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CoastalOne Logo
CoastalOne Growth Score
81
CB Rank
726804
Heat Score
35
CoastalOne is an RIA/BD firm that offers marketing programs, brand identity strategy and investment support to financial professionals.
Founded
obfuscation
Private Wilmington, Delaware, United States11-50 www.coastal-one.com/
Brand Marketing
Financial Services
Wealth Management
Overview

CoastalOne
Growth Score
81
Heat Score
35

Growth Score81
-3 pts
in past quarter
Heat Score 35
5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
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About CoastalOne

CB Rank
726804
CoastalOne is an RIA/BD firm that offers marketing programs, brand identity strategy and investment support to financial professionals.
Founded
obfuscation
Private Wilmington, Delaware, United States11-50 www.coastal-one.com/
Brand Marketing
Financial Services
Wealth Management

Key People

Details

Legal Name Coastal Equities, Inc.
Also Known As Coastal Investment Advisors, Inc.
Operating Status Active
Company Type For Profit
Phone Number +1 888-657-5200
Contact Email info@coastal-one.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

RIA/BD Firm Services
Provides regulatory compliance and brokerage services to financial professionals, supporting their investment and advisory activities.
Marketing Programs for Financial Professionals
Offers structured marketing support to financial advisors to help them develop and implement marketing strategies.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 3 Contacts 67

Employee Profiles

News

News and Press

News•Sep 5, 2023
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News•Jun 12, 2023
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$211.8KThis year, CoastalOne is projected to spend $211.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Mobile App Advertising Performance Logo
Mobile App Advertising Performance
90
Voice API Logo
Voice API
88
App Analytics Companies Logo
App Analytics Companies
88

Active Website Tech Count

5CoastalOne is actively using 5 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m, Euro, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is CoastalOne's headquarters? CoastalOne is located in Wilmington, Delaware, United States.Who are CoastalOne's competitors? Alternatives and possible competitors to CoastalOne may include Raymond James, LPL Financial, and  Cambridge Investment Research.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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