The New Foundation for Wealth Management Advice

Designed by an advisor, inStream is an innovative cloud-based wealth management platform that is quickly revolutionizing the way advisors deliver advice and redefining how they manage their practice.

inStream’s fully integrated platform provides advisors with robust financial planning capabilities, advanced wealth management calculators, proactive, tailored client alerts, and a robust suite of practice management solutions, including account aggregation and mind mapping tools.

Through deep and direct integrations with leading custodians and best-in-class portfolio management & CRM systems, inStream empowers you to:

  • Proactively engage clients in current, frequent, & relevant client communications
  • Automate, simplify & streamline your client review processes
  • Dramatically increase scale and productivity
  • Deliver a more powerful wealth management experience

The inStream Team

People with ideas

Alex Murguia – CEO

Alex oversees inStream's quest to create solutions for advisors that leverage their collective wisdom. As a Principal of McLean Asset Management Corp., he became an educated consumer on financial software products and overall technology trends in the investment advisory space. This inspired him to bring together a team to build a platform that creates a very nuanced approach to handling an advisor's client servicing needs from a financial lifecycle management perspective. He hopes you'll like it because he would hate to be wrong.

As a principal of McLean Asset Management, he has been able to get a first hand view of the contextual relationship between investment management and financial planning disciplines.


John Scott WotowiczExecutive Chairman

John Scott Wotowicz is Managing Partner of Concentric Capital Partners, LLC. Before Concentric, Mr. Wotowicz was Vice President, Head of Global Business Development and member of the Global Management Committee of Dimensional Fund Advisors focusing on firm management as well as the development of new strategies, relationships and products. Prior to joining Dimensional, Mr. Wotowicz was a Managing Director at Morgan Stanley where he founded Europe’s leveraged finance industry and was ultimately responsible for oversight of the firm’s entire European investment banking business as a member of the European Investment Banking Operating Committee. Mr. Wotowicz was also one of the architects of Morgan Stanley’s global lending business and was a member of Morgan Stanley’s Global Credit Commitment Committee. Mr. Wotowicz graduated Duke University (1985) with a major in Public Policy Studies and was first a lobbyist, then an award-winning marketing representative for IBM in Washington, D.C. He graduated Columbia University School of Law (1990) as a Harlan Fiske Stone Scholar. Mr. Wotowicz currently sits on the boards of numerous not-for-profit institutions including New York’s New Museum of Contemporary Art where he is the Board Treasurer, Washington, D.C.-based NPR (National Public Radio), Inc., Marfa Texas-based contemporary arts foundation Ballroom Marfa, Austin Texas-based Texas Tribune and Marfa Public Radio. Mr. Wotowicz is an instrument-rated private pilot, a producer of numerous West End (London) theater productions and a member of the Association of the Bar of the State of New York.


Peter L. CorsellBoard Member

Peter L. Corsell is Chairman and founder of GridPoint. MIT’s Technology Review has recognized Mr. Corsell as one of the world’s top innovators under age 35 and the World Economic Forum named him a Young Global Leader in 2010.

Mr. Corsell founded GridPoint in 2003 and served as the company’s President and Chief Executive Officer until 2010.  GridPoint is an established cleantech leader, providing energy management solutions powered by big data analytics that enable enterprises, government agencies, and public utilities to maximize energy savings, operational efficiency, and sustainability benefits.

GridPoint has received various honors including designation as a 2008 Technology Pioneer by The World Economic Forum, inclusion in the 2009 Global Cleantech 100 by The Guardian, and the 2013 Leadership Award for Energy Management Solutions from Frost & Sullivan.  The company has also been featured in several books including Hot, Flat, and Crowded by Thomas Friedman, Perfect Power by Robert Galvin and Kurt Yeager, and Earth: The Sequel by Fred Krupp. 

Mr. Corsell was Chairman of the World Economic Forum’s Global Agenda Council on Sustainable Energy (2008-2009) and a founding member of the Electrification Coalition, a nonpartisan group advancing the widespread adoption of electric vehicles.  He is also a member of the Council on Foreign Relations, the Young Presidents’ Organization, and the Association of Former Intelligence Officers.  Mr. Corsell serves on the boards of inStream, a software platform for independent financial advisors, Clearpath, a software platform that simplifies the U.S. immigration process, and the Wolfsonian Museum in Miami Beach, Florida. 

