Insights

Wealth Growth Coastal Wealth operates at a scale with 201-500 employees and reported revenue in the high hundreds of millions, signaling significant capacity for high-touch financial planning services and enterprise-level wealth management programs.

Strategic Leadership Recent appointment of Michael Swinehart as Head of Wealth Management & Financial Planning suggests a focus on expanding core advisory capabilities and potentially cross-selling integrated planning services to business owners and executives.

Tech-Driven Utilization of a modern tech stack including Salesforce, Google Cloud, WordPress, and advertising platforms indicates readiness for digital client acquisition, onboarding automation, and personalized advisory experiences.

Brand & Awards Industry recognition such as the AFWA President's Award reinforces credibility with clients and referral networks, presenting opportunities to co-market with associations and leverage award credibility in sales outreach.

Growth & Partnerships Affiliation with MassMutual and MML Investors Services points to potential cross-sell opportunities across insurance, retirement, and investment products, especially for business owners and high-net-worth individuals seeking comprehensive financial solutions.

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Coastal Wealth Tech Stack

Coastal Wealth uses 8 technology products and services including LinkedIn Ads, Meta Ads Manager, Hotjar, and more. Explore Coastal Wealth's tech stack below.

LinkedIn Ads
Advertising
Meta Ads Manager
Advertising
Hotjar
Analytics
LinkedIn Recruiter
Applicant Tracking Systems
WordPress
Content Management System
Salesforce
Customer Relationship Management
Google Cloud
Infrastructure As A Service
Microsoft Teams
Team Collaboration

Media & News

Coastal Wealth's Email Address Formats

Coastal Wealth uses at least 4 email formats:

Coastal Wealth Email Formats	Example	Percentage
FLast@mycoastalwealth.com	JDoe@mycoastalwealth.com	87%
First.Last@mycoastalwealth.com	John.Doe@mycoastalwealth.com	9%
FirstLast@mycoastalwealth.com	JohnDoe@mycoastalwealth.com	3%
Last@mycoastalwealth.com	Doe@mycoastalwealth.com	1%

Frequently Asked Questions

What is Coastal Wealth's official website and social media links?

Coastal Wealth's official website is mycoastalwealth.com and has social profiles on LinkedIn.

How much revenue does Coastal Wealth generate?

As of August 2026, Coastal Wealth's annual revenue is estimated to be $250M - $500M.

What is Coastal Wealth's NAICS code?

Coastal Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Coastal Wealth have currently?

As of August 2026, Coastal Wealth has approximately 308 employees across 5 continents, including North America, Oceania and Africa. Key team members include Chief Executive Officer: D. S., Vice President - Planning Solutions Group: N. T. and Head Of Finance: Y. M. Explore Coastal Wealth's employee directory with LeadIQ.

What industry does Coastal Wealth belong to?

Coastal Wealth operates in the Financial Services industry.

What technology does Coastal Wealth use?

Coastal Wealth's tech stack includes LinkedIn Ads, Meta Ads Manager, Hotjar, LinkedIn Recruiter, WordPress, Salesforce, Google Cloud and Microsoft Teams.

What is Coastal Wealth's email format?

Coastal Wealth's email format typically follows the pattern of FLast@mycoastalwealth.com. Find more Coastal Wealth email formats with LeadIQ.

Coastal Wealth

Q: What is Coastal Wealth's official website and social media links?

Coastal Wealth's official website is mycoastalwealth.com. Coastal Wealth has social profiles on LinkedIn.

Q: How many employees does Coastal Wealth have currently?

Coastal Wealth has approximately 308 employees.

Q: What technology does Coastal Wealth use?

Coastal Wealth's tech stack includes Webflow, YouTube Shorts, Google Tag Manager, RSS, jsDelivr.

Q: What is Coastal Wealth's NAICS code?

Coastal Wealth's NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States201-500 Employees

Coastal Wealth is a financial services firm based in Fort Lauderdale, Florida. The company collaborates with clients to identify their goals and support informed decisions aimed at financial readiness for future life stages. It serves individuals seeking to protect retirement income and business owners looking to safeguard growth, aligning guidance with long-term objectives.

The firm has been described as a member of the MassMutual Financial Group, reflecting its ties to a broader financial services network. The company operates as a mid-sized firm and, in May 2026, appointed Michael Swinehart as Head of Wealth Management and Financial Planning.