Coldstream Management Team
Summary
Coldstream is a private company that has been in the industry for 30 years. The company currently specializes in the Financial Services area. Its headquarters is located at Bellevue, Washington, USA. The number of employees ranges from 25 to 100. The annual revenue of Coldstream varies between 5.0M and 25M. To connect with Coldstream employee register on SignalHire.
| Coldstream Website | coldstream.com |
| Social Links |    |
| Phone Number | 425-283-1600 |
| Industries | |
| Coldstream Headquarters address | One 100th Ave. NE, Suite 102, Bellevue, WA, 98004 US |
| Company Size | 200-500 employees |
| Specialties | Financial Planning, Investment Advisory, Tax Planning, Estate Planning, Risk Management, Wealth Management, Family Wealth Planning, Multi-Generational Planning, Insurance Solutions, Settlement Advisory Services, Employer Sponsored Retirement Plans, Endowments and Foundations, Retirement Plan Services |
| SIC Code | 6199 |
| DMA Code | Seattle Metropolitan Area |
| Founded | 1996 |
| Estimated Annual Revenue | $5.0M - 25M |
| Operating Status | Merged |
Coldstream Org Chart
Chief Executive Officer
Chief Executive Officer
C-Level
Chief Investment Officer
Chief Operating Officer
Chief Compliance Officer
Competitors
Name | Founded | Type | Employees | Revenue | Funding |
|---|---|---|---|---|---|
| 2003 | Privately Held | 25 - 100 | < 1M | $350K | |
| 2000 | Privately Held | 25 - 100 | 44.4M | $0 | |
| 2005 | Privately Held | 10-50 | 22.6M | $- | |
| 2019 | - | 1-10 | 8.2M | $- |
Subsidiaries and Affiliated Companies
Estimated Website Traffic
The chart shows a growth in traffic to the coldstream.com website. In April, traffic increased to 36027, compared to 16391 in the previous month. The highest traffic in 2026 was recorded in April, reaching 36027 visits.
Workforce Turnover
Number of staff members switched
Departmental sample breakdown
Corporate Tenure Analytics
Coldstream's workforce includes employees across a wide range of tenure levels.
4% have been with the company for less than 1 year8% have been with the company for 1 to 2 years8% have been with the company for 3 to 4 years15% have been with the company for 5 to 7 years15% have been with the company for 8 to 10 years50% have been with the company for more than 11 years
Email (4)
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Companies Similar to Coldstream
Coldstream Corporate Information: FAQ
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