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.
Company Details
- Employees
- 231
- Founded
- -
- Address
- One 100th Ave. Ne, Suite 102, Bellevue,wa 98004,united States
- Phone
- 206.281.7700
- in****@****eam.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- coldstream.com
- 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, Retirement Plan Services.
- HQ
- Bellevue, WA
Coldstream Questions
Coldstream's helpline number is 206.281.7700
Coldstream's website is coldstream.com
Coldstream's LinkedIn profile is https://www.linkedin.com/company/coldstream-capital-management
Coldstream has
231 employees.
View email and phone details for 231
employees at Coldstream.
Coldstream's industry is
Financial Services
Coldstream's top competitors are
Parcion Private Wealth,
Freestone Capital Management,
Brighton Jones,
Mercer Advisors,
Pathstone,
Badgley Phelps Wealth Managers,
Merriman Wealth Management, Llc,
The Rainier Group,
Cable Hill Partners,
Arnerich Massena, Inc.
Coldstream's support email address is info@coldstream.com
Coldstream's categories are Financial Services
Coldstream's founding year is 1996
