UPSTREAM Investment Partners
Financial Services • 
United States • 51-100 Employees
Company overview
| Headquarters | United States |
| Phone number | +15122772020 |
| Websites | |
| NAICS | 52 |
| SIC | 621 |
| Founded | 2010 |
| Employees | 51-100 |
| Socials |
Key Contacts at UPSTREAM Investment Partners
Catherine Quinn Gray
Director, Client Relations
Avery Gutierrez
Director Of Client Services
Peggy Kruger-Head
Director Of Client Services
Tammy L. Swann
Branch Director
Rod Chisholm
Branch Director - Vice President
Rick Steigerwald
Branch Director, Vp; Private Wealth Manger
Rod Chisholm
Branch Director/Vice President
Catherine Q. Gray
Director Of Financial Services
Leesa Lamb
Director Of Client Relations
Roderick Chisholm
Branch Director
UPSTREAM Investment Partners Email Formats
UPSTREAM Investment Partners uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 48.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 48.2% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 24.1% |
{first name}@company.com | john@company.com | 12.4% |
{last name}.{first name}@company.com | doe.john@company.com | 8.9% |
{first name}{last name}@company.com | johndoe@company.com | 6.4% |
About UPSTREAM Investment Partners
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.
UPSTREAM Investment Partners revenue & valuation
| Annual revenue | $5,600,000 |
| Revenue per employee | $77,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $18,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
UPSTREAM Investment Partners has 44 employees across 5 departments.
Departments
Number of employees
Funding Data
UPSTREAM Investment Partners has never raised funding before.
UPSTREAM Investment Partners Tech Stack
Discover the technologies and tools that power UPSTREAM Investment Partners's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Security
JavaScript libraries
Miscellaneous
Analytics
Singapore
Germany
United Kingdom
China
Frequently asked questions
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