Insights

High Net Worth Focus CoastEdge Partners specializes in serving high net worth families and foundations, indicating a need for tailored wealth management solutions and potentially advanced private banking services.

Boutique Sophistication With a bespoke family office approach combined with institutional-level access and expertise, the firm values personalized, high-touch advisory services, presenting opportunities for premium financial products and exclusive investment platforms.

Technology Stack Usage The company's utilization of diverse digital tools and analytics suggests an openness to innovative technology solutions, offering prospects for advanced financial analytics, compliance tech, or client engagement platforms.

Growth and Revenue Range Operating within a revenue bracket of 10 to 25 million dollars and competing with similarly sized firms, CoastEdge presents opportunities for scalable financial services, investment management technology, and operational efficiency solutions.

Industry Positioning As an independent SEC-registered advisor headquartered in California, CoastEdge is positioned within a competitive and regulated environment, making compliance, cybersecurity, and regulatory technology key areas for potential sales engagement.

CoastEdge Partners, LLC Tech Stack

CoastEdge Partners, LLC uses 8 technology products and services including WordPress, MySQL, oEmbed, and more. Explore CoastEdge Partners, LLC's tech stack below.

WordPress

Content Management System

MySQL

Database

oEmbed

Dev Tools

GSAP

Javascript Frameworks

Lodash

Javascript Libraries

jQuery

Javascript Libraries

HTTP/3

Web & Portal Technology

Google Analytics

Web Analytics

CoastEdge Partners, LLC Email Formats	Example	Percentage
First@coastedge.com	John@coastedge.com	88%
Last@coastedge.com	Doe@coastedge.com	6%
FLast@coastedge.com	JDoe@coastedge.com	3%
LastFirst@coastedge.com	DoeJohn@coastedge.com	3%

CoastEdge Partners, LLC Email Formats

Example

Percentage

First@coastedge.com

John@coastedge.com

88%

Last@coastedge.com

Doe@coastedge.com

FLast@coastedge.com

JDoe@coastedge.com

LastFirst@coastedge.com

DoeJohn@coastedge.com

Frequently Asked Questions

Where is CoastEdge Partners, LLC's headquarters located?

CoastEdge Partners, LLC's main headquarters is located at 4655 Executive Drive Suite 325 San Diego, California 92121 United States. The company has employees across 1 continents, including North America.

What is CoastEdge Partners, LLC's phone number?

You can contact CoastEdge Partners, LLC's main corporate office by phone at

+1-858-997-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CoastEdge Partners, LLC's official website and social media links?

CoastEdge Partners, LLC's official website is coastedge.com and has social profiles on LinkedIn.

What is CoastEdge Partners, LLC's SIC code NAICS code?

CoastEdge Partners, LLC's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does CoastEdge Partners, LLC have currently?

As of March 2026, CoastEdge Partners, LLC has approximately 15 employees across 1 continents, including North America. Key team members include Chief Operating Officer: G. G.Founder And Chief Executive Officer: R. E.Managing Partner And Cio: R. E.. Explore CoastEdge Partners, LLC's employee directory with LeadIQ.

What industry does CoastEdge Partners, LLC belong to?

CoastEdge Partners, LLC operates in the Financial Services industry.

What technology does CoastEdge Partners, LLC use?

CoastEdge Partners, LLC's tech stack includes WordPressMySQLoEmbedGSAPLodashjQueryHTTP/3Google Analytics.

What is CoastEdge Partners, LLC's email format?

CoastEdge Partners, LLC's email format typically follows the pattern of First@coastedge.com. Find more CoastEdge Partners, LLC email formats with LeadIQ.

CoastEdge Partners, LLC

Q: What is CoastEdge Partners, LLC's official website and social media links?

CoastEdge Partners, LLC's official website is coastedge.com. CoastEdge Partners, LLC has social profiles on LinkedIn.

Q: How many employees does CoastEdge Partners, LLC have currently?

CoastEdge Partners, LLC has approximately 15 employees.

Q: What technology does CoastEdge Partners, LLC use?

CoastEdge Partners, LLC's tech stack includes Nginx, Cloudflare Bot Management, MySQL, JSON-LD, reCAPTCHA.

Financial ServicesCalifornia, United States11-50 Employees

CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations.  

Our service offering combines a bespoke family office experience with the access, expertise, scale and operating platform of an institutional investment firm. 

CoastEdge Partners is an independent SEC Registered Investment Advisor headquartered in La Jolla, California.

Insights

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