.
  • CME Group Foundation Funder — Foundation investor providing grant support
  • CNBC Partner — Named supporter and partner of Wall Street Bound
  • Empower Partner — Supports Wall Street Bound's mission to train diverse youth
  • Federal Reserve Partner — Provides representatives for panel discussions and networking opportunities with participants.
  • INROADS Partner — Collaborates with INROADS to advance diversity in the financial services industry.
  • Investopedia Partner — Named supporter and partner of Wall Street Bound
  • Investopedia Partner — Partners on Excel for Finance training programs.
  • KAPLAN Partner — Collaborates on Python for financial data analysis and finance industry certification preparation.
  • Kaplan Partner — Sponsors the Securities Industry Essentials (SIE) Examination Structured Study Program.
  • Kaplan Inc. Partner — Partners with Kaplan Inc. to prepare diverse and underrepresented youth for careers in financial services.
  • MS Partner — Hosted a Wall Street Bound volunteer event, as indicated by event photo.
  • Maverick Trading Partner — Collaborates with Wall Street Bound to support training for the next generation of traders, as highlighted in promotional videos.
  • Mizuho Partner — Collaborates with Wall Street Bound to promote diversity in banking through video content and likely program support.
  • Mizuho Securities Partner — Partner organization supporting Wall Street Bound
  • NFL Partner — Named supporter and partner of Wall Street Bound
  • NFL Partner — Partner in the Inspire Change initiative
  • NFL INSPIRE CHANGE Network — Named as a social justice initiative partner of the NFL INSPIRE CHANGE program.
  • NYSE Partner — Named supporter and partner of Wall Street Bound
  • Nasdaq Partner — Selected as a Nasdaq PURPOSE partner and grant recipient to support diversity initiatives.
  • Nasdaq Foundation Funder — Foundation investor supporting Wall Street Bound
  • Old School Asset Management Partner — Partner organization supporting Wall Street Bound
  • PEAK6 Partner — Engages with Wall Street Bound through participation in educational content, such as interviews on financial literacy and career development.
  • Pillars of Wall Street Partner — Collaborates on financial modeling and valuation training.
  • Predictive Index Partner — Provides in-kind advisory services to Wall Street Bound
  • Robert W. Baird & Co. Partner — Partner organization supporting Wall Street Bound
  • Talent Optimizers Partner — Provides in-kind advisory services to Wall Street Bound
+ 3 more
strategies · 2

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Integrated Skills and Mentorship Pipeline
    methodology: skills_and_mentorship_pipeline
    By combining technical finance training, soft skills development, and mentorship from industry professionals, we prepare underrepresented youth for success in high-paying finance roles because this holistic approach builds both competence and confidence while directly addressing systemic barriers to entry and advancement.
  • Systemic Barrier Reduction through Support Ecosystems
    methodology: barrier_reduction_through_support_systems
    By providing underrepresented youth with skills, mentorship, career coaching, and peer networks, we increase their entry and persistence in finance careers because these supports collectively mitigate structural inequities and reduce isolation in high-barrier industries.