Insights

Open architecture Positioned as a privately owned, conflict-free investment platform with open architecture, Upstream Investment Partners may appeal to advisors seeking independent solutions and scalable technology partnerships to enhance portfolio offerings and client trust.

Financial stability With revenues between 100M and 250M and a focus on being financially sound, there is a sales opportunity to offer complementary financial services, custodial enhancements, or technology tools that align with a stable, low-conflict environment.

Advisor autonomy Emphasize solutions that support advisor decision-making free from corporate pressure, such as concierge technology, reporting automation, and compliant RIA workflows to attract multi-advisor firms seeking scalable independence.

Technology stack Leverage or complement current tech usage (AWS, Datadog, Site24x7, analytics, and monitoring) with security, performance optimization, and data integration offerings that enhance platform reliability and client data insights.

Growth potential Target growth by aligning with mid- to large-cap asset management peers in the listed competitive landscape, offering tailored platform enhancements, client experience tools, and competitive analytics to support scaling and market expansion.

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UPSTREAM Investment Partners, LLC Tech Stack

UPSTREAM Investment Partners, LLC uses 8 technology products and services including Amazon Web Services, Open Graph, Microsoft Excel, and more. Explore UPSTREAM Investment Partners, LLC's tech stack below.

Amazon Web Services
Cloud Hosting
Open Graph
Content Management System
Microsoft Excel
Editors
Google Fonts API
Font Scripts
Datadog
Real User Monitoring
Site24x7
Real User Monitoring
HSTS
Security
Google Analytics
Web Analytics

UPSTREAM Investment Partners, LLC's Email Address Formats

UPSTREAM Investment Partners, LLC uses at least 4 email formats:

UPSTREAM Investment Partners, LLC Email Formats	Example	Percentage
FLast@upstreamip.com	JDoe@upstreamip.com	83%
First.Last@upstreamip.com	John.Doe@upstreamip.com	8%
Last@upstreamip.com	Doe@upstreamip.com	5%
FirstL@upstreamip.com	JohnD@upstreamip.com	4%

Frequently Asked Questions

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.

How much revenue does UPSTREAM Investment Partners, LLC generate?

As of September 2026, UPSTREAM Investment Partners, LLC's annual revenue is estimated to be $100M - $250M.

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 September 2026, UPSTREAM Investment Partners, LLC has approximately 70 employees across 3 continents, including North America, Africa and Europe. Key team members include Vice President Of Investments: D. R., Vice President Investments, Financial Advisor: S. S. and Vice President Of Investments: T. G. 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 Web Services, Open Graph, Microsoft Excel, Google Fonts API, Datadog, Site24x7, HSTS and Google 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 Microsoft Word, Cloudflare, Google Analytics, ScrollReveal, Cloudflare CDN.

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

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

Financial ServicesUnited States51-200 Employees

UPSTREAM Investment Partners, LLC is a privately held financial services firm with nationwide reach in the United States. It aims to provide an independent environment characterized by an open architecture of platforms and products, avoiding proprietary constraints.

The company emphasizes conflict-free operations and financial stability, seeking to minimize corporate pressure on advisor decisions. It relies on a select group of financial advisors who are expected to act in their clients' best interests, without corporate pressure. Within the financial services sector, it positions itself as a midsize nationwide organization.