CoastalOne

What CoastalOne does

CoastalOne, now operating as Realta Wealth, is a privately-held, full-service broker-dealer and registered investment advisor founded in 1989 and headquartered at 1201 N. Orange St., Suite 729, Wilmington, Delaware. The company operates through three affiliated Delaware entities: Realta Equities, Inc. (a FINRA- and SIPC-member broker-dealer), Realta Investment Advisors, Inc. (an SEC-registered investment advisor), and Realta Insurance Services (a multi-agency insurance entity). Realta Wealth serves independent financial advisors who focus on affluent and high-net-worth clients, providing them with the regulatory infrastructure, product access, and operational support of an institutional broker-dealer while preserving advisor independence. Headcount is stated at 11–50 employees, and the firm is described as "selective by design" in its advisor recruitment.

The platform offers affiliated advisors a broad product shelf spanning traditional investments, private markets, and alternative strategies, including private equity, private credit, real estate, hedge funds, venture capital, oil and gas, structured products, 1031 exchanges, and tax-advantaged strategies. The technology stack is described as an integrated platform built for scale with multiple custody options, accompanied by a full financial planning suite with tax capabilities and a virtual assistant program. Realta maintains a deliberately low 7:1 advisor-to-support-staff ratio and reports that 85% of service requests are resolved within 24 hours, supported by 250-plus years of combined experience across the operations and service team.

Revenue is generated through transaction fees on securities activity at the broker-dealer and recurring advisory fees on managed assets at the RIA. Pricing is not publicly disclosed and follows a quote-based model typical of BD/RIAs serving HNW practices. The go-to-market motion is sales-led and advisor-centric, targeting entrepreneurial independent advisors across the United States who want independence backed by institutional infrastructure, with distribution primarily through the affiliated advisor network and recruitment via LinkedIn and the company website. Leadership includes Kevin M. Keefe (Chief Executive Officer), Yanni V. Bousnakis (Chief Product Officer), and Andre Hatibi (Senior Vice President). No funding rounds, M&A activity, AI/ML capabilities, patents, or parent-company affiliation are disclosed.

Name

CoastalOne

Legal name

Realta Wealth Companies (comprising Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services)

Website

https://coastal-one.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Short description

Realta Wealth (formerly CoastalOne) is a privately-held, FINRA- and SEC-registered broker-dealer and RIA serving independent financial advisors focused on affluent and high-net-worth clients nationwide. It provides product shelf breadth, compliance infrastructure, and operational support across traditional and alternative investments.

Ownership category

akta.pro rank

Product category

Wealth Management / Broker-Dealer Services

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

Keywords

• Broker-dealer services
• Registered investment advisor
• Wealth management platform
• Independent advisor support
• Alternative investment access

Headquarters

HQ city

Wilmington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Broker-Dealer Services: Securities services through Realta Equities, Inc., a FINRA and SIPC member broker-dealer. Revenue derived from securities transactions and advisory services across traditional investments, private markets, and alternative strategies.
2. Investment Advisory Services: SEC-registered investment advisory services offered through Realta Investment Advisors, Inc., providing ongoing advisory services to affiliated advisors' clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Realta Wealth is a full-service broker-dealer (Realta Equities, Inc., FINRA/SIPC member) and SEC-registered investment advisor (Realta Investment Advisors, Inc.) that provides affiliated independent advisors with infrastructure, compliance, and a deep product shelf spanning traditional investments, private markets, and alternative strategies (private equity, private credit, real estate, hedge funds, venture capital, oil and gas, structured products, 1031 exchanges). The platform also supports a full financial planning suite with tax capabilities, virtual assistant program, integrated technology stack with multiple custody options, and dedicated due diligence.

