Insights

The Wealthstream Advisors team was excited to learn that the firm has been named as a 2023 finalist for the University at Buffalo’s UB Fast 46 list for the third year in a row.

This competition honors University at Buffalo alumni who own or lead businesses, recognizing 46 (a nod to the institution’s founding in 1846) of the fastest-growing firms each year. 

Wealthstream Advisors President and founder Michael Goodman is a proud Buffalo alumnus.

According to the university’s official contest announcement, “eligible companies must have been in business since January 2019; have verifiable revenues of at least $100,000 or more in 2019 and 2020 and at least $250,000 in 2021; and the owner or leader must be a UB alum or former student.”

We extend our thanks to the State University of New York at Buffalo for this honor and look forward to seeing the full list of finalists unveiled at a September 14 event at UB’s Center for the Arts.

New York, March 22, 2022 – Wealthstream Advisors, Inc. (“Wealthstream”) an independent boutique wealth management firm announced today it has been recognized as a 2022 Best Places to Work for Financial Advisers by InvestmentNews.

Press Release – New York, March 2021 – Wealthstream Advisors, Inc. (“Wealthstream”) an independent boutique wealth management firm announced it has been recognized as a 2021 Best Places to Work for Financial Advisers by InvestmentNews.

Press Release:  From Wealthstream Advisors

Wealthstream Advisors, an independent boutique wealth management firm built on meaningful relationships with a select group of clients, announced today it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.