Insights

Growth partnership Freestone Capital Management recently formed a joint venture with Preservation Equity Fund Advisors to preserve affordable housing assets, indicating openness to strategic partnerships and alternative investment collaborations that could open cross-sell opportunities for wealth management services to real estate and fund clients.

Estate & wealth strategy The appointment of a Director of Wealth Strategy and Estate Planning and several senior hires focused on client advisory suggests a strong emphasis on comprehensive financial planning, offering a pathway to propose enhanced estate, tax, and legacy planning services to high net worth families.

SF growth focus Senior hires and leadership additions in San Francisco show a regional growth push in a key west coast market, presenting chances to target UHNW individuals and family offices in the Bay Area with tailored wealth management, advisory, and family office services.

Talent and capacity Active recruitment across 2023–2026 across multiple advisory roles signals capacity to onboard new clients and expand service lines, presenting opportunities to offer onboarding programs, platform integrations, and scalable investment strategies.

Financial scale With annual revenue in the upper hundreds of millions and an independent fee-only model, Freestone presents a solid target for premium custody, planning tech enhancements, and advisor support services that align with affluent client needs and institutional-style processes.

Similar companies to Freestone Capital Management

Freestone Capital Management Tech Stack

Freestone Capital Management uses 8 technology products and services including SQL, oEmbed, Microsoft Excel, and more. Explore Freestone Capital Management's tech stack below.

SQL
Database
oEmbed
Dev Tools
Microsoft Excel
Editors
Apple iCloud Mail
Email
Office 365
Office Suites
Microsoft Office
Office Suites
LinkedIn
Online Community Software
WP Engine
Platform As A Service

Media & News

Freestone Capital Management's Email Address Formats

Freestone Capital Management uses at least 1 format(s):

Freestone Capital Management Email Formats	Example	Percentage
FLast@freestonecapital.com	JDoe@freestonecapital.com	78%
First@freestonecapital.com	John@freestonecapital.com	15%
First.L@freestonecapital.com	John.D@freestonecapital.com	5%
Last@freestonecapital.com	Doe@freestonecapital.com	2%

Frequently Asked Questions

What is Freestone Capital Management's phone number?

You can contact Freestone Capital Management's main corporate office by phone at

+1-206-707-****

. 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 Freestone Capital Management's official website and social media links?

Freestone Capital Management's official website is freestonecapital.com and has social profiles on LinkedIn.

How much revenue does Freestone Capital Management generate?

As of July 2026, Freestone Capital Management's annual revenue is estimated to be $100M - $250M.

What is Freestone Capital Management's NAICS code?

Freestone Capital Management's NAICS code is 52 - Finance and Insurance.

How many employees does Freestone Capital Management have currently?

As of July 2026, Freestone Capital Management has approximately 135 employees across 1 continents, including North America. Key team members include Chief Operating Officer: M. T.President: J. N.Partner, Chief Financial Officer: A. M.. Explore Freestone Capital Management's employee directory with LeadIQ.

What industry does Freestone Capital Management belong to?

Freestone Capital Management operates in the Financial Services industry.

What technology does Freestone Capital Management use?

Freestone Capital Management's tech stack includes SQLoEmbedMicrosoft ExcelApple iCloud MailOffice 365Microsoft OfficeLinkedInWP Engine.

What is Freestone Capital Management's email format?

Freestone Capital Management's email format typically follows the pattern of FLast@freestonecapital.com. Find more Freestone Capital Management email formats with LeadIQ.

When was Freestone Capital Management founded?

Freestone Capital Management was founded in 1999.

Freestone Capital Management

Q: What technology does Freestone Capital Management use?

Freestone Capital Management's tech stack includes RackSpace Cloud, cdnjs, Basis Technologies, Microsoft Entra ID, Capital IQ.

Q: What is Freestone Capital Management's NAICS code?

Freestone Capital Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesWashington, United States51-200 Employees

Freestone Capital Management is an independent, fee-only wealth advisory firm serving select high-net-worth individuals and families. Based in Seattle, Washington, the firm provides a broad range of wealth-management services designed to protect assets, grow wealth, and arrange wealth transfer across generations, helping clients focus on their priorities. It operates within the financial services industry as a mid-sized advisory firm that emphasizes tailored, long-term financial planning.

Freestone's client base comprises high-net-worth individuals and families seeking integrated guidance across all facets of their financial lives. In May 2026, the firm formed a joint venture with Preservation Equity Fund Advisors to preserve affordable housing assets, reflecting an active approach to strategic partnerships.