Product overview

Realta Wealth (formerly CoastalOne) is a single unified platform serving as a full-service broker-dealer and Registered Investment Advisor. The platform provides affiliated advisors with access to traditional investments, private markets, and alternative strategies, supported by a full financial planning suite with tax capabilities, integrated technology stack, virtual assistant program, and multiple custody options. The core offering combines the product shelf spanning private equity, private credit, real estate, hedge funds, venture capital, oil and gas, structured products, 1031 exchanges, and tax-advantaged strategies with a dedicated due diligence team and service model built around direct access and fast answers.

Differentiator

Problem solved

Functional benefit

Products and services

• Realta Wealth Platform A full-service broker-dealer and SEC-registered investment advisor platform providing affiliated independent advisors with infrastructure, compliance support, a deep product shelf spanning traditional and alternative investments, financial planning tools, virtual assistant program, integrated technology stack, and multiple custody options.
• Broker-Dealer Securities Services Securities brokerage services offered through Realta Equities, Inc., a FINRA and SIPC member broker-dealer, supporting affiliated advisors' securities transactions across traditional and alternative investment products.
• Investment Advisory Services Ongoing SEC-registered investment advisory services offered through Realta Investment Advisors, Inc., providing affiliated advisors with advisory infrastructure and ongoing wealth management services to their clients.
• Insurance Services Insurance services offered through Realta Insurance Services, consisting of several affiliated insurance agencies providing insurance products to advisors' affluent clients.

Quantifiable outcome

• 85% of service requests resolved within 24 hours
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• FINRAcoreOthersRealta Equities, Inc. is a member of FINRA (Financial Industry Regulatory Authority), providing securities brokerage services under regulatory oversight.
• SIPCcoreOthersSecurities investor protection through SIPC (Securities Investor Protection Corporation) for client accounts held at Realta Equities, Inc.
• US SEC Registered Investment AdvisorcoreOthersRealta Investment Advisors, Inc. is a US SEC Registered Investment Advisor operating from the Wilmington, DE headquarters.

Scale indicators4 records

Recent moves1 record

Expansion highlights5 records

Broad incumbents

• Osaic (formerly Advisor Group): One of the largest US independent broker-dealer networks (Advisor Group, FSC Securities, Royal Alliance, etc.) serving independent advisors. Comparable BD/RIA platform model, with similar alternatives product access.
• Raymond James Financial Services: Independent contractor channel of Raymond James serving independent financial advisors with full BD/RIA capabilities and a strong HNW product menu. Comparable in business model and advisor-target profile.
• LPL Financial: The largest independent broker-dealer in the US, serving thousands of independent advisors with custody, clearing, and RIA capabilities. Directly comparable as a BD/RIA platform model serving independent advisors, though at vastly greater scale.
• Ameriprise Financial: Hybrid BD/IFA platform with both employee and independent advisor channels and a broad product shelf. Comparable as a multi-channel wealth platform with HNW and financial planning focus.

Direct peers

• Kestra Financial: PE-backed independent broker-dealer/RIA platform built through roll-ups of IBDs and RIAs. Comparable BD/RIA platform with strong product shelf and selective advisor recruitment.
• Cambridge Investment Research: Large independent broker-dealer serving independent advisors nationwide, with affiliated RIA. Comparable as a BD/RIA platform offering transition support, technology, and a wide product menu.
• Commonwealth Financial Network: Privately held independent broker-dealer and RIA focused on serving independent advisors with strong service quality and a HNW-leaning product set. Directly comparable in selective, advisor-centric GTM.
• Sanctuary Wealth: Independent broker-dealer and RIA built specifically for ultra-HNW advisors, with a selective, partnership-driven model. Closest direct peer in terms of elite-advisor targeting and curated product shelf.
• Cetera Financial Group: PE-backed independent broker-dealer and RIA platform serving independent financial advisors with a broad product shelf including alternatives. Closely comparable in business model (multi-entity BD/RIA) and HNW advisor focus.

Emerging players

• HighTower Advisors: National RIA platform serving breakaway wirehouse advisors, with a partnership-style model. Comparable as a destination for HNW-focused advisors leaving wirehouses, with overlapping alternatives and financial planning offerings.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/realta-wealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CoastalOne