Coldstream Holdings
Finance · Washington, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
1 100th Ave NE Ste 200, Bellevue, Washin...Phone Number
(425) 283-1600Website
www.coldstream.comRevenue
$39.5 MillionIndustry
ZI Rank: 5
Signal Type
Dec
Jan
Feb
Mar
Apr
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 Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Coldstream Holdings your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Click to see if Coldstream Holdings had a recent Job posting/layoffs
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check if Coldstream Holdings has recently received funding, and reach out quickly before it becomes old news!
Congratulate Masked Content for being promoted to Masked Content at Coldstream Holdings
Product Launch: Get notified when Coldstream Holdings launches new products
Coldstream Holdings, which may be a good buyer, showed buying intent in Masked Content Topic
Earning: See what the market has to say on Coldstream Holdings recently announced quarterly report
Website visits: Recent activity has been detected on your website
Funding: Get notified immidiatlly once Coldstream Holdings has new funding data
Check out if Coldstream Holdings is spiking on competitors!
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to Coldstream Holdings
Compare insights from companies similar to Coldstream Holdings, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile 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
Coldstream Holdings Tech Stack
A closer look at the technologies used by Coldstream Holdings
See more technologies
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
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Coldstream Holdings
Sign Up For FreeTo access detailed company insights
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
