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.
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The inStream Solutions annual revenue was $5.6 million in 2026.
inStream Solutions is based in Washington, District of Columbia.
The NAICS codes for inStream Solutions are [52, 5231, 523110, 52311, 523].
The SIC codes for inStream Solutions are [62, 621].
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