Alternatives to Coastline Wealth Management
Coastline Wealth Management is a Financial Services tool: a financial services firm focused on wealth management that has rapidly grown through acquisitions and secured significant financing. Here are the 60 closest alternatives, compared on pricing, features and what real users say.
Coastline Wealth Management profileMore Financial Services alternatives
The 20 closest Financial Services companies to Coastline Wealth Management
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Prime Capital Financial58Financial ServicesOverland Park, USA$600.0MA financial firm receiving significant hybrid capital from Carlyle.
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Old Mutual32Financial ServicesJohannesburg, South Africa$5.7MA leading financial services group offering insurance, savings, investments, and banking across Africa.
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Quilter50FintechLondon, United Kingdom$725.0MFinancial planning and investment management platform for individuals and financial advisors.
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Everion7Financial ServicesFinancial solutions for life insurance, wealth building, retirement planning, and financial education.
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Sun Life18Financial ServicesToronto, Canada$549.0MCanadian financial services company offering insurance, wealth, and asset management solutions globally.
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White Oak Global Advisors58Financial ServicesSan Francisco, USA$547.0MA global investment firm providing capital solutions to businesses.
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Overbay Capital Partners55Financial ServicesToronto, Canada$63.0MAlternative asset manager focused on the secondaries market.
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Prismic Life Holding Company48Financial ServicesHamilton, Bermuda$1.9BA reinsurance company backed by Prudential Financial and Warburg Pincus.
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Dynasty Financial Partners48Financial ServicesSt. Petersburg, USA$100.0MA financial services company providing a platform and services for independent financial advisors.
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The Globe Resources Group47Financial ServicesWichita, United States$117.5MFamily office owner of GeoWealth.
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Morningstar46Financial ServicesChicago, USA$63.0MFinancial services firm providing investment research and management.
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Axonic Capital44Financial ServicesNew York, USA$112.0MAlternative investment management firm specializing in structured credit and real estate debt.
- RIRise Growth Partners42Financial ServicesSt. Petersburg, USA$63.0M
A private equity firm focused on investing in and growing independent registered investment advisors (RIAs).
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Pontera62FintechNew York, United States$152.3MPontera is a fintech company that enables financial advisors to manage and trade clients' held-away accounts like 401(k)s and HSAs.
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A global, private, employee-owned investment management firm serving institutional and private clients worldwide.
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Nutmeg60FintechUnited Kingdom$69.3MA financial advice startup.
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Sanlam23Financial ServicesBellville, South AfricaDiversified financial services group operating across Africa, Europe, and Asia.
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Brevet Capital Management36Financial ServicesNew York, USA$150.0MA private credit investment firm.
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Cyndeo Wealth Partners35Financial ServicesSt. Petersburg, USA$63.0MIndependent registered investment advisor (RIA) focused on wealth management.
- Website Kotakbank20Financial Services
Indian banking and financial services group offering a wide range of solutions across customer and geographic segments.
Showing the 20 closest matches. See the rest on the Coastline Wealth Management profile.
Compare Coastline Wealth Management head to head
Side by side on what each one does, what it costs, and what real users report.