Coldstream Revenue

Financial Services • Bellevue, Washington, United States • 201-500 Employees

Coldstream revenue & valuation

Annual revenue	$24,800,000
Revenue per employee	$105,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$79,100,000
Total funding	No funding

Key Contact at Coldstream

Kevin Fitzwilson

Chief Executive Officer

Mobile @coldstream.com

Company overview

Headquarters	One 100th Ave. NE, Suite 102, Bellevue, WA 98004, US
Phone number	+19072152180
Website	coldstream.com
NAICS	52
SIC	628
Keywords	Risk Management, Tax Planning, Insurance Solutions, Wealth Management, Financial Planning, Investment Advisory, Estate Planning, Multi-Generational Planning, Employer Sponsored Retirement Plans, Endowments And Foundations, Family Wealth Planning, Settlement Advisory Services, Retirement Plan Services
Founded	1996
Employees	201-500
Socials

Coldstream Email Formats

Coldstream uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@coldstream.com), used 78.8% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@coldstream.com	78.8%
{first name}.{last name}	john.doe@coldstream.com	16.7%
{first name}	john@coldstream.com	1.3%

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. © 2025 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.

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Manager

Entry

Senior

Employees by Department

Coldstream has 97 employees across 11 departments.

Departments

Number of employees

Funding Data

Coldstream has never raised funding before.

Coldstream Tech Stack

Discover the technologies and tools that power Coldstream's digital infrastructure, from frameworks to analytics platforms.

Ninja Forms

Form builders

Marionette.js

JavaScript frameworks

Underscore.js

JavaScript libraries

Vimeo

Video players

PWA

Miscellaneous

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

Twitter Ads

Advertising

Salesforce Marketing Cloud Account Engagement

Marketing automation

Twitter Emoji

Font scripts

Frequently asked questions

Coldstream is located in Bellevue, Washington, US.

You can reach Coldstream at +19072152180.

Coldstream generates an estimated annual revenue of $24,710,475. This revenue figure reflects the company's market position and business performance in its industry.

Coldstream has an estimated valuation of $79,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Coldstream was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.

Coldstream has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Coldstream

Kevin Fitzwilson

Chief Executive Officer

Mobile @coldstream.com

4.8

40,000 users