What departments does CoastalOne have?

CoastalOne has employees across 6 departments including Engineering, Entrepreneurship, Marketing, Information Technology, Accounting.

What is the largest department at CoastalOne?

The largest department at CoastalOne is Marketing with 2 employees.

Where are CoastalOne employees located globally?

CoastalOne has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has CoastalOne's team size changed over time?

CoastalOne's team has decreased from approximately 20 to 13 employees based on available data.

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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.

CoastalOne Global Highlights

North America
49

United States Of America
49

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

CoastalOne's Leadership

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

CoastalOne Employee Metrics

100%

50%

2026

2025

Banking
Entrepreneurship
Finance
Information Technology
Sales
Other
Accounting
Administrative

Contact profiles from CoastalOne

Name

Title

Contact

Location

Last Update

K. F.
Chief Technology Officer
Mobile Phone
Email
Mar 11, 2025
K. K.
Chief Executive Officer
Mobile Phone
Email
Nov 22, 2024
M. R.
Chief Growth Officer
Mobile Phone
Email
Nov 03, 2025
M. A.
Vp , Marketing And Communications
Mobile Phone
Email
Oct 21, 2024
M. H.
Vice President
Mobile Phone
Email
Jun 18, 2024
D. H.
Director Digital Communications
Mobile Phone
Email
Oct 08, 2023
B. M.
Brokerage Manager
Mobile Phone
Email
Feb 06, 2024
R. M.
Staff Accountant
Mobile Phone
Email
Oct 17, 2024
J. N.
Virtual Assistant
Mobile Phone
Email
Oct 22, 2024
K. M.
Supervisor
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is CoastalOne known for?

CoastalOne was founded in 1989 operates in the Financial Services industry; you can contact the 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?

CoastalOne employees' email format typically follows the pattern of . 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?

CoastalOne has approximately 14 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are CoastalOne's key employees and leadership?

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

Chief Executive Officer: K. K.
Chief Technology Officer: K. F.
Chief Growth Officer: M. R.
Vp , Marketing And Communications: M. A.
Vice President: M. H.

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CoastalOne Employee Directory

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