Insights

High Net-Worth Focus Coldstream’s long-standing reputation for serving high net-worth clients since 1996 indicates a strong client base with sophisticated financial needs, presenting opportunities to offer advanced investment products and personalized wealth management solutions.

Strong Market Position Receiving recognition as the #16 ranked large company demonstrates Coldstream’s competitive standing in the financial services industry, making it a viable target for premium service providers seeking reputable partners.

Recent Community Engagement Active involvement in philanthropic and women-focused investment events suggests Coldstream’s commitment to socially responsible initiatives, opening avenues for partnerships with ESG-focused service providers and community engagement platforms.

Asset Investment Activity Coldstream’s recent strategic investments in real estate assets like Urban Edge Properties, Brandywine Realty Trust, and Stagwell highlight a focus on real estate and alternative asset classes, indicating potential for collaboration on related financial services or investment products.

Technology Utilization Utilizing tools like LinkedIn Ads, Okta, and Microsoft Word signifies a modern approach to client outreach and internal operations, providing opportunities to introduce innovative fintech solutions and digital marketing strategies to enhance their client experience.

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 Formats	Example	Percentage
First.Last@coldstream.com	John.Doe@coldstream.com	69%
First@coldstream.com	John@coldstream.com	26%
Last@coldstream.com	Doe@coldstream.com	4%
FL@coldstream.com	JD@coldstream.com	1%

Frequently Asked Questions

What is Coldstream's phone number?

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?

Coldstream is a publicly traded company; the company's stock symbol is N/A.

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

Coldstream's official website is coldstream.com and has social profiles on LinkedIn.

How much revenue does Coldstream generate?

As of December 2025, Coldstream's annual revenue is estimated to be $6.6M.

What is Coldstream's SIC code NAICS code?

Coldstream's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Coldstream have currently?

As of December 2025, Coldstream has approximately 238 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Client Experience Officer / Board Member: A. M. S.Chief Investment Officer: B. S.Chief Growth Officer: D. C.. Explore Coldstream's employee directory with LeadIQ.

What industry does Coldstream belong to?

Coldstream operates in the Financial Services industry.

What technology does Coldstream use?

Coldstream's tech stack includes LinkedIn AdsOktaBackbone.jsjQueryjQuery MigrateMicrosoft WordYoast SEOTrend Micro.

What is Coldstream's email format?

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

When was Coldstream founded?

Coldstream was founded in 1996.

Coldstream

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

Coldstream's official website is coldstream.com. Coldstream has social profiles on LinkedIn.

Q: How many employees does Coldstream have currently?

Coldstream has approximately 238 employees.

Q: What technology does Coldstream use?

Coldstream's tech stack includes Pardot, StackAdapt, WordPress, JSON-LD, Google Maps.

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. 

© 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.