Upstream Life

Upstream Life: A Century of Financial Excellence Reimagined

Established in 1912 and reimagined in 2016, Upstream Life represents a distinctive blend of century-old financial expertise and modern innovation. Founded by three visionary industry leaders with extensive financial services backgrounds, this privately held firm has evolved from its Oxford, Mississippi roots into a multi-state operation serving clients across the Southeast and California. With 51-200 dedicated professionals, Upstream Life maintains the personalized approach of a boutique firm while delivering enterprise-level financial capabilities.

Comprehensive Financial Solutions

Upstream Life specializes in life insurance, wealth management, investment management, retirement planning, and securities offerings. The company's client-centered philosophy focuses on creating customized financial strategies that adapt to individual goals and changing market conditions. Each solution is designed to help Americans secure their financial futures through solid, innovative products backed by decades of industry expertise.

Career Growth In Financial Services

• Work alongside industry veterans with extensive financial experience
• Opportunities for professional growth within an expanding organization
• Collaborative environment that values expertise and innovation
• Access to continuous product development and cutting-edge financial resources
• Multi-location presence offering diverse career pathways across the Southeast and California

Company Culture and Values

As part of Upstream Holdings, Inc., team members benefit from working within a robust network of financial expertise while maintaining specialized focus. The company's commitment to continuous innovation extends to its corporate culture, where professional development is encouraged and employees contribute to the meaningful mission of helping Americans achieve financial peace of mind. This forward-thinking approach, combined with over a century of financial stability, creates an environment where finance professionals can build rewarding careers while making a lasting impact on clients' financial futures.