Insights

Independence & Trust Upstream Investment Partners prides itself on providing an open architecture investment platform free from proprietary conflicts, which may appeal to clients seeking transparent and unbiased financial advisory services.

Potential Market Size With an estimated revenue between 100 million and 250 million and a team of 51 to 200 employees, the company presents opportunities for scalable partnership and service expansion within the financial services sector.

Technological Infrastructure Utilizing robust technology such as Amazon S3, Cloudflare, and Google Analytics indicates a focus on reliable, secure, and data-driven operations, suggesting interest in enhancing digital engagement and cybersecurity solutions.

Competitive Positioning Compared to larger firms like Hines and PGIM Real Estate, Upstream Investment Partners offers a niche, independent platform, providing scope to target competitors’ clients who prioritize independence and conflict-free advice.

Client-Centric Focus The emphasis on advisers making decisions in clients' best interests, without corporate pressure, indicates a value proposition that aligns with clients seeking personalized and ethically guided financial planning.

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UPSTREAM Investment Partners, LLC Tech Stack

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

Cloudflare
Content Management System
Open Graph
Content Management System
Google Fonts API
Font Scripts
Microsoft Word
Office Suites
Microsoft Office
Office Suites
Site24x7
Real User Monitoring
Cloudflare Bot Management
Security
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	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

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 June 2026, UPSTREAM Investment Partners, LLC has approximately 69 employees across 3 continents, including North AmericaAfricaEurope. Key team members include Vice President Of Investments: D. R.Vice President Of Investments: J. M.Vice President Investments, Financial Advisor: S. S.. 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 CloudflareOpen GraphGoogle Fonts APIMicrosoft WordMicrosoft OfficeSite24x7Cloudflare Bot ManagementGoogle 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 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.