Insights

Market Position Coastal Wealth operates within the financial services industry with a substantial revenue range of 250 to 500 million dollars, indicating a strong market presence and potential for cross-selling advanced financial planning tools and services.

Growth & Leadership The company has demonstrated internal growth and leadership development, exemplified by the promotion of James Madera to Managing Partner, presenting opportunities to offer leadership training, management consulting, or strategic growth solutions.

Technology Adoption With an investment in cutting-edge technology like Google Cloud and modern web tools, Coastal Wealth shows openness to digital solutions, creating opportunities for cybersecurity, client engagement platforms, or data analytics services.

Client Engagement Recent website enhancements and focus on serving individual clients suggest an emphasis on high-quality customer experience, opening doors for customer relationship management, marketing automation, or client analytics solutions.

Strategic Partnerships As part of the MassMutual Financial Group, Coastal Wealth may be interested in expanding strategic alliances, referral networks, or integration services to enhance their financial product offerings and expand their client base.

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 February 2026, Coastal Wealth has approximately 308 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 308 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