# Dreamstone Group

- **Website:** <https://dreamstonegroup.com>
- **Primary alias:** `dreamstonegroup.com`

## Description

Dreamstone Group LLC is a technology-driven financial services platform focused on supporting independent insurance and financial advisors. Describing itself as a new kind of IMO, the company brings sales, marketing, product research, and practice-management tools together in a unified ecosystem. Its platform includes a dashboard for client data and analytics, automated marketing campaigns, sales workflows, compliance guidance, and a searchable database for comparing more than 1,000 annuity products.

Dreamstone’s offerings include Annuity B2C and Annuity Educator, which connect advisors with retirees seeking retirement guidance; Annuities Genius, which provides data-driven annuity comparisons; and Fiduciary Genius, which supports customized retirement planning, including risk management and legacy planning. The company also provides lead-generation support, proposal tools, e-application processing, pre-built campaigns, training, sales materials, and onboarding assistance.

Dreamstone serves advisors at different career stages, offering structured guidance for newcomers and advanced resources, customizable white-labeled client tools, CRM integration, workshops, and consulting partnerships for experienced practices. Its stated aim is to streamline operations, help advisors serve clients, and support business growth.

## Industries

- 💰 Finance
- 💰 Insurance _(under Finance)_

## Links

- [facebook](https://facebook.com/61571380213980)
- [linkedin](https://linkedin.com/company/dreamstone-group)
- [twitter](https://twitter.com/dreamstonegroup)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id5h0zN6cx/w/300/h/102/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793655622424)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id5h0zN6cx/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793655622541)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Mariner | #314fd7 | accent |
| Torea Bay | #112889 | dark |
| Biloba Flower | #bbb0f1 | light |

## Fonts

- var(--font-sans) — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id5h0zN6cx/w/200/h/66/idgpNp2Tca.jpeg?c=1bxid64Mup7aczewSAYMX&t=1749088647353)

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_Source: <https://brandfetch.com/dreamstonegroup.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._