Insights

Open Architecture Model Upstream Investment Partners emphasizes its independent and open architecture platform, making it an attractive partner or service provider for financial advisors seeking conflict-free investment options and flexible technology solutions.

Strong Financial Position With revenues estimated between 100 million to 250 million dollars, the company demonstrates solid financial stability, which supports ongoing growth and investment opportunities in technology and client service improvements.

Tech-Enabled Operations Utilizing advanced technology such as Amazon S3, Cloudflare, and Google Analytics indicates a focus on secure, reliable, and data-driven operations, presenting opportunities to offer innovative tech solutions to enhance these capabilities.

Targeted Growth Market As a nationwide company with a relatively small team of 51-200 employees, Upstream Investment Partners is positioned to expand its footprint through strategic partnerships and technology upgrades, especially within the financial services sector.

Industry Positioning Competing with larger firms like LaSalle and PGIM, Upstream Investment Partners can leverage its independent and conflict-free platform to attract financial advisors and clients looking for transparent and client-centric investment management services.

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UPSTREAM Investment Partners, LLC Tech Stack

UPSTREAM Investment Partners, LLC uses 8 technology products and services including Amazon S3, Open Graph, Cloudflare, and more. Explore UPSTREAM Investment Partners, LLC's tech stack below.

Amazon S3
Content Delivery Network
Open Graph
Content Management System
Cloudflare
Content Management System
Site24x7
Real User Monitoring
HSTS
Security
Cloudflare Bot Management
Security
Google Tag Manager
Tag Management
Google Analytics
Web Analytics

Media & News

UPSTREAM Investment Partners, LLC's Email Address Formats

UPSTREAM Investment Partners, LLC uses at least 2 format(s):

UPSTREAM Investment Partners, LLC Email Formats	Example	Percentage
FLast@upstreamip.com	JDoe@upstreamip.com	81%
First.Last@upstreamip.com	John.Doe@upstreamip.com	9%
Last@upstreamip.com	Doe@upstreamip.com	4%
FirstL@upstreamip.com	JohnD@upstreamip.com	4%
FMLast@upstreamip.com	JMDoe@upstreamip.com	1%
First@upstreamip.com	John@upstreamip.com	1%

Frequently Asked Questions

Where is UPSTREAM Investment Partners, LLC's headquarters located?

UPSTREAM Investment Partners, LLC's main headquarters is located at United States. The company has employees across 3 continents, including North AmericaAfricaEurope.

What is UPSTREAM Investment Partners, LLC's phone number?

You can contact UPSTREAM Investment Partners, LLC's main corporate office by phone at

+1-877-255-****

. 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 Investment Partners, LLC's official website and social media links?

UPSTREAM Investment Partners, LLC's official website is joinupstreamip.com and has social profiles on LinkedIn.

What is UPSTREAM Investment Partners, LLC's NAICS code?

UPSTREAM Investment Partners, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does UPSTREAM Investment Partners, LLC have currently?

As of February 2026, UPSTREAM Investment Partners, LLC has approximately 66 employees across 3 continents, including North AmericaAfricaEurope. Key team members include Vice President Investments: B. S.Vice President Of Investments: G. J.Vice President Of Investments: D. R.. Explore UPSTREAM Investment Partners, LLC's employee directory with LeadIQ.

What industry does UPSTREAM Investment Partners, LLC belong to?

UPSTREAM Investment Partners, LLC operates in the Financial Services industry.

What technology does UPSTREAM Investment Partners, LLC use?

UPSTREAM Investment Partners, LLC's tech stack includes Amazon S3Open GraphCloudflareSite24x7HSTSCloudflare Bot ManagementGoogle Tag ManagerGoogle Analytics.

What is UPSTREAM Investment Partners, LLC's email format?

UPSTREAM Investment Partners, LLC's email format typically follows the pattern of FLast@upstreamip.com. Find more UPSTREAM Investment Partners, LLC email formats with LeadIQ.

When was UPSTREAM Investment Partners, LLC founded?

UPSTREAM Investment Partners, LLC was founded in 2010.

UPSTREAM Investment Partners, LLC

Q: What technology does UPSTREAM Investment Partners, LLC use?

UPSTREAM Investment Partners, LLC's tech stack includes jsDelivr, Site24x7, Amazon Web Services, Cloudflare CDN, HSTS.

Financial ServicesUnited States51-200 Employees

Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of  platforms and products without proprietary situations.  With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform, free from any conflicts of interest.  Our select group of financial advisors  make decisions in the best interest of their clients without corporate pressure.