Company Email Format Management

Coldstream

Financial Services Bellevue, Wa, United States 231 employees

Employees: 231
Contacts: 3
Emails: 3
Phones: 3

coldstream.com LinkedIn

Coldstream Overview

Headquarters: Bellevue, Wa, United States
Phone Number: Available in AeroLeads
Website: coldstream.com
Industry: Financial Services
Employees: 231
Founded: 1996
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

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

About Coldstream

Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996. We’re here to guide you through the financial complexities in your life so that you can have peace of mind while achieving the financial and lifestyle goals important to you. © 2025 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. All Rights Reserved.

Coldstream Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 3; 100.0% coverage

Coldstream Org Chart

Sample employees and titles

Name	Title	Location	Contact
Daniel Yeung, Cfa	Portfolio Manager & Shareholder	Mercer Island, Washington, United States	Email Phone
Josh Harris	President, M&a at Coldstream - Driving	Mercer Island, Washington, United States	Email Phone
Mark Rosenbaum	Wealth Manager and Team Lead	United States	Email Phone