Insights

Expansion and Growth Coldstream Capital Management expanded its footprint with a new Bend, Oregon office in 2026, signaling geographic growth and potential cross-regional advisory opportunities for high net-worth clients and family offices.

Leadership Transitions Recent C-suite moves and intercompany leadership changes between Arnerich Massena and Coldstream create an opening for targeted conversations around strategic partnerships, succession planning services, and joint offerings to maintain continuity for affluent clients.

Industry Recognition Coldstream’s ranking as a top 55 Best Financial Advisory Firm in 2026 and strong AUM positioning indicate credibility with HNW clients, presenting a doorway to introduce complementary advisory technologies, ESG, or wealth-tech solutions.

Technology Partnerships The tech stack includes Envestnet, Salesforce Marketing Cloud, Pardot and other platforms, suggesting opportunities for integration services, data analytics, CRM-driven marketing, and vendor-neutral scalability projects for advisory firms.

Women in Leadership Invest in Women event participation and leadership insights point to potential sales angles around inclusive leadership programs, women-focused professional development offerings, and AI-driven decision-support tools tailored for women executives and clients.

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Arnerich Massena, Inc Tech Stack

Arnerich Massena, Inc uses 8 technology products and services including QuickBooks, LinkedIn Ads, WordPress, and more. Explore Arnerich Massena, Inc's tech stack below.

QuickBooks
Accounting And Finance
LinkedIn Ads
Advertising
WordPress
Content Management System
Microsoft 365
Email
Microsoft Active Directory
Identity And Access Management
Okta
Identity Verification
Constant Contact
Marketing Automation
SAP Concur
Travel And Expense Management

Media & News

Arnerich Massena, Inc's Email Address Formats

Arnerich Massena, Inc uses at least 7 email formats:

Arnerich Massena, Inc Email Formats	Example	Percentage
FLast@am-a.com	JDoe@am-a.com	98%
FirstL@am-a.com	JohnD@am-a.com	1%
FMiddleLast@am-a.com	JMichaelDoe@am-a.com	1%
First.Last@coldstream.com	John.Doe@coldstream.com	70%
First@coldstream.com	John@coldstream.com	25%
Last@coldstream.com	Doe@coldstream.com	4%
FLast@coldstream.com	JDoe@coldstream.com	1%

Frequently Asked Questions

What is Arnerich Massena, Inc's phone number?

You can contact Arnerich Massena, Inc's main corporate office by phone at

+1-503-239-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Arnerich Massena, Inc's official website and social media links?

Arnerich Massena, Inc's official website is coldstream.com and has social profiles on LinkedIn.

How much revenue does Arnerich Massena, Inc generate?

As of August 2026, Arnerich Massena, Inc's annual revenue is estimated to be $25M - $50M.

What is Arnerich Massena, Inc's NAICS code?

Arnerich Massena, Inc's NAICS code is 52 - Finance and Insurance.

How many employees does Arnerich Massena, Inc have currently?

As of August 2026, Arnerich Massena, Inc has approximately 18 employees across 2 continents, including North America and Africa. Key team members include Chief Client Officer And Executive Vice President And Managing Director, Business To Business Practice And London: A. M., Chief Financial Officer And Chief Operating Officer: M. S. and Co-Chief Executive Officer, Managing Principal, Senior Investment Advisor, Principal: R. R. Explore Arnerich Massena, Inc's employee directory with LeadIQ.

What industry does Arnerich Massena, Inc belong to?

Arnerich Massena, Inc operates in the Financial Services industry.

What technology does Arnerich Massena, Inc use?

Arnerich Massena, Inc's tech stack includes QuickBooks, LinkedIn Ads, WordPress, Microsoft 365, Microsoft Active Directory, Okta, Constant Contact and SAP Concur.

What is Arnerich Massena, Inc's email format?

Arnerich Massena, Inc's email format typically follows the pattern of FLast@am-a.com. Find more Arnerich Massena, Inc email formats with LeadIQ.

When was Arnerich Massena, Inc founded?

Arnerich Massena, Inc was founded in 1996.

Arnerich Massena, Inc

Q: What is Arnerich Massena, Inc's official website and social media links?

Arnerich Massena, Inc's official website is coldstream.com. Arnerich Massena, Inc has social profiles on LinkedIn.

Q: How many employees does Arnerich Massena, Inc have currently?

Arnerich Massena, Inc has approximately 18 employees.

Q: What technology does Arnerich Massena, Inc use?

Arnerich Massena, Inc's tech stack includes Laserfiche, jQuery, Microsoft Active Directory, Chart.js, RSS.

Q: What is Arnerich Massena, Inc's NAICS code?

Arnerich Massena, Inc's NAICS code is 52 (Finance and Insurance).

Financial ServicesOregon, United States11-50 Employees

Arnerich Massena, Inc is a financial services firm based in Portland, Oregon. It merged with Coldstream Capital Management on July 1, 2024, and the combined organization operates as Coldstream Capital Management Inc, described as employee-owned and independently operated, with a long history of serving high net-worth clients since 1996. The firm’s information is available at coldstream.com.

In February 2026 Coldstream Capital Management Inc expanded its geographic footprint with a new office in Bend, Oregon. In 2026 the firm was recognized on the Best Financial Advisory Firms 2026 list published by USA TODAY and Statista.