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.
Organization Website | coldstream.com |
Social Links |    |
Phone Number | 425-283-1600 |
Industries | |
Headquarters Location | One 100th Ave. NE, Suite 102, Bellevue, WA, 98004 US |
Employees 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 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2003 | Privately Held | 25 - 100 | < 1M | $350K | |
| 2000 | Privately Held | 25 - 100 | 2.9M | $0 | |
| 2005 | Privately Held | 10-50 | - | $- | |
| 2019 | - | 1-10 | - | $- |
Subsidiaries and Affiliated Companies
Estimated Website Traffic
The chart shows a decline in traffic to the coldstream.com website. In January, traffic decreased to 13906, compared to 13986 in the previous month. The highest traffic in 2026 was recorded in January, reaching 13906 visits.
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Number of employees by department
Length of Employment
Employee tenure at Coldstream shows a diverse range of experience levels:
3% have been with the company for less than 1 year28% for 1–2 years8% for 3–4 years10% for 5–7 years10% for 8–10 years40% have over 11 years of service at ColdstreamEx-employees positions
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