inStream Solutions is the industry’s first proactive financial planning software for advisors. Proactive planning needs to be smart, and smart financial advisors are both knowledgeable, and at the center of their clients’ financial lives. Build by an advisor, for advisors. Our application integrates financial advice and the coordination of subsequent financial services. We designed our software to put relevant information in the hands of our users to enable proliferation of knowledge and the coordination of services, and all of this in a proactive manner. Follow us on Twitter at @inStreamWealth.
View Top Employees from inStream Solutions| Website | http://www.instreamwealth.com |
| Revenue | $17 million |
| Employees | 6 (4 on RocketReach) |
| Founded | 2009 |
| Address | 1707 L St NW, Ste 1020, Washington, D.C, District of Columbia 20036, US |
| Phone | (703) 348-8523 |
| Technologies |
JavaScript,
HTML,
PHP
+41 more
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| Industry | Financial Software, Financial Services, Brokerage, Consumer Finance, Proactive Financial Planning, Finance, Finanical Planning Tools, Financial Advisor Tools, Financial Technology, Wealth Management Software, Goals Based Financial Planning, Retirement Planning Solutions |
| Web Rank | 808858 |
| Keywords | Monte Carlo Simulation Percentile, When To Use Log-Normal Distribution, Instream, Normal Vs Lognormal Es Vs Pe, Lognormal Distribution Vs Normal |
| Competitors | Advantzware, Combined Communication Solutions Pty Ltd, EV - Financial Solutions, Sigma Financial Corporation, StateTrust |
| SIC | SIC Code 62 Companies, SIC Code 621 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 523110 Companies, NAICS Code 52311 Companies, NAICS Code 5231 Companies, NAICS Code 52 Companies |
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inStream Solutions Questions
The inStream Solutions annual revenue was $17 million in 2023.
4 people are employed at inStream Solutions.
inStream Solutions is based in Washington, D.C, District of Columbia.
The NAICS codes for inStream Solutions are [523, 523110, 52311, 5231, 52].
The SIC codes for inStream Solutions are [62, 621].
Top inStream Solutions Employees
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