Coldstream Capital Management Revenue and Competitors
Estimated Revenue & Valuation
- Coldstream Capital Management's estimated annual revenue is currently $29.7M per year.
- Coldstream Capital Management's estimated revenue per employee is $227,000
Employee Data
- Coldstream Capital Management has 131 Employees.
- Coldstream Capital Management grew their employee count by 8% last year.
Coldstream Capital Management's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Wealth Manager | Reveal Email/Phone |
2 | Technology Professional | Reveal Email/Phone |
3 | Client Team Operations Manager | Reveal Email/Phone |
4 | Portfolio Manager and Relationship Manager | Reveal Email/Phone |
5 | Private Client Services | Reveal Email/Phone |
6 | Chief Compliance Officer | Reveal Email/Phone |
7 | Associate Relationship Manager & Team Operations Manager | Reveal Email/Phone |
8 | Relationship Manager | Reveal Email/Phone |
9 | Wealth Manager | Reveal Email/Phone |
10 | Chief Investment Officer & General Counsel | Reveal Email/Phone |
Coldstream Capital Management Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $3.7M | 23 | -4% | N/A | N/A |
#2 | $25.7M | 113 | 6% | N/A | N/A |
#3 | $5.8M | 32 | 7% | N/A | N/A |
#4 | $19.5M | 86 | 26% | N/A | N/A |
#5 | $5.4M | 30 | 3% | N/A | N/A |
#6 | $6M | 33 | 6% | N/A | N/A |
#7 | $6M | 33 | -20% | N/A | N/A |
#8 | $6.5M | 36 | -12% | N/A | N/A |
#9 | $8.2M | 45 | 7% | N/A | N/A |
#10 | $29.7M | 131 | 8% | 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
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Total Funding
131
Number of Employees
$29.7M
Revenue (est)
8%
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 &...
Other Companies in Bellevue
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $19M | 131 | -10% | N/A |
#2 | $19M | 131 | N/A | N/A |
#3 | N/A | 131 | 47% | N/A |
#4 | $33.3M | 131 | 5% | N/A |
#5 | $34M | 134 | 0% | N/A |