coastal-one.com
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The Missing Link in Wealth Management
A $11.3M revenue player operating in stealth mode while the industry burns
While fintech unicorns chase headlines, Coastal-One quietly builds a $11.3M revenue engine serving wealth managers. Their zero traffic footprint isn't a bug—it's the feature.
"In wealth management, visibility is a liability. Coastal-One's stealth is their moat."
The Invisible Infrastructure
With 60 employees generating $11.3M, that's $188K per employee—high efficiency for a B2B play. But the real story is the zero traffic. This isn't a consumer app; it's infrastructure. Wealth managers don't Google their tools—they get them through partnerships. Coastal-One's LinkedIn presence is their only public face, and that's by design.
The Stealth Growth Engine
Traditional fintech metrics fail here. No SEO, no social buzz, no review sites. Yet $11.3M flows through their systems. This is enterprise sales at its purest—relationship-driven, invisible to web crawlers. Their WordPress stack with Tailwind and Bootstrap suggests a modern but pragmatic tech approach: ship fast, iterate quietly, serve clients directly.
The leadership team tells the story: Barrett Schultz (Chief Compliance Officer), Joseph Cook (CRO), Matthew Rakerd (CGO), Yanni Bousnakis (CPO), Louis Hanna (Head Business Development). This is a compliance-first, revenue-driven, growth-oriented machine. Not a flashy startup—a precision instrument for wealth management.
- Revenue-per-employee ratio suggests high-margin B2B SaaS
- Zero public footprint = deep client trust and regulatory comfort
- Compliance leadership signals serious financial services focus
- Modern but pragmatic tech stack (WordPress + Tailwind)
The Anti-Startup Playbook
While others chase scale, Coastal-One chases trust. In wealth management, that's the only metric that matters.
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About - Realta Wealth
Your True North Awaits Our bespoke service experience is anchored by a commitment to excellence and driven by innovative support. Who We Are We’re an independent wealth management community that embraces flexibility, expands horizons and elevates all of its members, one advisor at a time. Our commitment to personalized support, innovative technologies and a full-service […]
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Technology Stack
coastal-one.com uses 12 technologies across their website including Font Awesome, PHP, WordPress, and more.
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Font Awesome
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PHP
CMS
WordPress
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Twitter Cards, RSS
CSS Frameworks
Bootstrap, Tailwind CSS
Traffic & Audience
coastal-one.com receives approximately 0 monthly visitors. The website has a bounce rate of 0% with visitors viewing an average of 0.0 pages per visit. Users spend an average of 0:00 on the site.
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