73
70
Growth Score
-18 pts
Heat Score
1 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Coldstream is an independent wealth management firm providing customized portfolio management, sophisticated financial planning.
- Roger Reynolds: Partner and Co-Founder
About the Company
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.
