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.

A global investment firm providing capital solutions to businesses.

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

Alternative asset manager focused on the secondaries market.

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

A reinsurance company backed by Prudential Financial and Warburg Pincus.

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.

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

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

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

Capital markets-oriented growth strategy with a focus on real assets.