CoastalOne
Financial Services • 
Wilmington, Delaware, United States • 11-20 Employees
Company overview
| Headquarters | 1201 N. Orange Street, Suite 729, Wilmington, DE 19801, US |
| Phone number | +18886575200 |
| Websites | |
| NAICS | 52 |
| Keywords | Risk Management, Tax Planning, RIA, Insurance Planning, Financial Services, Broker-Dealer, Wealth Management, College Planning, Asset Management, IBD, Business Planning, Portfolio Management, Risk Advisory, Investment Advisory, Estate Planning, Investment Management, Independent Broker-Dealer, Multi-Generational Wealth Strategies, Business Succession & Protection Planning, Registered Investment Advisory |
| Founded | 1989 |
| Employees | 11-20 |
| Socials |
Key Contact at CoastalOne
Jim Mccrory
Vice President Investments
CoastalOne Email Formats
CoastalOne uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@realtawealth.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@realtawealth.com | 60% |
{first initial}{last name} | jdoe@realtawealth.com | 40% |
About CoastalOne
We are now Realta, a wealth management partner that delivers the capabilities and community that empower accomplished advisors to grow on their own terms. Learn more at www.RealtaWealth.com and https://www.linkedin.com/company/realta-wealth/.
$
CoastalOne revenue & valuation
| Annual revenue | $1,454,435 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Entry
Vice President
Manager
Employees by Department
CoastalOne has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
CoastalOne has never raised funding before.
United Kingdom
Spain
Frequently asked questions
CoastalOne is located in Wilmington, Delaware, US.
You can reach CoastalOne at +18886575200.
CoastalOne was founded in 1989, making it 37 years old. The company has established itself as a significant player in its industry over this time.
CoastalOne has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.
4.8
40,000 users
