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UPstream Advisory Group Logo
UPstream Advisory Group CB Rank
2467484
Heat Score
42
UPstream Advisory Group offers employee benefits, financial planning, life insurance, and investment management.
Founded
obfuscation
Private Garner, North Carolina, United States1-10 www.upstreamadvisorygroup.com
Employee Benefits
Financial Services
Insurance
Life Science
Overview

UPstream Advisory Group
Heat Score
42

Growth Score
pts
in past quarter
Heat Score 42
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About UPstream Advisory Group

CB Rank
2467484
UPstream Advisory Group offers employee benefits, financial planning, life insurance, and investment management.
Founded
obfuscation
Private Garner, North Carolina, United States1-10 www.upstreamadvisorygroup.com
Employee Benefits
Financial Services
Insurance
Life Science

Details

Operating Status Active
Company Type For Profit
Phone Number 1 (919) 659-8743
Contact Email info@upstreamadvisory.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Employee Benefits Management
Service to help companies start and manage employee benefits programs including group health insurance.
Financial Planning
A process to evaluate an individual's entire financial situation to help reach financial goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News

News and Press

News•Sep 19, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

687

IT Spend

$151.5KThis year, UPstream Advisory Group is projected to spend $151.5K on IT, according to Aberdeen.

Active Website Tech Count

6UPstream Advisory Group is actively using 6 technologies for its website, according to BuiltWith. These include SSL by Default, Cloudflare CDN, and  Cloudflare.
Sub-Organizations
Frequently Asked Questions

Where is UPstream Advisory Group's headquarters? UPstream Advisory Group is located in Garner, North Carolina, United States.Who are UPstream Advisory Group's competitors? Alternatives and possible competitors to UPstream Advisory Group may include RPg Investment Advisory, Cobecon, and  Midwest Financial Network.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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