Dan Daum

Dan Daum

Dan Daum

Dan Daum

CEO & Co-Founder

CEO & Co-Founder

Dan Daum WealthStream Company Page
Dan Daum WealthStream Company Page

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.