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    Instream Solutions

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    Description

    • inStream Solutions is the industrys 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.
    • location

      Headquarters:621 Wythe Street , Alexandria, Virginia, United States

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    • Instream Solutions phone

      Phone Number:

    • Instream Solutions website

      Website: https://www.instreamwealth.com

    • Instream Solutions employees

      Employees:9

    • Instream Solutions revenue

      Revenue:$1 - 10M

    • Instream Solutions legal name

      Legal Name:Instream Solutions

    • Instream Solutions's Social Media

      Instream Solutions linkedin Instream Solutions twitter
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    CEO for Instream Solutions

    Paul Magis

    Chief Executive Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Max Farahani

    Cheif Financial Office | Board Member

    Evan Russo

    Board Member

    Bryan Lee

    Director Of Sales And Marketing

    Frequently Asked Questions regarding Instream Solutions

    • Where are Instream Solutions's Headquarters?

      Instream Solutions's Headquarters are in 621 Wythe Street ,Alexandria,Virginia,United States

    • What is Instream Solutions's official website?

      Instream Solutions's official website is https://www.instreamwealth.com

    • What is Instream Solutions's Revenue?

      Instream Solutions's revenue is $1 - 10M

    • What is Instream Solutions's NAICS code?

      Instream Solutions's NAICS code is 523110

    • How many employees are working in Instream Solutions

      Instream Solutions has 9 employees

    • What is Instream Solutions's Industry?

      Instream Solutions is in the industry of Financial Services

    • Who is Instream Solutions's CEO?

      Instream Solutions's CEO is Paul Magis

    • Who is Instream Solutions's Cheif Financial Office | Board Member?

      Instream Solutions's Cheif Financial Office | Board Member is Max Farahani

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