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Coldstream Wealth Management
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 MediumHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Bellevue, Washington, United States Founded 1996 101-250 employees For Profit
Coldstream Wealth Management provides financial planning, risk management, estate planning, tax planning and investment advisory services.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
4
Monthly Visits
Available in Pro Contacts
103
Company Details
Funding & Financials
Pro- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- IT spend
- $2M
Company Info
- Founded
- 1996
- Employees
- 101-250
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- News articles
- 16
- HQ
- Bellevue, Washington, United States
- Region
- Greater Seattle Area, West Coast, Western US
Signals & Scores
- Heat score
- Medium
- Growth score
- Low
- Trend (7d)
- -0.1
- Trend (30d)
- 4.4
- Trend (90d)
- 1.7
- Last leadership hire
- Jul 16, 2025
Acquisitions by Coldstream Wealth Management
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Key People at Coldstream Wealth Management
Chief Operating Officer
103
professional contacts at Coldstream Wealth Management
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