inStream Solutions:
A Provider of Financial Planning Software for Financial Advisors


Recently Released!!!
Date Published: July 19, 2016
Summary PPT Deck: 9 Slides

Reference PPT Deck: 31 Slides

inStream Solutions was founded by Alex Murguia in 2010 and is based in Alexandria, VA. It is led by its CEO John Wotowicz. Its web site can be found at

inStream Solutions' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Wealth One Phase
  • Capital Raising Phase
  • Recent Phase

Its profile includes the key statistics of the firm, including its number of offices, employees, clients, revenues, & net profits.

Its profile includes detailed outlines of its core services, including:

  • Service One
  • Service Two
And its profile concludes with the highlights of its organizational structure & ownership.
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