inStream Solutions is a technology company that offers a cloud-based software-as-a-service (SaaS) platform for financial advisors, RIAs, and wealth management firms. Founded by financial advisors, the company's mission is to provide an integrated and intuitive system that streamlines goal-based financial planning, practice management, compliance, and client engagement. The platform is designed to help advisors enhance their efficiency, deepen client relationships, and grow their practice through a suite of tools for analysis, reporting, and workflow automation.

Founded in

United States