INSTREAM SOLUTIONS INC

Profile

Company Names

INSTREAM SOLUTIONS INC
WEALTHONE INC

Addresses

8200 GREENSBORO DRIVE, SUITE 1150, MCLEAN, VA 22102

Phone Numbers

703-827-0636

 

Entity Type:

CORPORATION

Industry:

OTHER BANKING AND FINANCIAL SERVICES

Year Incorporated:

2008

State Incorporated:

VIRGINIA

Total Amount Raised:

$1,311,790.00

Number of Funding Rounds:

2
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
2
2011-12-06 
$418,100.00 
$1,000,000.00 
$581,900.00 
Equity 
1
2010-11-01 
$893,690.00 
$1,500,000.00 
$606,310.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
VIRGINIA 
 
CHEUNG 
EXECUTIVE OFFICER, DIRECTOR
WEALTHONE INC
VIRGINIA 
L. 
CHEUNG 
EXECUTIVE OFFICER, DIRECTOR
INSTREAM SOLUTIONS INC
RAJEEV 
 
DHARMAPURIKAR 
DIRECTOR
WEALTHONE INC   |  INSTREAM SOLUTIONS INC   |  HIGGS BOSON, LLC   |  HIGGS BOSON, INC.
ALEJANDRO 
 
MURGUIA 
EXECUTIVE OFFICER, DIRECTOR
WEALTHONE INC   |  INSTREAM SOLUTIONS INC
LOIS 
 
SCHEIRER 
DIRECTOR
WEALTHONE INC   |  INSTREAM SOLUTIONS INC
DEAN 
T. 
UMEMOTO 
EXECUTIVE OFFICER, DIRECTOR
WEALTHONE INC   |  INSTREAM SOLUTIONS INC
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2012-04-23
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2011-12-06 
2012-01-17
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2011-12-06 
2011-12-20
D
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2011-12-06 
2010-12-08
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2010-11-01 
2010-11-10
D
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2010-11-01 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#