Coastal Wealth
Likely to Engage tag.Highly Engaged Employees

Finance · Florida, United States · 201-500 Employees

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Overview

Headquarters

1000 Corporate Dr Ste 700, Fort Lauderda...

Phone Number

(561) 207-2300

Revenue

$154.7 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
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Apr
May
Jun
ZI Rank
3
2
3
2
3
2

About Coastal Wealth

Coastal Wealth is a wealth management firm providing financial planning services with many locations throughout Florida. Coastal Wealth is headquartered in Fort Lauderdale, Florida.Explore more
Coastal Wealth's Social MediaPopular SearchesMy Coastal WealthCoastal Wealthmycoastalwealth.comCoastal Wealth Property and CasualtyCoastal Wealth LLCSIC Code 62,628NAICS Code 52,523Show more

Coastal Wealth Org Chart

PhoneEmail
MB
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Chief of Staff II

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CC
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Chief of Staff

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SW
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The Chief of Staff (South)

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ES
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Chief of Staff

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KA
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The Chief of Staff (North)

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IS
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President, International Markets

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Grace Staten, Chief Communications Officer at Coastal Wealth
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Chief Communications Officer

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MO
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Managing Director - Market Leader

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RP
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Senior VP

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TH
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Vice President

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NT
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Group Vice President, Planning Solutions

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Compare Similar Companies to Coastal Wealth

Compare insights from companies similar to Coastal Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Coastal Wealth

$154.7M
201-500
Private
-
2009
MB
Maria BuenoChief of Staff II
$51.6M
51-200
Private
-
2001
JG
Jacquelyn GallagherDirector, Operations
$30.1M
51-200
Private
-
2001
$24.6M
51-200
Private
-
1978
ED
Eric DarePresident and CEO
$10.2M
51-200
Private
-
1898
Chad Kolde, Chief Financial Officer & Chief Operating Officer at Bartlett & Co.
Chad KoldeChief Financial Officer & Chief Operating Officer
$9.8M
51-200
Private
-
1995
$5.6M
51-200
Private
-
1996
Charles Parks, President, Chief Executive Officer at XXI Financial
Charles ParksPresident, CEO
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Coastal Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Coastal Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Coastal Wealth.

Coastal Wealth Tech Stack

A closer look at the technologies used by Coastal Wealth

Most Recent Scoops

Event
Product Marketing, Events, Sales, Software, Field /Outside Sales, Artificial Intelligence, Field Marketing, Finance, Industry Software, Risk
Person-Based
Financial Planning, Consumer Finance, Finance, Risk
Hiring Plans
Coastal Wealth has more open roles in Finance than it has had at any time in the past 12 months.
Hiring Plans
Person-Based
Award
Award, Employee Relations, Company Culture & Policy, Diversity & Inclusion, HR Operations
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Coastal Wealth News & Media

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Top Finance Companies

Frequently Asked Questions Regarding Coastal Wealth

What is Coastal Wealth's official website?
Coastal Wealth's official website is www.mycoastalwealth.com
What is Coastal Wealth's Revenue?
Coastal Wealth's revenue is $154.7 Million
What is Coastal Wealth's SIC code?
Coastal Wealth's SIC: 62,628
What is Coastal Wealth's NAICS code?
Coastal Wealth's NAICS: 52,523
How many employees does Coastal Wealth have?
Coastal Wealth has 201-500 employees
What industry does Coastal Wealth belong to?
Coastal Wealth is in the industry of: Finance, Securities Trading
What is Coastal Wealth competition?
Coastal Wealth top competitors include: XXI Financial, HBKS Wealth Advisors, Bartlett & Co., Strategic Financial Partners
What technology does Coastal Wealth use?
Some of the popular technologies that Coastal Wealth uses are: Freshservice, Zingfit, WordPress.org, iCIMS
How do I contact Coastal Wealth?
Coastal Wealth contact info: Phone number: (561) 207-2300 Website: www.mycoastalwealth.com
What does Coastal Wealth do?

Coastal Wealth is a wealth management firm providing financial planning services with many locations throughout Florida. Coastal Wealth is headquartered in Fort Lauderdale, Florida.... Read More

What are Coastal Wealth social media links?
Coastal Wealth Linkedin page Coastal Wealth Twitter page Coastal Wealth Facebook page
Is Coastal Wealth a public company?
Coastal Wealth is private company therefore does not currently have an official ticker symbol
See more information about Coastal Wealth

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