About
Coastline Wealth Management is an independent wealth management platform that provides comprehensive financial planning, investment management, and retirement strategies to individuals, families, business owners, and institutions across the U.S. The firm has experienced substantial growth through a strategy of acquiring established financial advisors and wealth management practices, while also investing in its advisor platform and technology.
Key facts
At-a-glance profile data
- Website
- coastlinewealth.com
- Headquarters
- Port Jefferson, United States
- Founded
- 2012
- Total funding
- $100M (Debt)
- Business model
- B2B2C
Funding rounds
| Date | Round | Amount | Lead investors |
|---|---|---|---|
| 20 Aug 2026 | Debt | $100M | Brightwood Capital Advisors |
Tech stack
Detected on coastlinewealth.com, last scanned 7 Sept 2026. Run your own scan
- CDN
- Cloudflare
- Hosting
- AWS
- Email provider
- Microsoft 365
- Email marketing
- Mailgun
Frequently asked
What is Coastline Wealth Management's Effective Domain Rating?
StartupHub's Effective Domain Rating for Coastline Wealth Management is 50 out of 100, measuring real cross-surface visibility in search engines and AI answers rather than claimed link authority. That is underrated against its Ahrefs Domain Rating of 22, meaning it surfaces in search and AI results more than its claimed authority alone would suggest.
Is Coastline Wealth Management trustworthy and reputable?
StartupHub's Data Trust & Reputation score for Coastline Wealth Management is 85 out of 100, based on site security posture and privacy practices.
How much funding has Coastline Wealth Management raised?
Coastline Wealth Management has raised a total of $100M in funding. The most recent round on record is Debt.