inStream

InStream is an innovative, cloud-based financial planning and wealth management platform. The job it does: running websites, apps and data on servers you do not have to maintain.

It makes the most sense for developers and businesses of every size. Related areas on their profile: Cloud Management, Finance, Financial Services and Wealth Management. They are a small team, 11 to 50 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

inStream is based in Alexandria, Virginia and founded in 2008. You can read more at instreamwealth.com.

Our checklist for this category: pricing predictability, support quality, and migration help. A short pilot with your real data tells you more than any demo.

The facts above come from public company records. The score will come from people like you. Used inStream? Rate it.