Your Goals. Our Help.

UPstream is located near Raleigh, North Carolina.

We help companies start and manage employee benefits and

help families and business owners make better decisions about their money.

Employee Benefits

Financial 
Planning

Risk 
Management 

Investment Management
We help companies start and manage all aspects of employee benefits, from group health to telemedecine. We listen to your hopes and dreams and help you implement the plan that will make them a reality. We help you understand where your financial risks are and provide options to better mange them. We educate you on your options and advise smart decisions so that your money works as hard as you do.