Coldstream Capital Management Revenue and Competitors
Estimated Revenue & Valuation
- Coldstream Capital Management's estimated annual revenue is currently $44.2M per year.
- Coldstream Capital Management's estimated revenue per employee is $269,493
Employee Data
- Coldstream Capital Management has 164 Employees.
- Coldstream Capital Management grew their employee count by 16% last year.
Coldstream Capital Management's People
Name | Title | Email/Phone |
---|---|---|
1 | Chief Revenue Officer | Reveal Email/Phone |
2 | Chief Operating Officer | Reveal Email/Phone |
3 | Controller | Reveal Email/Phone |
4 | Chief Compliance Officer | Reveal Email/Phone |
5 | Chief Investment Officer & General Counsel | Reveal Email/Phone |
6 | Director Business Development | Reveal Email/Phone |
7 | Business Developement Officer | Reveal Email/Phone |
8 | Wealth Manager & Managing Director, Corporate Development | Reveal Email/Phone |
9 | Director Marketing | Reveal Email/Phone |
10 | Chief Operating Officer | Reveal Email/Phone |
Coldstream Capital Management Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $2.3M | 17 | -26% | N/A | N/A |
#2 | $27.7M | 122 | 5% | N/A | N/A |
#3 | $6M | 33 | 3% | N/A | N/A |
#4 | $18.8M | 83 | -3% | N/A | N/A |
#5 | $4.6M | 29 | -3% | N/A | N/A |
#6 | $6.9M | 38 | 15% | N/A | N/A |
#7 | $7.1M | 39 | 18% | N/A | N/A |
#8 | $0.5M | 4 | 100% | N/A | N/A |
#9 | $6.9M | 38 | 6% | N/A | N/A |
#10 | $7.8M | 43 | -4% | N/A | N/A |
What Is Coldstream Capital Management?
Coldstream Capital Management, Inc. is a multi-client family office providing comprehensive wealth management services to high net worth individuals and their families. Clients often refer to Coldstream as their personal "Chief Financial Officer." Since i
keywords:N/AN/A
Total Funding
164
Number of Employees
$44.2M
Revenue (est)
16%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Coldstream Capital Management News
2022-04-06 - Capital Group Appoints Three New Members to RIA Advisory Board
Howard Coleman, Chief Investment Officer / General Counsel, Coldstream Wealth Management. David DeVoe, Managing Director and Founder, DeVoe &...
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $52.3M | 164 | -2% | N/A |
#2 | $26.5M | 166 | 46% | N/A |
#3 | $26.6M | 167 | 24% | N/A |
#4 | $22.3M | 169 | 4% | N/A |
#5 | $57M | 170 | 0% | N/A |