About inStream Solutions
inStream Solutions is a company based in Alexandria (United States) founded in 2009. inStream Solutions has raised $1.31 million across 2 funding rounds. inStream Solutions offers products and services including Dashboard, Automated Alerts, and Wealth Management Calculators. inStream Solutions operates in a competitive market with competitors including Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
- Headquarter Alexandria, United States
- SectorsTechnology
- Website instreamwealth.com
- Social LinkedIn X
- Legal Name Instream Solutions, Llc
- Annual Revenue$1.42 M (USD)0as on Dec 31, 2015
- Total Equity Funding$1.31M (USD)
in 2 rounds
- Latest Funding Round$418.1K (USD), Seed
Apr 2012
Products & Services of inStream Solutions
inStream Solutions offers a comprehensive portfolio of products and services, including Dashboard, Automated Alerts, and Wealth Management Calculators.
Summary review tool for clients’ financial planning needs.
Proactive alerts for clients’ planning and trust building.
Integrated calculators for updating account values and trends.
Funding Insights of inStream Solutions
inStream Solutions has successfully raised a total of $1.31M across 2 strategic funding rounds. The most recent funding activity was a Seed round of $418.1 thousand completed in April 2012. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $1.31M
- Total Rounds 2
- Last Round Seed — $418,100
- First Round $893,690
(Dec 2010)
All 2 funding rounds of inStream Solutions with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2012 | $418,100 | Seed | – | – | – |
| Dec 2010 | $893,690 | Seed | – | – | – |
People of inStream Solutions
7 people are tracked at inStream Solutions (2 in leadership, 4 in board & advisors, 1 in team).
| Name | Role | Group |
|---|---|---|
Bryan Lee | Chief Business Officer | Leadership |
Ravini Misersky | Director Of Client Relationships | Leadership |
Evan L. Russo | Chairman | Board & advisors |
Max Farahani | Board Member | Board & advisors |
Ryan Fickel | Board Member | Board & advisors |
Peter L. Corsell | Board Member | Board & advisors |
Gene Foxwell | Lead UX Developer | Team |
Complete people profiles for inStream Solutions
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of inStream Solutions
3 dated milestones of inStream Solutions across 3 years, from founding to its latest funding, stage changes and deals.
- Founded inStream Solutions is founded.
- Funding First funding round of $894K.
- Funding Latest funding round, Seed, of $418K.
Competitors of inStream Solutions
inStream Solutions operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| geowealth.com | 2010 | Chicago, United States | $75M | – | Integrated wealth management solutions are offered for advisors and institutions. | |
| nucleusfinancial.com | 2006 | Edinburgh, United Kingdom | – | 761 | Portfolio management solutions are offered to financial advisors. | |
| xalts.io | 2022 | Hong Kong, China | $6M | – | Wealth management solutions are delivered via an online platform. | |
| snaptrade.com | 2014 | Fredericton, Canada | $7M | – | Provider of API enabling brokerage account connectivity for data and trading | |
| fintso.com | 2019 | Mumbai, India | $5.77M | 37 | Digital wealth tools are provided to empower financial advisors. | |
| netwealth.com.au | 1999 | Melbourne, Australia | – | – | Portfolio management tools are offered to financial advisors. | |
| qplix.com | 2012 | Munich, Germany | $26.35M | 51 | Wealth management software for asset managers | |
| smartxadvisory.com | 2010 | West Palm Beach, United States | $39.74M | – | Performance monitoring and account valuation solution | |
| caisgroup.com | 2009 | New York, United States | $734M | – | Financial planning and advisory solutions are offered to wealth managers. |
Detailed competitors of inStream Solutions
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of inStream Solutions
The website of inStream Solutions (instreamwealth.com) receives about 2.9K visits a month.
- Monthly visits2.9K
▲ 44.5% vs previous month
Websites whose visitors overlap most with inStream Solutions. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
riabiz.com | riabiz.com | 100% | – | #726,836 | – |
fppad.com | fppad.com | 93% | – | #9,207,082 | – |
instream.zendesk.com | instream.zendesk.com | 88% | – | – | – |
| wealthbox.com | 88% | 136.6K | #353,668 | View details | |
| blueleaf.com | 86% | 25.8K | #794,956 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 20 similar websites and full traffic analytics for inStream Solutions
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 20 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Similar companies to inStream Solutions
10 companies that operate in the same segment as inStream Solutions (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about inStream Solutions
inStream Solutions was founded in 2009 and raised its 1st funding round 1 year after it was founded.
inStream Solutions is headquartered in Alexandria, United States.
inStream Solutions is a funded company, having raised a total of $1.31M across 2 funding rounds to date. The company's 1st funding round was a Seed of $893.69K, raised on Dec 2010.
Annual revenue of inStream Solutions is $1.42M as on Dec 31, 2015.
InStream Solutions was founded in 2009 and is based in Alexandria, United States. Financial planning software is provided for wealth advisors, featuring dashboard overviews, automated alerts, goals-based planning, safe savings rates, and tools for generational planning including Gen X and Y. Client discovery is facilitated through mind maps, alongside business intelligence and trend analysis. Support is extended via best practices archives, knowledge bases, and the InStream Academy portal.
inStream Solutions's top competitors include Altruist, Nucleus Financial and QPLIX.
inStream Solutions offers Dashboard, Automated Alerts, and Wealth Management Calculators.
inStream Solutions operates through Instream Solutions, Llc.