INSTREAM

instream-logo

Designed by an advisor, inStream is an innovative cloud-based wealth management platform that is quickly revolutionizing the way advisors deliver advice and redefining how they manage their practice. inStreamโ€™s fully integrated platform provides advisors with robust financial planning capabilities, advanced wealth management calculators, proactive, tailored client alerts, and a robust suite of practice management solutions, including account aggregation and mind mapping tools.

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INSTREAM

Social Links:

Industry:
Cloud Management Finance Financial Services Wealth Management

Founded:
2008-01-01

Address:
Alexandria, Virginia, United States

Country:
United States

Website Url:
http://www.instreamwealth.com

Total Employee:
11+

Status:
Active

Contact:
(800) 444-1115

Email Addresses:
[email protected]

Technology used in webpage:
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Current Advisors List

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John Scott Wotowicz Chairman @ inStream
Board_member

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Peter L. Corsell Member of the Board of Directors @ inStream
Board_member

Current Employees Featured

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Wade Pfau
Wade Pfau Chief Planning Strategist @ inStream
Chief Planning Strategist

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Paul Magis
Paul Magis Chief Executive Officer @ inStream
Chief Executive Officer
2017-04-01

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Paul Magis
Paul Magis Chief Operating Officer & CTO @ inStream
Chief Operating Officer & CTO
2015-01-01

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Alex Murguia
Alex Murguia Founder @ inStream
Founder

Founder


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Alex Murguia

Official Site Inspections

http://www.instreamwealth.com Semrush global rank: 5.73 M Semrush visits lastest month: 1.46 K

  • Host name: 146.126.225.35.bc.googleusercontent.com
  • IP address: 35.225.126.146
  • Location: United States
  • Latitude: 38.6583
  • Longitude: -77.2481
  • Timezone: America/New_York

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