Company intelligence
Coldstream
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. © 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.
Verified activity
Signals from Coldstream
8 published signals
People
Coldstream completed an engagement for Coldstream Capital Partners
Reported by Coldstream
Operations & Supply
Coldstream closed its office on Monday, September 7th in observance of Labor Day.
Reported by Coldstream
Operations & Supply
Coldstream helped construct a tiny home at The Hope Factory for Sound Foundations NW, filling its walls with messages of encouragement and hope for future residents.
Reported by Coldstream
Research & Knowledge
Coldstream published a financial planning document detailing a 5-year timeline for successfully transitioning clients from a G1 advisor to a G2 advisor.
Reported by Matt Sonnen
Presence & Recognition
Coldstream featured Giselle Crout from Corvus Wealth Advisors and Brent Lee of Dodds Wealth discussing the challenges of managing the critical growth stage that RIAs hit at around $1 billion in AUM in Episode 90 of The COORoundtable
Reported by Matt Sonnen
People
Coldstream welcomed Megan Hannah, CFA as the new Chief Client Experience Officer to lead the firmwide client experience strategy.
Reported by Coldstream
People
Coldstream appointed Ian Curtiss to lead the Wealth Strategy Group to continue investing in talent development and succession planning during growth.
Reported by Coldstream
People
Coldstream employee Janice Tina Dsilva earned her Certified Financial Planner (CFP) designation after completing a rigorous commitment to ensure candidates are highly qualified to develop holistic financial plans.
Reported by Coldstream