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Coldstream

Bellevue, United States (US) · Finance and Banking

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Verified by Enterprise League

Data quality

Complete · Accuracy

Last verified

Jul 2026

#financial planning

#investment advisory

#tax planning

#estate planning

#risk management

#wealth management

#family wealth planning

#multi-generational planning

#insurance solutions

#settlement advisory services

Coldstream is a Finance and Banking company based in Bellevue, United States (US), founded in 1996, with 200-500 employees. Coldstream's profile is verified on Enterprise League.

Overview

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.
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Contact Details

info@coldstream.com

Bellevue, United States (US), One 100th Ave. NE, Suite 102

+7

Founded

1996

Employees

200-500

Categories

Financial Services

Keywords

#financial planning

#investment advisory

#tax planning

#estate planning

#risk management

#wealth management

#family wealth planning

#multi-generational planning

#insurance solutions

#settlement advisory services

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