Upstream Investment Partners
Finance · Texas, United States · 51-200 Employees
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Overview
Headquarters
1100 NE Loop 410 Ste 300, San Antonio, T...Phone Number
(210) 209-9944Website
www.upstreamip.comRevenue
$58.1 MillionIndustry
ZI Rank: 2
Signal Type
Feb
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ZI Rank
2
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2
About Upstream Investment Partners
Upstream Investment Partners operates as a privately held firm delivering comprehensive financial advisory services through an independent platform architecture. The company has built its practice around three core competencies: retirement planning, tax management, and investment planning, complemented by specialized employee and executive benefits consulting. This multifaceted approach enables clients to address interconnected financial objectives within a single, coordinated framework rather than managing disparate advisory relationships. The firm's platform-based structure reflects a deliberate commitment to operational independence, allowing advisors to prioritize client interests without the constraints often imposed by larger institutional structures. This architectural approach facilitates personalized service delivery while maintaining the sophisticated infrastructure necessary to serve complex financial situations. The company's focus on tax management and retirement planningRead more
Upstream Investment Partners Org Chart
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Activity Insights
Upstream Investment Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Upstream Investment Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Upstream Investment Partners.
Upstream Investment Partners financials insights
Gather financial insights about Upstream Investment Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Upstream Investment Partners Tech Stack
A closer look at the technologies used by Upstream Investment Partners
Most Recent Scoops
Facilities Relocation / Expansion
Upstream Investment Partners is planning to move offices in October 2025. The move will impact approximately 5 employees at the existing office located at 8834 N Capital Of Tx Hwy, Suite #100, Austin, TX.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Upstream Investment Partners is planning to move offices in September 2025. The move will impact approximately 8 employees at the existing office located at 10375 Park Meadows Dr, Suite #220, Lone Tree, CO.
Facilities Relocation/Expansion
Project
A high-level source has indicated that the organization's largest upcoming technology based initiative will focus on deploying the chosen electronic signature package.
Implementation, eDiscovery
Project
A high-level source has indicated that the organization hopes to reduce spending towards travel by increasing online meetings over the next three to six months.
Spending/Investment, Collaboration/Web Apps
Project
Spending/Investment, Financial Planning, Demand Generation
Upstream Investment Partners News & Media
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Upstream Investment Partners operates as a privately held firm delivering comprehensive financial advisory services through an independent platform architecture. The company has built its practice around three core competencies: retirement planning, tax management, and investment planning, complemented by specialized employee and executive benefits... Read More
