Alternatives to Coastline Wealth Management

A financial firm receiving significant hybrid capital from Carlyle.

A leading financial services group offering insurance, savings, investments, and banking across Africa.

Financial planning and investment management platform for individuals and financial advisors.

Financial solutions for life insurance, wealth building, retirement planning, and financial education.

Canadian financial services company offering insurance, wealth, and asset management solutions globally.

A global investment firm providing capital solutions to businesses.

Alternative asset manager focused on the secondaries market.

A reinsurance company backed by Prudential Financial and Warburg Pincus.

A financial services company providing a platform and services for independent financial advisors.

Family office owner of GeoWealth.

Financial services firm providing investment research and management.

Alternative investment management firm specializing in structured credit and real estate debt.

Pontera is a fintech company that enables financial advisors to manage and trade clients' held-away accounts like 401(k)s and HSAs.

A global, private, employee-owned investment management firm serving institutional and private clients worldwide.

A financial advice startup.

Diversified financial services group operating across Africa, Europe, and Asia.

A private credit investment firm.

Independent registered investment advisor (RIA) focused on wealth management.

Indian banking and financial services group offering a wide range of solutions across customer and geographic segments.

AI-driven portfolio intelligence for institutional investors, offering solutions for portfolio optimization and risk management to asset and wealth managers and family offices.

Intuit is a global financial technology company providing software and services for consumers and small businesses.

A leading UK-based challenger bank offering a mobile-first banking experience.

BondIT provides fixed-income investment managers with a SaaS platform for data-driven portfolio construction, optimization, and analysis.

A leading mutual life insurance company offering a wide range of financial security and investment solutions.

The AI infrastructure for company research.

A multinational financial services corporation providing a wide range of investment products, wealth management, and retirement planning services.

The all-in-one platform for company capitalization.

Quantexa provides a contextual decision intelligence platform.

Retirement portfolio optimization and future planning platform for individuals.

A financial services group committed to innovation and community.

Colorado-based registered investment advisor specializing in tax-efficient retirement and asset protection strategies using Installment Sale Trusts.

AI infrastructure for financial services compliance.

Morgan Stanley's online resource for financial advisors and wealth management professionals.

AI-driven map of the global economy for financial institutions.

AI-native private markets tax data platform.

A full-service global rating agency.

AI-driven personalized financial planning and investment management.

Gigacover provides flexible and affordable insurance and healthcare products for freelancers and SMEs.

AI-native loan origination system helping credit unions and banks replace legacy software.

Provides equipment financing solutions.

Financial services platform specializing in cohort financing and market intelligence for consumer applications.

AI-powered regulatory intelligence for financial services.

Agentic commerce platform enabling AI agents for payments, identity, and services.

A SPAC combining with a developer of micro-modular nuclear reactor technology.

An AI partner for financial advisers.

Commercial real estate investment and asset management platform.

A private market lender providing flexible capital solutions.

AI Decision Intelligence Platform for Modern Finance Teams

A community-focused bank preparing for its IPO.

A financial services company focused on life insurance and retirement solutions.

Automating KYC and AML workflows using AI agents.

Financial wellness and investment platform for women, focused on closing the gender pay gap.

One of Canada's largest defined benefit pension plans for Ontario municipal employees.

A commodity futures exchange and clearinghouse.

A digital engagement platform for collection agencies.

A leading global investment bank and financial services company headquartered in Frankfurt, Germany.

Fee-only fiduciary financial advisors specializing in comprehensive planning and digital asset investments.

A digital asset services firm providing market making, asset management, and options trading.