At LeapFrog Conex, we’re redefining what it means to be ready for the future of finance
320+
320+
320+
Courses
100+
100+
100+
Instructors
90%
90%
90%
Satisfaction Rate
95%
95%
95%
Certified
What We Do
We help RIA firms and financial services teams upskill with confidence in an era of rapid technological change—where AI, cybersecurity, automation, and client expectations are transforming the way firms operate.
Our mission is simple: To equip advisory, operations, and compliance teams with the skills, tools, and confidence to thrive in a tech-driven industry.
Wealth and Asset Management
Wealth and Asset Management
Wealth and Asset Management
RIA firms looking to future-proof their workforce
Financial services companies
Financial services companies
Financial services companies
Financial services companies undergoing digital transformation
Mid and Back Offices
Mid and Back Offices
Mid and Back Offices
Enterprise L&D and compliance teams needing smarter, scalable training
Consulting and Advisory
Consulting and Advisory
Consulting and Advisory
Advisory teams ready to embrace tech—not fear it
Why We Exist
Registered Investment Advisors (RIAs) are at a crossroads.
AI is reshaping advisory workflows. Cybersecurity threats are on the rise. New regulations are emerging fast. And yet—most firms have little to no internal training infrastructure to prepare their teams for what’s next. That’s where we come in.
Our Vision
We believe the most impactful innovation isn’t just in algorithms—it’s in people.
LeapFrog Conex is built to ensure that the professionals behind every portfolio, every compliance report, and every client interaction are equipped to lead—not lag—in the new financial era.
Join us as we prepare the minds behind the money for what’s next.
Your team doesn’t need to become coders—they need to know how AI will change your client experience, your compliance obligations, and your operational efficiency
If you’ve adopted AI or use client data tools, the SEC may ask how your staff is trained to use them responsibly. We help you get ahead of that curve.
CEO & Founder
Latest Courses
Upskilling isn’t just about today—it’s about building a modern, competitive team that can serve tomorrow’s clients
Why Choose Us
LeapFrog Conex delivers personalized, real-world learning experiences through a powerful AI-driven platform that adapts to each learner’s pace, goals, and role.
Hands-on labs
Hands-on labs
Hands-on labs
Hands-on labs in AI literacy, cyber hygiene, and data ethics
Specialized learning
Specialized learning
Specialized learning
Specialized learning tracks for advisors, ops, compliance, and back-office teams
Adaptive Pathways
Adaptive Pathways
Adaptive Pathways
Adaptive pathways with AI powered chatbot support. Progress dashboards and team insights
Gamified and Collaborative Learning
Gamified and Collaborative Learning
Gamified and Collaborative Learning
Gamified learning environment to drive engagement and completion
Free Consultation
Latest News & Article's
is to be welcomed and every pain avoided.
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Contact Us
Have a question or want to explore how LeapFrog Conex can support your team? Get in touch—we’d love to hear from you.
Georgia, USA
What Our Clients Says
LeapFrog Conex has changed the way we approach upskilling across the firm. Their adaptive platform made it easy for our ops and client service teams to build cyber awareness without disrupting their workday. The dashboard insights gave us real visibility into team progress—and the gamified experience kept engagement surprisingly high.”
We were overwhelmed by all the AI buzz and had no idea how to train our team. LeapFrog Conex delivered exactly what we needed—clear, personalized learning that helped our advisors and compliance staff understand how AI applies to our workflows. The simulations and real-world examples made the difference. It’s become part of our ongoing learning culture.
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Elia Demis
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Tony Flower
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