Coldstream Wealth Management competitors

Zippia score 3.8

Competitor Summary. See how Coldstream Wealth Management compares to its main competitors:

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Coldstream Wealth Management vs competitors

Company	Founding date	Zippia score	Headquarters	# of Locations	Revenue	Employees
Coldstream Wealth Management	1996	3.8	Bellevue, WA	1	$7.5M	35
Fayez Sarofim & Co.	-	3.9	Houston, TX	1	-	-
America Home Mortgage Corporation, Inc.	-	4.3	Atlanta, GA	1	$1.0B	7,500
GWG Holdings	2006	4.5	Minneapolis, MN	2	$124.4M	160
TJM Investment	-	4.5	Chicago, IL	1	$90.0M	176
MidAmerica	1995	4.0	Lakeland, FL	1	$17.8M	125
First Round	2004	4.3	San Francisco, CA	1	$8.4M	279
Newfirst National Bank	-	4.1	El Campo, TX	6	$24.0M	95
NATIONS COMPANIES	1989	4.8	Prairie Village, KS	1	$28.0M	100
Mid Atlantic Resource Group	1975	4.0	Belmar, NJ	1	$6.1M	125
Capitol Financial Solutions	2001	3.2	Raleigh, NC	1	$450,000	50
Discus Holdings	2013	3.9	-	1	$1.4M	30
Siebert	1886	3.8	New York, NY	15	$106.4M	125
Lighthouse Financial Network	2008	4.1	Melville, NY	1	$4.3M	37
Champion Mortgage Holdings Corp.	1919	4.7	Parsippany-Troy Hills, NJ	1	$15.0M	50
Charter Oak Equity	1992	3.6	Westport, CT	1	-	7
CIC	1859	4.2	Indianapolis, IN	1	$390,000	2
DNB First	1860	4.4	Downingtown, PA	3	$51.4M	156
Better	2014	4.5	New York, NY	1	$260.0M	8,748
Brightwell Payments	2001	4.1	Atlanta, GA	1	$16.9M	101
The Numbers	1997	3.9	San Diego, CA	1	$2.6M	10

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Coldstream Wealth Management salaries vs competitors

Compare Coldstream Wealth Management salaries vs competitors

Company	Average salary	Hourly salary	Salary score
Coldstream Wealth Management	$62,974	$30.28	-

Compare Coldstream Wealth Management job title salaries vs competitors

Company	Highest salary	Hourly salary
Coldstream Wealth Management	$80,703	$38.80
Better	$86,341	$41.51
Champion Mortgage Holdings Corp.	$85,143	$40.93
First Round	$84,213	$40.49
MidAmerica	$79,922	$38.42
Mid Atlantic Resource Group	$79,073	$38.02
America Home Mortgage Corporation, Inc.	$78,093	$37.54
Discus Holdings	$77,793	$37.40
Lighthouse Financial Network	$76,907	$36.97
Brightwell Payments	$76,760	$36.90
NATIONS COMPANIES	$76,320	$36.69
TJM Investment	$75,640	$36.37
Charter Oak Equity	$75,209	$36.16
Capitol Financial Solutions	$73,974	$35.56
Siebert	$73,828	$35.49
CIC	$71,938	$34.59
The Numbers	$71,766	$34.50
Newfirst National Bank	$65,359	$31.42
DNB First	$63,548	$30.55
GWG Holdings	$60,713	$29.19

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Coldstream Wealth Management jobs

Coldstream Wealth Management demographics vs competitors

Compare gender at Coldstream Wealth Management vs competitors

Job title	Male	Female
Capitol Financial Solutions	56%	44%
CIC	57%	43%
NATIONS COMPANIES	59%	41%
DNB First	59%	41%
GWG Holdings	68%	32%
Coldstream Wealth Management	-	-

Male

Female

100%

75%

50%

25%

Coldstream Wealth Management

GWG Holdings

DNB First

NATIONS COMPANIES

CIC

Capitol Financial Solutions

25%

50%

75%

100%

Compare race at Coldstream Wealth Management vs competitors

Company	White	Hispanic or Latino	Black or African American	Asian	Unknown	Diversity score
DNB First	68%	13%	12%	5%	2%	9.7
GWG Holdings	59%	20%	10%	8%	3%	9.5
NATIONS COMPANIES	58%	17%	12%	8%	5%	9.5
CIC	58%	19%	11%	8%	4%	10.0
Capitol Financial Solutions	57%	13%	16%	9%	6%	7.2
Mid Atlantic Resource Group	59%	12%	17%	8%	4%	9.3

Coldstream Wealth Management and similar companies CEOs

CEOBio

William Hieb

DNB First

William Hieb, 63, has served as director of S&T since 2019. He previously served as the President and Chief Executive Officer of DNB Financial Corporation (DNB), the holding company for DNB First, N.A. since April 2016 until it was acquired by S&T in November 2019. He was a director of DNB Financial Corporation since 2005 and a Director of DNB First, N.A. since 2004. Mr. Hieb served as President and Chief Risk & Credit Officer of DNB from April 2011 to January 2016. Prior to that, Mr. Hieb served as President and Chief Operating Officer of DNB from January 2005 to April 2011. Mr. Hieb is a Board Member of the Business Leadership Organized for Catholic Schools and West Chester University's President's Corporate Advisory Council. Mr. Hieb has previously served on the board of directors for the Chester County Chamber of Business and Industry, the Chester County Historical Society, the Chester County Economic Development Council, the Chester County Chamber of Business and Industry Foundation, the Downingtown Area School District Education Foundation, the Pennsylvania Bankers Association, and The Housing Partnership of Chester County. Mr. Hieb’s knowledge and experience in commercial banking, including lending, credit administration, wealth management, risk management and operations during his career strengthens the Board's collective qualifications, skills and experience and qualifies him to serve on the S&T Board.

Murray T. Holland

GWG Holdings

Murray has worked as Chief Executive Officer at CONVERGENT; Interim Chief Executive Officer at GWG HOLDINGS, INC.; and Managing Director at MHT Partners. He studied at University of Virginia and Washington and Lee University.

Mr. Guy F. Stovall III

Newfirst National Bank

Mr. Guy F. Stovall III is a Chief Executive Officer at NEWFIRST NATIONAL BANK and is based in United States.

Isabelle Bourgade

CIC

William Gentry Lee

Fayez Sarofim & Co.

Gentry Lee are a Chief Executive Officer at Fayez Sarofim & Co. and are based in Houston, Texas. They studied at St. John's College between 1978 and 1990, Harvard Business School between 1996 and 1998, and Vanderbilt University between 1990 and 1994.

Robert Turner

Capitol Financial Solutions

William Surin

TJM Investment

Larry Hipp

Brightwell Payments

Larry Hipp is the Chief Executive Officer at Brightwell. Larry Hipp attended University of Tampa - John H. Sykes College of Business.

Cmfc Athan Vorilas Clu, Cltc

Lighthouse Financial Network

Charles Hung Lin

First Round

Charles Hung Lin works at First Round Capital and a Chief Executive Officer at First Round Capital and is based in Costa Rica.