Insights

Strong Market Presence With an estimated revenue between 250 million and 500 million and a dedicated team of up to 500 employees, Coastal Wealth demonstrates a solid financial position and significant market footprint in the financial services industry, presenting opportunities for expanding financial product offerings.

Technology Adoption Coastal Wealth leverages modern technology platforms such as Google Cloud, JSON-LD, and Node.js, indicating an openness to innovative digital solutions that can improve client experience and operational efficiency, ideal for introducing advanced fintech integrations.

Strategic Leadership Recent leadership promotions like James Madera’s elevation to Managing Partner highlight a proactive management approach, which can be advantageous for engaging with decision-makers on strategic and enterprise-level financial solutions.

Brand Enhancement The launch of a revamped website in 2017 demonstrates a focus on digital presence and customer engagement, suggesting opportunities for partnerships in digital marketing, content creation, and technology-driven client outreach strategies.

Industry Positioning As part of the MassMutual Financial Group, Coastal Wealth benefits from strong brand recognition and industry credibility, making it a strategic partner for premium financial products, risk management solutions, and wealth management services tailored to high-net-worth clients.

Similar companies to Coastal Wealth

Coastal Wealth Tech Stack

Coastal Wealth uses 8 technology products and services including Section.io, RSS, Google Cloud, and more. Explore Coastal Wealth's tech stack below.

Section.io
Content Delivery Network
RSS
Content Management System
Google Cloud
Infrastructure As A Service
JSON-LD
Javascript Frameworks
FancyBox
Javascript Libraries
jQuery Migrate
Javascript Libraries
Node.js
Programming Languages
X-Content-Type-Options
Web & Portal Technology

Media & News

Coastal Wealth's Email Address Formats

Coastal Wealth uses at least 1 format(s):

Coastal Wealth Email Formats	Example	Percentage
FLast@mycoastalwealth.com	JDoe@mycoastalwealth.com	87%
First.Last@mycoastalwealth.com	John.Doe@mycoastalwealth.com	8%
FirstLast@mycoastalwealth.com	JohnDoe@mycoastalwealth.com	4%
Last@mycoastalwealth.com	Doe@mycoastalwealth.com	1%

Frequently Asked Questions

Where is Coastal Wealth's headquarters located?

Coastal Wealth's main headquarters is located at 1000 Corporate Drive, Suite 700. The company has employees across 5 continents, including North AmericaOceaniaAfrica.

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

Coastal Wealth's official website is mycoastalwealth.com and has social profiles on LinkedIn.

What is Coastal Wealth's NAICS code?

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

How many employees does Coastal Wealth have currently?

As of December 2025, Coastal Wealth has approximately 309 employees across 5 continents, including North AmericaOceaniaAfrica. Key team members include Chief Executive Officer: D. S.Chief Communications Officer: G. S.Chief Of Staff: E. S.. Explore Coastal Wealth's employee directory with LeadIQ.

What industry does Coastal Wealth belong to?

Coastal Wealth operates in the Financial Services industry.

What technology does Coastal Wealth use?

Coastal Wealth's tech stack includes Section.ioRSSGoogle CloudJSON-LDFancyBoxjQuery MigrateNode.jsX-Content-Type-Options.

What is Coastal Wealth's email format?

Coastal Wealth's email format typically follows the pattern of FLast@mycoastalwealth.com. Find more Coastal Wealth email formats with LeadIQ.

Coastal Wealth

Q: What is Coastal Wealth's official website and social media links?

Coastal Wealth's official website is mycoastalwealth.com. Coastal Wealth has social profiles on LinkedIn.

Q: How many employees does Coastal Wealth have currently?

Coastal Wealth has approximately 309 employees.

Q: What technology does Coastal Wealth use?

Coastal Wealth's tech stack includes HSTS, Google Maps, Adobe Acrobat DC, Amazon Web Services, Section.io.

Financial ServicesFlorida, United States201-500 Employees

At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don’t outlive your income, or protect your growing business, we can help you achieve your long-term financial goals.
_____

MassMutual refers to Massachusetts Mutual Life Insurance Company. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.