High Net Worth Focus CoastEdge Partners specializes in providing tailored investment management and wealth planning for high net worth families and foundations, presenting opportunities for premium financial technology solutions and bespoke service enhancements tailored to ultra-wealth clients.
Institutional Scale With access to an institutional-scale operating platform, CoastEdge may benefit from advanced technology integrations and data management tools that support sophisticated investment strategies, opening avenues for scalable fintech collaborations.
Regional Presence Headquartered in La Jolla, California, CoastEdge’s strategic location allows for localized outreach and region-specific financial service offerings, ideal for targeted marketing and relationship-building within the California high net worth community.
Growth Potential Operating within the $10M to $25M revenue range and maintaining a small team, the company presents opportunities for scalable solutions in client onboarding, digital engagement, and efficiency tools that support growth as they expand their client base.
Competitive Landscape Positioned alongside similar boutique firms like Seaside Equity Partners and North Coast Ventures, CoastEdge offers a niche market focusing on personalized wealth services, indicating potential for partnerships that enhance personalized service delivery or niche financial products.
$25M$50M
$1M$10M
$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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