COLDSTREAM
Coldstream is an independent wealth management firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high net worth individuals and families. The company also designs and advises on pension and profit-sharing plans, wealth planning services unique to an injury settlement, and manage portfolios for charitable organizations and corporations. It was founded in 1996 and headquartered in Bellevue, Washington.
COLDSTREAM
Industry:
Finance Financial Services
Founded:
1996-01-01
Status:
Active
Contact:
206.281.7700
Email Addresses:
[email protected]
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Founder
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2012-01-01 | WorldMate | Coldstream investment in Series D - WorldMate | 2.8 M USD |
| 2000-07-25 | Markette | Coldstream investment in Series A - Markette | 1.6 M USD |