Coastal Wealth Revenue and Competitors

Miami, FL USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Coastal Wealth's estimated annual revenue is currently $97.7M per year.(i)
  • Coastal Wealth's estimated revenue per employee is $262,500

Employee Data

  • Coastal Wealth has 372 Employees.(i)
  • Coastal Wealth grew their employee count by 1% last year.

Coastal Wealth's People

NameTitleEmail/Phone
1
Founder and CEOReveal Email/Phone
2
Chief StaffReveal Email/Phone
3
VP, Business DevelopmentReveal Email/Phone
4
SVP at Coastal Wealth a MassMutual FirmReveal Email/Phone
5
EVPReveal Email/Phone
6
Agency Supervisory Officer at Coastal Wealth, a member the MassMutual Financial GroupReveal Email/Phone
7
EVPReveal Email/Phone
8
VP - Planning Solutions Group / Investment SpecialistReveal Email/Phone
9
Brokerage DirectorReveal Email/Phone
10
Investment DirectorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$526.5M28935%N/AN/A
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What Is Coastal Wealth?

At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don't outlive your income, or protect your growing business, we can help you achieve your long-term financial goals. _____ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. L0816476013[exp0818][All States][DC]

keywords:N/A

N/A

Total Funding

372

Number of Employees

$97.7M

Revenue (est)

1%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Coastal Wealth News

2022-04-20 - Experts predict this hurricane season will only be slightly ...

"With the growth in coastal population and regional wealth, even a single landfalling major hurricane could make substantial damage."...

2022-04-17 - The Coastal Grandmother Aesthetic Is a Lifestyle, Not Just a TikTok Trend

A coastal grandmother doesn't care for thong bodysuits or ... Getting the aesthetic can mean just playing pretend a life of easy wealth.

2022-04-17 - Quiet Washington County rich in coastal NC history | Coastal ...

Somerset Place has become noteworthy not only as a center for antebellum wealth but also a site of memory for the hundreds of enslaved...

2019-09-08 - Coastal Investment Advisors Inc. Grows Stake in ...

Coastal Investment Advisors Inc.'s holdings in ConocoPhillips were worth ... Destination Wealth Management grew its position in shares of ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$127.6M37821%N/A
#2
$138.5M394N/AN/A
#3
$15M39910%N/A
#4
$89M4098%N/A
#5
$129.9M4091%N/A