Coldstream Holdings

Finance · Washington, United States · 51-200 Employees

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Overview

Headquarters

1 100th Ave NE Ste 200, Bellevue, Washin...

Phone Number

(425) 283-1600

Revenue

$39.5 Million

Industry

Finance Securities Trading
ZI Rank: 5
Signal Type
Dec
Jan
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May
ZI Rank
3
3
3
2
3
5

About Coldstream Holdings

Coldstream Wealth Management, founded in 1988 and headquartered in Bellevue, Washington, is a wealth management firm specializing in financial planning and customized investment portfolios.Explore more
Coldstream Holdings's Social MediaPopular SearchesColdstream Holdings IncColdstream Capital Management IncColdstream Wealth ManagementColdstreamColdstream LLCSIC Code 62,628NAICS Code 52,523Show more

Coldstream Holdings Org Chart

Kevin Fitzwilson, Chief Executive Officer at Coldstream Holdings
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Chief Executive Officer

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JH
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President, Mergers & Acquisitions

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Coldstream Holdings

$39.5M
51-200
Private
<$5M
1996
$55.9M
201-500
Private
$24.3M
2008
$36M
51-200
Private
-
1989
$19.9M
51-200
Private
-
1992
RW
Ross WeissmanManaging Director, Chief Financial Officer
$19.7M
51-200
Private
<$5M
1931
RD
Russ DorseyPrincipal and Chief Information Officer
$15.7M
201-500
Private
-
1994
$15.3M
51-200
Private
<$5M
1986
Michael Yoshikami, Chief Executive Officer & Founder at Destination Wealth Management
Michael YoshikamiCEO & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Coldstream Holdings is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Coldstream Holdings is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Coldstream Holdings.

Coldstream Holdings financials insights

Gather financial insights about Coldstream Holdings, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$1M

See All Coldstream Holdings's Financials Insights

Coldstream Holdings Tech Stack

A closer look at the technologies used by Coldstream Holdings

Most Recent Scoops

Facilities Relocation / Expansion
Facilities Relocation/Expansion, Business Development, Operations
Hiring Plans
Coldstream Holdings has more open roles in Sales than it has had at any time in the past 12 months. Technologies mentioned include: Salesforce.
Hiring Plans
Hiring Plans
Coldstream Holdings has more open roles in Finance than it has had at any time in the past 12 months.
Hiring Plans
Promotion
Executive Move
Executive Moves, Promotion
Promotion
Executive Move
Executive Moves, Promotion
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Top Finance Companies

Frequently Asked Questions Regarding Coldstream Holdings

What is Coldstream Holdings's official website?
Coldstream Holdings's official website is www.coldstream.com
What is Coldstream Holdings's Revenue?
Coldstream Holdings's revenue is $39.5 Million
What is Coldstream Holdings's SIC code?
Coldstream Holdings's SIC: 62,628
What is Coldstream Holdings's NAICS code?
Coldstream Holdings's NAICS: 52,523
How many employees does Coldstream Holdings have?
Coldstream Holdings has 51-200 employees
What industry does Coldstream Holdings belong to?
Coldstream Holdings is in the industry of: Finance, Securities Trading
What is Coldstream Holdings competition?
Coldstream Holdings top competitors include: Chilton Trust, Atlantic Financial, Kassouf, Aspiriant
What companies has Coldstream Holdings acquired?
Coldstream Holdings has acquired the companies: Arnerich Massena, Rosenbaum Financial, George R Pierce & Associates
What technology does Coldstream Holdings use?
Some of the popular technologies that Coldstream Holdings uses are: WordPress.org, reCAPTCHA, PHP, DoubleClick
How do I contact Coldstream Holdings?
Coldstream Holdings contact info: Phone number: (425) 283-1600 Website: www.coldstream.com
What does Coldstream Holdings do?

Coldstream Wealth Management, founded in 1988 and headquartered in Bellevue, Washington, is a wealth management firm specializing in financial planning and customized investment portfolios.... Read More

What are Coldstream Holdings social media links?
Coldstream Holdings Linkedin page Coldstream Holdings Twitter page Coldstream Holdings Facebook page
Is Coldstream Holdings a public company?
Coldstream Holdings is private company therefore does not currently have an official ticker symbol
See more information about Coldstream Holdings

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