COLDSTREAM WEALTH MANAGEMENT Revenue, Growth & Competitor Profile

DBA COLDSTREAM HOLDINGS INC
DBA COLDSTREAM CAPITAL MANAGEMENT, INC.
DBA COLDSTREAM CAPITAL MANAGEMENT INC

Company Profile & Annual Report for Coldstream Wealth Management

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Coldstream Wealth Management Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	52 Finance & Insurance
Address	One - 100th Avenue Ne Suite 102 Bellevue, WA 98004 coldstream.com

Note: Revenues for privately held companies are statistical evaluations.




Coldstream Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
• What industry is the company in?

Coldstream Wealth Management Annual Revenue and Growth Rate

Coldstream Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Coldstream Wealth Management's revenues are gauged from an analysis of company filings.

Coldstream Wealth Management's Income Statement (based on Industry Averages)

	$ Millions (Industry Average)
Coldstream Wealth Management Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Coldstream Wealth Management is developing and marketing. Coldstream Wealth Management doesn't have any recent trademark applications, indicating Coldstream Wealth Management is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
SMALL FIRM VALUES. BIG FIRM REACH. Investment advising services; financial planning services	01/25/2016
COLDSTREAM investment advising services	11/24/1997

See all trademarks and details in the Full Report.

Recession Risk

Determine whether Coldstream Wealth Management grew or shrank during the last recession. This is useful in estimating the financial strength and credit risk of the company. Compare how recession-proof Coldstream Wealth Management is relative to the industry overall. While a new recession may strike a particular industry, measuring the industry and company's robustness during the last recession estimates its ability to weather future recessions.

Market Share of Coldstream Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Coldstream Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
GOVERNMENT EMPLOYEES HEALTH ASSOCIATION	Lees Summit, MO	85
CENTRUM VALLEY HOLDINGS	Clarion, IA	69
CAPITOL FEDERAL FOUNDATION	Topeka, KS	48
CIGNA GROUP	Bloomfield, CT	40
JPMORGAN CHASE BANK NATIONAL ASSOCIATION	Jersey City, NJ	32
ELEVANCE HEALTH	Indianapolis, IN	30
FEDERAL NATIONAL MORTGAGE ASSOCIATION	Washington, DC	26
CITIGROUP	Stamford, CT	25

Nearby Competitors

These companies are similar in business line and location to Coldstream Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
SYMETRA LIFE INSURANCE	Bellevue, WA	100
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 302	Bothell, WA	47
PRIME ELECTRIC	Bellevue, WA	25
MUTUAL OF ENUMCLAW INSURANCE	Enumclaw, WA	19
HEALTHCARE MANAGEMENT ADMINISTRATORS	Bellevue, WA	17
MONEYTREE	Renton, WA	17

Future Competition: Coldstream Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Coldstream Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)