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Coldstream Wealth Management

Wealth Management Means: Peace of Mind

Founded 1996 United States Bellevue, United States 130 employees Finance, Financial Services

2

Total Investments

2

Portfolio Companies

-

Exits

2

Industries

General Information

Industries Finance, Financial Services

Company Overview

Founded 1996
Employees 130
Location United States Bellevue, United States
Website coldstream.com

About Coldstream Wealth Management

Coldstream is an employee-owned wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”

Recent Investments (2)

View All
Company Stage Amount Date
Series D •••••• Jan 2012
Series A •••••• Jul 2000

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