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) 283-1600Website
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
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Activity Insights
Coldstream Holdings is experiencing very low activity levels compared to other companies in the Finance sector.
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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
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2020
Debt
$1M
Coldstream Holdings Tech Stack
A closer look at the technologies used by Coldstream Holdings
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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
Coldstream Holdings News & Media
Coldstream Surpasses $14.05 Billion in Total Client Assets, Completing Another Record Year of Growth
Firm's Organic and Merger-Based Growth Exceeded Three-Year Strategic Plan Ahead of Schedule, Accomplished Without External Capital SEATTLE, Dec. 16, 2025 /PRNewswire/ -- Coldstream announced today it completed another record year of growth. This year, the firm saw an over 30% increase in...Coldstream Enhances Leadership Structure to Support Recent Growth and Future Expansion
Rapidly Scaling Financial Services Firm Shifts Structure to Address Unique Opportunities of a Non-PE-Backed Growth Strategy SEATTLE, July 16, 2025 /PRNewswire/ -- Coldstream today announced it has enhanced its leadership team structure to improve processes, and refine roles and...Cable Hill Partners, Oregon-Based $2 Billion RIA, Joins Coldstream
Combination of Culturally Aligned Firms Enhances Comprehensive Individual, Family and Institutional Client Service Experiences Partnership Represents Coldstream's Third Major Expansion in Portland Market SEATTLE, June 3, 2025 /PRNewswire/ -- Coldstream today announced it has combined with...Coldstream Rebrands Rainier Group as Coldstream Capital Partners
Pacific Northwest Firm Streamlines Individual and Institutional Services Under the Umbrella of Coldstream Holdings SEATTLE, April 8, 2025 /PRNewswire/ -- Coldstream today announced that its subsidiary, the Rainier Group, a boutique investment banking and strategic advisory firm, will now...
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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
