Coldstream is a wealth management firm specializing in personalized financial services for high-net-worth individuals, families, and organizations. Founded in 1996 and headquartered in Bellevue, Washington, the firm offers customized portfolio management, sophisticated financial planning, and tailored client services. Coldstream's expertise extends to pension and profit-sharing plans, injury settlement wealth planning, and portfolio management for charitable organizations and corporations.
The firm's approach emphasizes personalized solutions, simplifying complex financial processes for clients. Coldstream's services encompass wealth management, endowments and foundations, and risk management. While primarily focused on wealth management, Coldstream has made a venture investment in Markette, demonstrating a willingness to engage in strategic investment opportunities outside its core business.
Coldstream - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Top Investment Stages
Series A1 (100.0%)
Stage Mix
Series A 100%
Concentration shown as share of disclosed investments by stage.
