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CoastalOne Employee Directory

Financial ServicesDelaware, United States11-50 Employees

CoastalOne operates in the financial services sector and is based in Wilmington, Delaware. The company describes itself as Realta, a wealth management partner that provides capabilities and community to support accomplished advisors in growing on their own terms. Its platform appears to serve independent or hybrid advisory firms, combining broker/dealer and RIA elements to assist advisors with growth and practice management.

Find CoastalOne employees' phone numbers or email addresses

CoastalOne Global Highlights

Location
Employees

North America
48

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  • United States Of America
    48

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

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  • New Zealand
    1

CoastalOne's Leadership

  • Chief Executive Officer at CoastalOne
    K. K.
    Chief Executive Officer
    Mobile Phone
  • Chief Executive Officer at CoastalOne
    A. B.
    Chief Executive Officer
    Mobile Phone
  • Chief Technology Officer at CoastalOne
    K. F.
    Chief Technology Officer
    Mobile Phone
  • Chief Growth Officer at CoastalOne
    M. R.
    Chief Growth Officer
    Mobile Phone
  • Vp , Marketing And Communications at CoastalOne
    M. A.
    Vp , Marketing And Communications
    Mobile Phone
  • Vice President at CoastalOne
    M. H.
    Vice President
    Mobile Phone
  • Director Digital Communications at CoastalOne
    D. H.
    Director Digital Communications
    Mobile Phone
  • Brokerage Manager at CoastalOne
    B. M.
    Brokerage Manager
    Mobile Phone

CoastalOne Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Finance
  • Information Technology
  • Sales
  • Other

Contact profiles from CoastalOne

Name
Title
Contact
Location
Last Update
  • Chief Technology Officer at CoastalOne
    K. F.
    Chief Technology Officer
    Mobile Phone
    Mar 11, 2025
  • Chief Executive Officer at CoastalOne
    K. K.
    Chief Executive Officer
    Mobile Phone
    Nov 22, 2024
  • Chief Growth Officer at CoastalOne
    M. R.
    Chief Growth Officer
    Mobile Phone
    Nov 03, 2025
  • Chief Executive Officer at CoastalOne
    A. B.
    Chief Executive Officer
    Mobile Phone
    New Zealand
    Sep 10, 2026
  • Vp , Marketing And Communications at CoastalOne
    M. A.
    Vp , Marketing And Communications
    Mobile Phone
    Oct 21, 2024
  • Vice President at CoastalOne
    M. H.
    Vice President
    Mobile Phone
    Jun 18, 2024
  • Director Digital Communications at CoastalOne
    D. H.
    Director Digital Communications
    Mobile Phone
    Oct 08, 2023
  • Brokerage Manager at CoastalOne
    B. M.
    Brokerage Manager
    Mobile Phone
    Feb 06, 2024
  • Supervisor at CoastalOne
    K. M.
    Supervisor
    Mobile Phone
    Oct 23, 2024
  • Supervisor at CoastalOne
    L. G.
    Supervisor
    Mobile Phone
    Jul 29, 2024

Frequently Asked Questions

What is CoastalOne known for?

Minus sign iconPlus sign iconCoastalOne was founded in 1989 and operates in the Financial Services industry. You can contact CoastalOne's main corporate office by phone at
+1-215-742-****
. Explore CoastalOne's company overview page for more information.

What is CoastalOne's most common email format?

Minus sign iconPlus sign iconCoastalOne employees' email format typically follows the pattern of FLast@coastal-one.com. Trying to find reliable and up-to-date employee contact data? Find more CoastalOne email formats with LeadIQ.

How many employees does CoastalOne have currently?

Minus sign iconPlus sign iconCoastalOne has approximately 15 employees as of September 2026. These team members are located across 3 continents, including North America, Europe and Oceania.

Who are CoastalOne's key employees and leadership?

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As of September 2026, CoastalOne's key employees include:

  • Chief Executive Officer: K. K.
  • Chief Executive Officer: A. B.
  • Chief Technology Officer: K. F.
  • Chief Growth Officer: M. R.
  • Vp , Marketing And Communications: M. A.

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