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Gathering insights about Coldstream…

Similar companies to Coldstream

Coldstream Tech Stack

Coldstream uses 8 technology products and services including LinkedIn Ads, Okta, Backbone.js, and more. Explore Coldstream's tech stack below.

  • LinkedIn Ads
    Advertising
  • Okta
    Identity Verification
  • Backbone.js
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Microsoft Word
    Office Suites
  • Yoast SEO
    Search Engines
  • Trend Micro
    System Security Services

Media & News

Coldstream's Email Address Formats

Coldstream uses at least 1 format(s):
Coldstream Email FormatsExamplePercentage
First.Last@coldstream.comJohn.Doe@coldstream.com
69%
First@coldstream.comJohn@coldstream.com
26%
Last@coldstream.comDoe@coldstream.com
4%
FL@coldstream.comJD@coldstream.com
1%

Frequently Asked Questions

Where is Coldstream's headquarters located?

Minus sign iconPlus sign iconColdstream's main headquarters is located at Bellevue, Washington 98004 United States. The company has employees across 4 continents, including North AmericaEuropeAsia.

What is Coldstream's phone number?

Minus sign iconPlus sign icon You can contact Coldstream's main corporate office by phone at
+1-425-283-****
. 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 Coldstream's stock symbol?

Minus sign iconPlus sign iconColdstream is a publicly traded company; the company's stock symbol is N/A.

What is Coldstream's official website and social media links?

Minus sign iconPlus sign iconColdstream's official website is coldstream.com and has social profiles on LinkedIn.

How much revenue does Coldstream generate?

Minus sign iconPlus sign icon As of March 2026, Coldstream's annual revenue is estimated to be $6.6M.

What is Coldstream's SIC code NAICS code?

Minus sign iconPlus sign iconColdstream's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Coldstream have currently?

Minus sign iconPlus sign iconAs of March 2026, Coldstream has approximately 245 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Chief Investment Officer: B. S.Chief Growth Officer: D. C.President: P. G.. Explore Coldstream's employee directory with LeadIQ.

What industry does Coldstream belong to?

Minus sign iconPlus sign iconColdstream operates in the Financial Services industry.

What technology does Coldstream use?

Minus sign iconPlus sign iconColdstream's tech stack includes LinkedIn AdsOktaBackbone.jsjQueryjQuery MigrateMicrosoft WordYoast SEOTrend Micro.

What is Coldstream's email format?

Minus sign iconPlus sign iconColdstream's email format typically follows the pattern of First.Last@coldstream.com. Find more Coldstream email formats with LeadIQ.

When was Coldstream founded?

Minus sign iconPlus sign iconColdstream was founded in 1996.

Coldstream

Financial ServicesWashington, United States201-500 Employees

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. 

© 2026 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.

Section iconCompany Overview

Headquarters
Bellevue, Washington 98004 United States
Phone number
+1-425-283-****
Website
coldstream.com
SIC Code
6282 - Investment Advice
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $100M$250M

    Coldstream's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Coldstream's revenue is estimated to be in the range of $100M$250M

Company Leadership

  • Stylized image of a person
    B. S.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. C.
    Chief Growth Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. G.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. B.
    Fit Insurance Co-Founder & Team Lead
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. L.
    Partner And Relationship Manager
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    S. U.
    Director Of Information Technology
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Business Development Officer, Wealth Manager & Shareholder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. R.
    Team Lead & Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M.
    Client Team Operations Manager
    Phone icon
    Mobile Phone

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