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Coastline Wealth Management secures up to $100 million in financing from Brightwood Capital Advisors, supporting its acquisition strategy and completing 12 acquisitions.
PRIVATEAug 20, 2026•about 4 hours ago
Amount Raised
$100 Million
Round Type
Venture - Series Unknown
New YorkSoftwareArtificial Intelligence
Investors
Brightwood Capital Advisors
Description
Coastline Wealth Management has secured up to $100 million in financing from Brightwood Capital Advisors. This funding will support their latest steps in an aggressive acquisition strategy. Following this financing, Coastline has completed 12 acquisitions. The company's assets under management and assets under administration have surpassed $6 billion.
Company Information
Company
Coastline Wealth Management
Location
New York, United States
About
Coastline Wealth Management, founded in 2012, is a Long Island, NY-based independent wealth management platform with ~$3.5 billion of assets under management/advisement. Coastline services over 5,000 client accounts primarily across the East Coast of the United States. The Company focuses on servicing its client base and has grown through a series of acquisitions. It aims to empower advisors to create sustainable strategies for their businesses.
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New YorkSoftwareArtificial Intelligence