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Coastal Bridge Advisors
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 HighHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 High growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Westport, Connecticut, United States Founded 2008 11-50 employees For Profit
Coastal Bridge Advisors provides wealth management, financial planning, and tax advice services.
Coastal Bridge Advisors on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
Last Funding
Acquisitions
3
Monthly Visits
Contacts
36
About Coastal Bridge Advisors
Funding & Financials
- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 31
- Mobile apps
- 1
- Active products
- 9
- IT spend
- $746.78K
Company Info
- Founded
- 2008
- Employees
- 11-50
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- News articles
- 10
- HQ
- Westport, Connecticut, United States
- Region
- East Coast, New England, Northeastern US
Signals & Scores
- Heat score
- High
- Growth score
- High
- Trend (7d)
- -0.6
- Trend (30d)
- 9.4
- Trend (90d)
- 9.3
- Last leadership hire
- Jul 2, 2026
Coastal Bridge Advisors Acquisitions
3 results
| Acquiree Name | Acquirer Name | Acquiree Industries | Acquiree Hq Country | ||
|---|---|---|---|---|---|
| One Charles Private Wealth | — | 2026-06-30 | Coastal Bridge Advisors | AdviceFinancial ServicesImpact InvestingWealth Management | United States |
| Waddell & Associates | — | 2026-06-30 | Coastal Bridge Advisors | Asset ManagementConsultingFinancial Services | United States |
| TrinityPoint Wealth | — | 2024-12-19 | Coastal Bridge Advisors | ConsultingFinancial ServicesRetirementWealth Management | United States |
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Coastal Bridge Advisors Key People
Chief Investment Officer
36
professional contacts at Coastal Bridge Advisors
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