2014
Founded by ex-J.P. Morgan analysts
Dheeraj Vaidya, CFA, FRM, and Shweta Pant Vaidya start WallStreetMojo as a practical finance education platform focused on real workflows.
Our Story
We have trained 500,000 learners. The next 500,000 will train differently.
WallStreetMojo was built by practitioners who wanted better finance training than what existed. A decade later, we serve professionals globally through practical articles, templates, certifications, and AI-ready finance workflows.
500K+
Students Trained
125K+
YouTube Community
10K+
Finance Articles
50+
Countries Served
Origin Story
From a frustrated analyst's blog to a global training platform.
Twelve years of building. One thesis: finance professionals deserve better training than theory-only courses and disconnected examples.
2017
Free courses and YouTube learning expand
The learning library grows as students look for clearer explanations of investment banking, valuation, Excel, accounting, and corporate finance.
2020
500,000 students and flagship certifications
WallStreetMojo expands from articles into structured training programs for financial modeling, valuation, investment banking, and interview preparation.
2023
10,000 articles and a 125K+ YouTube community
The resource library becomes one of the largest finance education libraries on the web, supported by a growing video community.
2025
The AI pivot begins
Financial modeling and AI workflows become central to the curriculum, with practical case studies and audit-led AI usage.
2026
The AI Finance Vault and the new WSM
The next chapter brings AI-ready templates, prompts, weekly updates, and a roadmap for integrating AI into modern finance workflows.
The New Chapter
Why we rebuilt everything for the AI era.
Analysts are already using AI. The real question is whether they know how to audit it, challenge it, and turn it into reliable finance work.
That is why WallStreetMojo is building AI-native finance training: prompts, templates, models, and courses taught with the same practitioner rigor as our original finance curriculum.
Read about the AI VaultThe WSM AI Thesis
- AI does not replace analysts.It amplifies analysts who know what to audit.
- Depth plus speed beats either alone.Our finance library is the depth. AI is the speed.
- Operators teach, not influencers.Finance workflows need practitioner judgment, not shortcuts.
Meet the Founders
The team behind WallStreetMojo
Co-Founder & Course Director
Dheeraj Vaidya, CFA, FRM
Former J.P. Morgan and CLSA equity analyst, IIT Delhi and IIM Lucknow alumnus, and the lead instructor behind WallStreetMojo's finance, valuation, and AI-enabled modeling curriculum.
CFA
FRM
Financial Modeling
Valuation
Co-Founder & CEO
Shweta Pant Vaidya
Leads business strategy, partnerships, marketing, hiring, and operating systems that helped WallStreetMojo scale its learning resources across countries and learner segments.
Strategy
Growth
Partnerships
Team Building
How We Earn Your Trust
The standard we hold ourselves to.
Every article, model, and AI workflow is designed to be practical, reviewable, and grounded in real finance work.
Reviewed by Practitioners
Content is reviewed by experienced finance professionals so examples stay useful, accurate, and connected to practice.
AI Audit Mindset
AI workflows are taught with checks, prompts, and review steps so learners understand what to trust and what to challenge.
Real Cases, Real Models
Courses and templates focus on practical cases, financial models, and workflows analysts actually need.
What We Teach
Industry-focused finance certifications
Ready to be part of the next chapter?
500,000+ learners already train with WSM. Join the community shaping how finance gets taught next.