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Coastal Financial Appoints Brandon Soto as Chief Financial Officer

PUBLIC · CCBSep 22, 2025

Position

Chief Financial Officer

Company

Coastal

Brandon Soto
bsoto@coastalbank.com
United StatesFinancial ServicesSoftwareArtificial IntelligenceFinanceSaaSLendingBankingConsulting

Description

Coastal Financial Corporation has announced the appointment of Brandon Soto as Chief Financial Officer, effective October 1st, 2025. Mr. Soto joins from Square Financial Services, bringing over two decades of experience in financial operations.

Quick answer

Coastal Financial Appoints Brandon Soto as Chief Financial Officer (September 22, 2025). Coastal is based in United States.

Who is the new Chief Financial Officer at Coastal?
Coastal named Brandon Soto Chief Financial Officer, announced September 22, 2025.
What did Coastal announce on September 22, 2025?
Coastal Financial Corporation has announced the appointment of Brandon Soto as Chief Financial Officer, effective October 1st, 2025. Mr. Soto joins from Square Financial Services, bringing over two decades of experience in financial operations.
What does Coastal do?
Coastal Financial Corporation (Nasdaq: CCB), is an Everett, Washington-based bank holding company with Coastal Community Bank (the “Bank”) a full-service commercial bank, as its sole wholly owned banking subsidiary.
Where is Coastal based?
Coastal is based in United States.
Which similar companies made leadership changes around the same time?
Alkami Technology (October 30, 2025), Regional Management (November 5, 2025), Comerica Incorporated (September 22, 2025) and Finova (September 24, 2025) also announced leadership changes within 45 days of Coastal.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Coastal, and when

A new leader at Coastal brings new priorities and often new vendors. The first weeks are when they listen.

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Company Information

Company

Coastal

Location

United States

About

Coastal Financial Corporation (Nasdaq: CCB), is an Everett, Washington-based bank holding company with Coastal Community Bank (the “Bank”) a full-service commercial bank, as its sole wholly owned banking subsidiary. The Bank operates through its 14 branches in Snohomish, Island, and King Counties, the Internet, and its mobile banking application. The Bank, through its CCBX segment, provides banking as a service (“BaaS”) that allows our broker-dealer and digital financial service partners to offer their customers banking services. As of September 30, 2023, we had total assets of $3.68 billion, total gross loans of $2.97 billion, total deposits of $3.29 billion, and total shareholders’ equity of $284.5 million.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.