# Coastline Wealth Management

**Source:** https://www.startuphub.ai/startups/coastline-wealth-management
**Profile type:** Startup

> A financial services firm focused on wealth management that has rapidly grown through acquisitions and secured significant financing.

## 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

- **Slug:** coastline-wealth-management
- **Website:** http://www.coastlinewealth.com/
- **Location:** Port Jefferson, United States
- **Founded:** 2012-01-01
- **Operating status:** Active
- **Total funding:** $100M
- **Sectors / tags:** Financial Services, Wealth Management, Asset Management, Investment Management, Financial Planning, Retirement Planning, Acquisition Strategy, Advisor Platform, Fintech

## Frequently asked

### What does Coastline Wealth Management do?

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.

### 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.

### What is Coastline Wealth Management's revenue?

StartupHub estimates Coastline Wealth Management's annual revenue at $55.4M (range $24.9M to $114.9M, 29% confidence), based on comparable companies in the sector.

### What is Coastline Wealth Management's valuation?

StartupHub estimates Coastline Wealth Management's effective valuation at $376.0M (range $250.0M to $600.0M, 25% confidence), based on comparable companies in the sector.

### 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.

### Where is Coastline Wealth Management headquartered?

Coastline Wealth Management is headquartered in Port Jefferson, United States.

### When was Coastline Wealth Management founded?

Coastline Wealth Management was founded in 2012.

### What industry does Coastline Wealth Management operate in?

Coastline Wealth Management operates in Financial Services, Wealth Management, Asset Management, Investment Management, Financial Planning, Retirement Planning.

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