High Net Worth Focus CoastEdge Partners specializes in providing customized investment management and wealth planning services to high net worth families and foundations, indicating opportunities to offer premium financial products or tailored financial advisory solutions.
Boutique Yet Institutional With a relatively small team of 11 to 50 employees, CoastEdge combines personalized service with the operational scale of an institutional firm, suggesting potential for technology solutions that enhance scalability and client engagement.
Digital Presence The company’s use of a robust tech stack including WordPress, Cloudflare, and cloud-based services highlights an openness to digital solutions, offering opportunities for fintech partnerships or digital client onboarding platforms.
Growth Potential Generating revenue between 10 and 25 million dollars with recent news, CoastEdge is positioned for growth, presenting prospects for financial technology providers to support expansion strategies or asset management tools.
Competitive Landscape Operating alongside similar firms with comparable revenue ranges suggests a competitive environment where innovative financial products and bespoke service offerings could differentiate CoastEdge in the high-net-worth sector.
$25M$50M
$10M$25M
$10M$25M
$10M$25MCoastEdge Partners uses 8 technology products and services including WordPress, Cloudflare, MySQL, and more. Explore CoastEdge Partners's tech stack below.
| CoastEdge Partners Email Formats | Percentage |
| First@coastedge.com | 88% |
| Last@coastedge.com | 6% |
| FLast@coastedge.com | 3% |
| LastFirst@coastedge.com | 3% |
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.
Company Overview
Funding & FinancialsCoastEdge Partners's revenue is estimated to be in the range of $10M$25M
Funding & FinancialsCoastEdge Partners's revenue is estimated to be in the range of $10M$25M
1-888-653-2347 
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