Dan Daum
Dan Daum
Dan Daum
Dan Daum
CEO & Co-Founder
CEO & Co-Founder


WHY WEALTHSTREAM
"Great advice should not depend on who a client happens to get."
"Great advice should not depend on who a client happens to get."
"Great advice should not depend on who a client happens to get."
BACKSTORY
Dan Daum is Founder and CEO of WealthStream. He is a fintech go-to-market leader with deep experience selling and scaling enterprise platforms in investment and wealth management. Previously, Dan spent 10 years at Charles River Development, rising to SVP and Global Head of Sales, where he led the global sales organization, managed strategic partnerships, and drove commercialization initiatives. He began his career at Bloomberg LP on the portfolio analytics and risk sales team.
Dan Daum is Founder and CEO of WealthStream. He is a fintech go-to-market leader with deep experience selling and scaling enterprise platforms in investment and wealth management. Previously, Dan spent 10 years at Charles River Development, rising to SVP and Global Head of Sales, where he led the global sales organization, managed strategic partnerships, and drove commercialization initiatives. He began his career at Bloomberg LP on the portfolio analytics and risk sales team.
Dan Daum is Founder and CEO of WealthStream. He is a fintech go-to-market leader with deep experience selling and scaling enterprise platforms in investment and wealth management. Previously, Dan spent 10 years at Charles River Development, rising to SVP and Global Head of Sales, where he led the global sales organization, managed strategic partnerships, and drove commercialization initiatives. He began his career at Bloomberg LP on the portfolio analytics and risk sales team.
PREVIOUS EXPERIENCE
SVP, Global Head of Sales Charles River Development Bloomberg
SVP, Global Head of Sales Charles River Development Bloomberg
SVP, Global Head of Sales Charles River Development Bloomberg
our North star
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.
© 2026 WealthStream. All rights reserved.
© 2026 WealthStream. All rights reserved.
© 2026 WealthStream. All rights reserved.
© 2026 WealthStream. All rights reserved.
