Insights

Niche Market Focus UPstream Benefits specializes in providing personalized employee benefits solutions primarily to small to mid-sized businesses in North Carolina, presenting an opportunity to expand their regional reach and serve a broader client base within similar market segments.

Service Expertise With a strong emphasis on education and customized financial guidance, UPstream presents a unique value proposition for clients seeking consultative benefits management, indicating potential for cross-selling additional financial planning and benefits advisory services.

Technology Utilization Using tools like Google Workspace and GoDaddy, UPstream Benefits demonstrates a modern approach to digital operations, suggesting that integrating advanced HR tech solutions or benefits management platforms could further enhance their service offering.

Growth Potential Currently generating between $10M and $25M in revenue with a small team, there is significant scope for growth by leveraging partnership opportunities, marketing to similar companies, or expanding service offerings to increase market share.

Competitive Landscape Positioned alongside large industry players with extensive resources, UPstream can differentiate through its personalized service, local expertise, and strong ethical values, appealing to clients valuing integrity and customized support in benefits planning.

UPstream Benefits Tech Stack

UPstream Benefits uses 2 technology products and services including Google Workspace, GoDaddy, and more. Explore UPstream Benefits's tech stack below.

  • Google Workspace
    Email
  • GoDaddy
    Web Hosting

Media & News

UPstream Benefits's Email Address Formats

UPstream Benefits uses at least 1 format(s):
UPstream Benefits Email FormatsExamplePercentage
FLast@upstreambenefits.comJDoe@upstreambenefits.com
100%

Frequently Asked Questions

Where is UPstream Benefits's headquarters located?

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UPstream Benefits's main headquarters is located at 938 Vandora Springs Road Garner, North Carolina 27529 United States. The company has employees across 1 continents, including North America.

What is UPstream Benefits's phone number?

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You can contact UPstream Benefits's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is UPstream Benefits's official website and social media links?

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UPstream Benefits's official website is upstreambenefits.com and has social profiles on LinkedIn.

What is UPstream Benefits's NAICS code?

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UPstream Benefits's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does UPstream Benefits have currently?

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As of May 2026, UPstream Benefits has approximately 5 employees across 1 continents, including North America. Key team members include President | Small Business Advisor: B. R.Account Manager | Nc Life & Health Insurance Agent: D. P.Small Business Advisor: T. V.. Explore UPstream Benefits's employee directory with LeadIQ.

What industry does UPstream Benefits belong to?

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UPstream Benefits operates in the Insurance industry.

What technology does UPstream Benefits use?

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UPstream Benefits's tech stack includes Google WorkspaceGoDaddy.

What is UPstream Benefits's email format?

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UPstream Benefits's email format typically follows the pattern of FLast@upstreambenefits.com. Find more UPstream Benefits email formats with LeadIQ.

When was UPstream Benefits founded?

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UPstream Benefits was founded in 2012.

UPstream Benefits

InsuranceNorth Carolina, United States2-10 Employees

UPstream is located near Raleigh, North Carolina. We help companies start and manage employee benefits and help families and business owners make better decisions about their money.

Our Mission
To be good stewards of all that is entrusted to us.

What We Do
We help companies start and manage employee benefits and help families and business owners make better decisions about their money. We accomplish all this by being benefit experts from group health to telemedicine insurance and having a deep financial planning background to help your goals become a reality.

Who We Are
We are educators to our clients, equipping them with the knowledge and tools they need to make the best choices. We are forward thinkers who offer a fresh perspective to help our customers achieve their vision. We are passionate advisors who establish relationships with our clients by displaying honesty and integrity. We are Christians who treat others like we want to be treated and who respect all clients big and small.

Where We Are Located
Our office is right outside of Raleigh in Garner, NC. We serve mainly NC businesses and individuals, however we do have some clients in other surrounding states.

Section iconCompany Overview

Headquarters
938 Vandora Springs Road Garner, North Carolina 27529 United States
Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2012
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    UPstream Benefits's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    UPstream Benefits's revenue is estimated to be in the range of $10M$25M

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