Earlier in his career, Mr. Corsell served with the U.S. Department of State in Havana, Cuba and as a political analyst at the Central Intelligence Agency.  He holds a BSFS degree from the Edmund A. Walsh School of Foreign Service at Georgetown University.



People that put it into action

Bryan LeeCOO

Before joining inStream Solutions, Bryan was a Managing Director at McLean Asset Management Corporation. Bryan brings wealth risk management and operational knowledge to inStream. As Managing Director, Bryan worked across all departments with concentration in portfolio management, investment operations, business development, marketing, compliance, and general practice management. Using his experience and creative drive to create new tools, Bryan uses his domain knowledge to help define the product scope for design and development needs.


Bob FrenchDirector of Advisor Services

Prior to joining inStream Bob French spent the past 5 years at Dimensional Fund Advisors in their Financial Advisor Services group. While there he worked with Financial Advisors across the country to help them solve their investment and practice management issues. While at Dimensional he was also in charge of the Dimensional Returns© Program. In this role he helped advisors understand how to use returns data, and when not to use returns data, to solve business issues and educate clients. Bob is a CFA charter holder.


Brenan DanchikDirector of Operations

Brenan has been involved with the overall operations and business processes of inStream as well as developing and managing the vendor sales model. Brenan is specialized in management analysis across several industries by helping design, develop and evaluate multiple business process tools. Recently before joining inStream, Brenan was the co-founder of a national Project Management company and obtained his Project Management Professional accreditation from the Project Management Institute (PMI).


Leigh JedeikinDirector of Business Development

Leigh spent the past 5 years at Dimensional Fund Advisors in their Financial Advisor Services group, where he was responsible for business development, sales, and client service within the Southeastern US. Prior to joining Dimensional, Leigh served as a senior consultant for FactSet Research Systems, where he focused his efforts on the implementation of a vast array of technology solutions, in addition to client service and product marketing.

Leigh earned his MBA from the Eller College of Management at the University of Arizona, and a bachelor's degree in marketing from the University of San Diego.


Brian ReyesAssociate

While earning his Financial Planning degree from Texas Tech, Brian worked as a Planning Specialist for United Capital in Lubbock, Texas. Brian brings a strong understanding of financial planning and its principles to inStream. As a Planning Specialist, Brian helped create financial plans for advisors and was the support specialist for certain regions. He is our primary point of contact for customer support and integration setup. Using his background in financial planning, Brian will assist with the business process and product development of inStream.


Wade Pfau, Ph.D., CFAChief Financial Planning Scientist

Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income in the new Ph.D. program for Financial and Retirement Planning at The American College in Bryn Mawr, PA, and is the Chief Financial Planning Scientist for inStream Solutions. Wade is a recipient of Financial Planning magazine’s Influencer Awards; his research article on “safe savings rates” won the inaugural Journal of Financial Planning Montgomery-Warschauer Editor’s Award in 2011.  Wade works closely with inStream's Advisor Services team to develop new and innovative financial planning tools. Wade holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals.


Contact Us

Help & Support

You can sign up for inStream here, and if you have any questions, we're available at support@instreamwealth.com.

Having trouble? Please check out our help community at support.instreamwealth.com, and if you still have questions, we're available at support@instreamwealth.com

You can contact us at the inStream corporate headquarters at (800) 444-1115.
Extension 3 (*3) will direct you to our support staff.

Our fax number is (703) 348-8523.

The inStream Solutions, LLC corporate headquarters is located in downtown Old Town Alexandria, Virginia:

inStream Solutions, LLC
621 Wythe Street
Alexandria, VA 22314

Information for Vendors

If you are a vendor working in the financial services realm, you're gonna want to get in touch with us; we have some really exciting opportunities on the horizon. Be sure to check out our Information for Vendors page, or you can reach us here:

sales@instreamwealth.com

General Contact

Do you have a great idea that you'd like to see added to inStream? Send us an email, and we'll kick it around.

hello@instreamwealth.com

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