Insights

Strategic Acquisition Coastal Equities Inc engages in asset purchases as indicated by a notable acquisition from CoStar Group through Brixmor Property Group, suggesting a willingness to deploy capital to expand portfolio holdings.

Niche Market Focus Operating in the financial services space with a lean team and revenue in the 1M-10M range signals potential for scalable tech-enabled services, advisory solutions, and outsourced operations to support growth.

Tech Stack Leverage Current tech usage including cloud infrastructure (AWS), analytics (HubSpot), collaboration (Microsoft 365), and modern web tech (PWA, jQuery) indicates openness to data-driven sales enablement, CRM optimization, and digital client onboarding enhancements.

Growth Opportunities Relatively small headcount combined with multi-million revenue implies capacity for partnerships in back-office support, wealth management platforms, and compliance tools to scale without proportional hiring.

Market Positioning Debt-to-asset acquisition footprint and proximity to well-known financial services networks suggest opportunities for strategic alignments, co-branded product offerings, and referral-based client acquisition with larger firms.

Similar companies to Coastal Equities Inc

Coastal Equities Inc Tech Stack

Coastal Equities Inc uses 8 technology products and services including HubSpot Analytics, Amazon Web Services, Microsoft 365, and more. Explore Coastal Equities Inc's tech stack below.

Coastal Equities Inc's Email Address Formats

Coastal Equities Inc uses at least 2 email formats:
Coastal Equities Inc Email FormatsExamplePercentage
First@coastalequities.comJohn@coastalequities.com
96%
FLast@coastalequities.comJDoe@coastalequities.com
4%

Frequently Asked Questions

What is Coastal Equities Inc's phone number?

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You can contact Coastal Equities Inc's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Coastal Equities Inc's official website and social media links?

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Coastal Equities Inc's official website is coastalequities.com and has social profiles on LinkedIn.

How much revenue does Coastal Equities Inc generate?

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As of July 2026, Coastal Equities Inc's annual revenue is estimated to be $1M - $10M.

What is Coastal Equities Inc's NAICS code?

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Coastal Equities Inc's NAICS code is 52 - Finance and Insurance.

How many employees does Coastal Equities Inc have currently?

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As of July 2026, Coastal Equities Inc has approximately 1 employees across 1 continents, including North America. Key team members include Financial Advisor/Wealth Management: M. R. Explore Coastal Equities Inc's employee directory with LeadIQ.

What industry does Coastal Equities Inc belong to?

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Coastal Equities Inc operates in the Financial Services industry.

What technology does Coastal Equities Inc use?

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Coastal Equities Inc's tech stack includes HubSpot Analytics, Amazon Web Services, Microsoft 365, Font Awesome, jQuery, PWA, Ubuntu and HSTS.

What is Coastal Equities Inc's email format?

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Coastal Equities Inc's email format typically follows the pattern of First@coastalequities.com. Find more Coastal Equities Inc email formats with LeadIQ.
Coastal Equities Inc logo

Coastal Equities Inc

Financial ServicesMichigan, United States0-1 Employees

Coastal Equities Inc is a financial services company based in Midland, Michigan. It operates within the financial services sector and appears to have a small footprint. Details about its operations and staffing are limited in publicly available information.

In 2019, Coastal Equities Inc completed the purchase of a Walmart-anchored shopping center in Winchester, Tennessee, from CoStar Group. This transaction shows the firm's involvement in real estate asset transactions. Available information indicates the company maintains activity beyond Michigan, with acquisitions in other states.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • $1M - $10M

    Coastal Equities Inc's revenue is estimated to be in the range of $1M - $10M

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