Top 10 Investment Management Companies in Bellevue

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Below is the list of Top 10 Investment Management Companies in Bellevue ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Bellevue

1. Coldstream Wealth Management

Industry: Investment Management

Location: Bellevue, Washington

Website: coldstream.com

Company Founded: 1996

Company Size: 51-200

Company Address: 1 100th Avenue Northeast, Bellevue, Washington, United States

Coldstream Wealth Management Contact Details

Name Title LinkedIn Phone Email
Kurt Biederman Relationship Manager - Shareholder
Jeff Skall Business Development Manager
George Pierce Relationship Manager
Dan Figiliola Principal
Detlef Schrempf Director Of Business Development
Requires/Intent
Compliance & Risk Management
IT Support
FinTech Solutions For Investment Firms
and more

2. The Pacific Financial Group, Inc.

Industry: Investment Management

Location: Bellevue, Washington

Website: tpfg.com

Company Founded: 1984

Company Size: 51-200

Company Address: 11624 Southeast 5th Street, Bellevue, Washington, United States

The Pacific Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Megan Meade Chief Executive Officer
Jeremy Roney Assistant Vice President
Suhn Kauh Operations Analyst
Michael Van Sant Director Of Wealth Management
Requires/Intent
CRM Systems
ESG Investing & Impact Analysis
HR & Payroll Services
and more

3. Rotella Capital Management

Industry: Investment Management

Location: Bellevue, Washington

Website: rotellacapital.com

Company Founded: 1995

Company Size: 11-50

Company Address: 800 Bellevue Way Northeast, Bellevue, Washington, United States

Rotella Capital Management Contact Details

Name Title LinkedIn Phone Email
Kelly Fetzer General Counsel
Raj Bhatia Chief Technology Officer At Rotella Capital Management
Jeff Zimniewicz Director - Trading Technology
Luciana Christensen Director Of Operations
Requires/Intent
IT Support
Digital Marketing
and more

4. Cornerstone Advisors, Inc. (bellevue, Wa)

Industry: Investment Management

Location: Bellevue, Washington

Website: buildbeyond.com

Company Founded: 1984

Company Size: 51-200

Company Address: 225 108th Avenue Northeast, Bellevue, Washington, United States

Cornerstone Advisors, Inc. (bellevue, Wa) Contact Details

Name Title LinkedIn Phone Email
John Canorro Managing Director, Operational Due Diligence
Emilie Padgett Client Management Associate
Requires/Intent
Hedge Fund Strategies
Digital Marketing
High-Frequency Trading Solutions
AI-Powered Financial Forecasting
and more

5. Blackcrane Capital, Llc

Industry: Investment Management

Location: Bellevue, Washington

Website: blackcranecap.com

Company Founded: 2012

Company Size: 11-50

Company Address: 11811 Northeast 1st Street, Bellevue, Washington, United States

Blackcrane Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Abhishek Kumar Investor
Requires/Intent
Public Relations
FinTech Solutions For Investment Firms
and more

6. Hillstone Capital

Industry: Investment Management

Location: Bellevue, Washington

Website: hillstone.capital

Company Founded: 2016

Company Size: 11-50

Company Address: 10900 Northeast 4th Street, Bellevue, Washington, United States

Hillstone Capital Contact Details

Name Title LinkedIn Phone Email
Cliff Sullivan Regional Development Manager
Requires/Intent
Cloud Hosting
Automation
ERP Solutions
Private Wealth Management
and more

7. Mountain Pacific Group

Industry: Investment Management

Location: Bellevue, Washington

Website: mountainpacificgroup.com

Company Size: 11-50

Mountain Pacific Group Contact Details

Name Title LinkedIn Phone Email
Quinn Kilgrow Project Manager
Requires/Intent
ESG Investing & Impact Analysis
AI
Smart Contracts For Investment
Web Development
and more

8. Bellevue Financial

Industry: Investment Management

Location: Bellevue, Washington

Website: bellyes.com

Company Size: 1-10

Company Address: 12360 Northeast 8th Street, Bellevue, Washington, United States

Bellevue Financial Contact Details

Name Title LinkedIn Phone Email
Brian Megley Investment Advisor And President
Requires/Intent
AI-Powered Financial Forecasting
AI Chatbots
and more

9. Fortune Management Group

Industry: Investment Management

Location: Bellevue, Washington

Website: fortunemanage.com

Company Founded: 1993

Company Size: 11-50

Company Address: 2275 116th Avenue Northeast, Bellevue, Washington, United States

Fortune Management Group Contact Details

Name Title LinkedIn Phone Email
Randy Grotem Senior Vice President Of Employee Benefits
Requires/Intent
Alternative Investment Consulting
HR & Payroll Services
Cloud Hosting
and more

10. Innovative Investing Group, Inc.

Industry: Investment Management

Location: Bellevue, Washington

Website: iigforyou.com

Company Founded: 2019

Company Size: 51-200

Company Address: 14040 Northeast 8th Street, Bellevue, Washington, United States

Innovative Investing Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Hima Pasumarthi Lead Operations Officer
Requires/Intent
FinTech Solutions For Investment Firms
AI
and more
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Bellevue Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Kurt Biederman Coldstream Wealth Management Relationship Manager - Shareholder
2 Jeff Skall Coldstream Wealth Management Business Development Manager
3 George Pierce Coldstream Wealth Management Relationship Manager
4 Dan Figiliola Coldstream Wealth Management Principal
5 Detlef Schrempf Coldstream Wealth Management Director Of Business Development
6 Megan Meade The Pacific Financial Group, Inc. Chief Executive Officer
7 Jeremy Roney The Pacific Financial Group, Inc. Assistant Vice President
8 Suhn Kauh The Pacific Financial Group, Inc. Operations Analyst
9 Michael Van Sant The Pacific Financial Group, Inc. Director Of Wealth Management
10 Kelly Fetzer Rotella Capital Management General Counsel
11 Raj Bhatia Rotella Capital Management Chief Technology Officer At Rotella Capital Management
12 Jeff Zimniewicz Rotella Capital Management Director - Trading Technology
13 Luciana Christensen Rotella Capital Management Director Of Operations
14 John Canorro Cornerstone Advisors, Inc. (bellevue, Wa) Managing Director, Operational Due Diligence
15 Emilie Padgett Cornerstone Advisors, Inc. (bellevue, Wa) Client Management Associate
16 Abhishek Kumar Blackcrane Capital, Llc Investor
17 Cliff Sullivan Hillstone Capital Regional Development Manager
18 Quinn Kilgrow Mountain Pacific Group Project Manager
19 Brian Megley Bellevue Financial Investment Advisor And President
20 Randy Grotem Fortune Management Group Senior Vice President Of Employee Benefits
21 Hima Pasumarthi Innovative Investing Group, Inc. Lead Operations Officer

Investment Management companies in different cities of Washington

No. Industry Number of Contacts Download
1 Investment Management Companies in Seattle 3192
2 Investment Management Companies in Vancouver 1176