Company profile

Coldstream

Industry
Financial Services
Employees
264
Headquarters
Bellevue, WA
Founded
1996
LinkedIn followers
6,217
Office locations
9

Coldstream company summary

Coldstream is a company in the Financial Services industry, headquartered in Bellevue, WA, founded in 1996. On LinkedIn the company has around 264 employees and 6,217 followers. The company lists 9 office locations. Its listed specialties include Financial Planning, Investment Advisory, Tax Planning, Estate Planning, Risk Management.

What technology does Coldstream use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Coldstream

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.

Specialties

Financial PlanningInvestment AdvisoryTax PlanningEstate PlanningRisk ManagementWealth ManagementFamily Wealth PlanningMulti-Generational PlanningInsurance SolutionsSettlement Advisory ServicesEmployer Sponsored Retirement PlansEndowments and FoundationsRetirement Plan Services

Where is Coldstream located?

Coldstream lists 9 office locations.

Bellevue, WA, USHQ
One 100th Ave. NE, Suite 102
Bend, Oregon, US
65 NW Newport Ave
Boise, Idaho, US
176 S Capitol Blvd
Kenai, Alaska, US
10735 Kenai Spur Hwy
Kirkland, Washington, US
520 Kirkland Way
Mercer Island, Washington, US
7900 SE 28th St
Portland, Oregon, US
650 NE Holladay St
Portland, Oregon, US
1155 SW Morrison St
Seattle, WA, US
1200 Westlake Ave. N

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Frequently asked questions about Coldstream

What does Coldstream do?

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.

How many employees does Coldstream have?

Coldstream has around 264 employees on LinkedIn.

Where is Coldstream headquartered?

Coldstream is headquartered in Bellevue, WA.

Where does Coldstream have offices?

Coldstream lists 9 office locations, including Bellevue, WA, US; Bend, Oregon, US; Boise, Idaho, US; Kenai, Alaska, US; Kirkland, Washington, US.

When was Coldstream founded?

Coldstream was founded in 1996.

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