Insights

Financial Stability With an impressive revenue range of 250 to 500 million dollars, Coastal Wealth demonstrates strong financial health, indicating potential for expanding service offerings and deepening client relationships.

Technological Edge The company's use of advanced tech stack components like Google Cloud, JSON-LD, and Node.js suggests a commitment to digital innovation, providing opportunities to offer modern financial solutions and enhance client engagement through technology.

Market Position As part of the MassMutual Financial Group with a sizable team of over 200 employees, Coastal Wealth has established a significant market presence that can be leveraged to cross-sell wealth management and insurance products.

Leadership Growth Recent leadership promotion, such as James Madera to Managing Partner, indicates ongoing strategic growth and stability, opening avenues for tailored executive-level financial services and advisory solutions.

Digital Engagement The launch of a new website in late 2017 reflects a focus on enhancing customer experience through cutting-edge technology, presenting opportunities to provide digital marketing, client onboarding, or wealth management tools that align with their digital-first approach.

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 Fort Lauderdale, Florida 33334 United States. 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 March 2026, Coastal Wealth has approximately 305 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 305 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.
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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.

Company Overview

Headquarters: 1000 Corporate Drive Suite 700 Fort Lauderdale, Florida 33334 United States
Website: mycoastalwealth.com
NAICS Code: 52 - Finance and Insurance
Employees: 201-500