About Us
Building the system to make great advice scalable.
Building the system to make great advice scalable.
Our founding team has spent their careers inside the industry. They came together to build WealthStream, an Advice Intelligence platform that makes the judgment behind great advice consistent across every advisor.
Our founding team has spent their careers inside the industry. They came together to build WealthStream, an Advice Intelligence platform that makes the judgment behind great advice consistent across every advisor.
Our founding team has spent their careers inside the industry. They came together to build WealthStream, an Advice Intelligence platform that makes the judgment behind great advice consistent across every advisor.
From the founders
Better advisors.
Better outcomes.
Better advisors.
Better outcomes.
Better advisors.
Better outcomes.
Better advisors.
Better outcomes.
We started WealthStream because the quality of financial advice still depends too much on memory, tenure, and individual pattern recognition.
We started WealthStream because the quality of financial advice still depends too much on memory, tenure, and individual pattern recognition.
We started WealthStream because the quality of financial advice still depends too much on memory, tenure, and individual pattern recognition.
We started WealthStream because the quality of financial advice still depends too much on memory, tenure, and individual pattern recognition.
The goal is simple. Better advisors. Better outcomes. More consistent advice for the people who depend on it.
The goal is simple. Better advisors. Better outcomes. More consistent advice for the people who depend on it.
The goal is simple. Better advisors. Better outcomes. More consistent advice for the people who depend on it.
The Mission
01
Raise the floor
Raise the floor
Raise the floor
Raise the floor
Great advice starts with a stronger foundation.
Great advice starts with a stronger foundation.
02
Lift the ceiling
Lift the ceiling
Lift the ceiling
Lift the ceiling
Give advisors more time for judgment, nuance, and the human context that makes advice valuable.
Give advisors more time for judgment, nuance, and the human context that makes advice valuable.
Our Team
The builders shaping the future of wealth advice.
The builders shaping the future of wealth advice.
Leadership
Dan Daum
CEO & Co-Founder
Jeff Shortis
CPO & Co-Founder
Abe Elias
CTO & Co-Founder
Susan Madigan, CFA
Chief Customer Officer
our North star
Elevate the advisor.
Elevate the advisor.
Elevate the advisor.
Elevate the advisor.
Elevate the advisor.
Elevate the advisor.
Sharpen judgment, expand capacity, and raise the standard of advice.
Sharpen judgment, expand capacity, and raise the standard of advice.
Sharpen judgment, expand capacity, and raise the standard of advice.
Sharpen judgment, expand capacity, and raise the standard of advice.
Sharpen judgment, expand capacity, and raise the standard of advice.
© 2026 WealthStream. All rights reserved.
© 2026 WealthStream. All rights reserved.
© 2026 WealthStream. All rights reserved.
© 2026 WealthStream. All rights reserved.