About CoastalOne
coastal-one.comCoastalOne is an RIA/BD platform focused on serving the unique needs of financial professionals who are searching for concierge-level services to help grow their practice. For over 30 years, CoastalOne has had a collaborative culture specialized on providing our financial professionals with dedicated support, integrated technology, and a deep understanding of the complex regulatory framework in which we operate to deliver the support they need in order to offer premium service and personalized financial guidance to their clients. CoastalOne is the platform used by our advisors to serve their clients. We work everyday to be the firm of choice for independent advisors and their clients. Our Mission is to equip independent financial professionals with the resources, support and technology they need to grow their practices and deliver outstanding value to their clients. Learn more at http://www.coastal-one.com CoastalOne is a trade name used by Coastal Equities, Inc. and its affiliate Coastal Investment Advisors, Inc. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, and investment advisory services are offered through Coastal Investment Advisors, Inc., co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801.
SaaS Adoption
SaaS Adoption indicates the level of adoption by this company of software as a service services.
Cloud Adoption
Cloud Adoption indicates the level of adoption by this company of cloud services.
IT Footprint
IT Footprint gives a relative indication of how much IT services this company consumes.
IT Spend
IT Spend shows roughly how much this client spends on IT per year in USD.
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
Know the products your prospects use
Vendor Usage
CoastalOne uses 5 different technologies from 16 different vendors. They have above average use of several technologies including Yardi, Trello and Parallels Plesk.
Product Categories
CoastalOne uses products from 17 different product categories. They are particularly heavy users of products in Web Hosting Services, Software Frameworks, and Office Productivity.
Recently Detected Technologies
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
| Technology | Category | Vendor | Usage |
|---|---|---|---|
| Yardi | Real Estate & Property Management | Yardi |  |
| Yardi Voyager | Real Estate & Property Management | Yardi |  |
| Trello | Task Management | Atlassian |  |
| Parallels Plesk | Web Hosting Services | Plesk International GmbH | |
| PlanGuru | Financial Management | PlanGuru, LLC | |
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