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● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

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Coastal Equities
Location
1201 N Orange St Ste 72,
Wilmington, 19801, DE,
United States
Website
https://www.coastal-one.com/
Phone
1 302-250-4258
Artw industry
Banking and Financial Services
Employee
Revenue

Coastal Equities Technographics

Coastal Equities Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Coastal Equities and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25 Coastal Equities employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Coastal Equities has purchased the following applications: Microsoft 365 for Collaboration in 2020, Google Tag Manager for Tag Management in 2021, PlanGuru for EPM in 2021 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Coastal Equities is running and its propensity to invest more and deepen its relationship with Microsoft , Google , PlanGuru or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Coastal Equities revenues, which have grown to $3.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Coastal Equities intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Coastal Equities Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Tag Manager Tag Management CRM n/a 2021 2021
EPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
PlanGuru Legacy PlanGuru EPM EPM n/a 2021 2021
In 2021, Coastal Equities implemented PlanGuru as its EPM solution to support core finance functions. The deployment is oriented toward the firm’s RIA and broker-dealer platform in the United States and is sized for a small finance organization. Coastal Equities leverages PlanGuru for budgeting, cash-flow forecasting and advisor-level financial planning, using PlanGuru to centralize budget models, periodic forecasts and advisor-specific plan outputs. The implementation emphasizes PlanGuru budgeting and forecasting capabilities and standard FP&A workflows to produce consolidated financial models and advisor-level projections. Operational coverage includes the finance and advisory teams that support wealth management operations, with the PlanGuru deployment used to unify budgeting cadence, cash projection routines and advisor plan generation. Governance adjustments accompanied the rollout to standardize model inputs and approval workflows across advisor accounts and to formalize a single FP&A process for budget and forecast cycles.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2018 2018
Content Delivery Network IaaS 2021 2021
IT Decision Makers and Key Stakeholders at Coastal Equities
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Coastal Equities Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Coastal Equities Technographics

Coastal Equities is a Banking and Financial Services organization based in United States, with around 25 employees and annual revenues of $3.0 million.

Coastal Equities operates a diverse technology stack with applications such as Microsoft 365, Google Tag Manager and PlanGuru, covering areas like Collaboration, Tag Management and EPM.

Coastal Equities has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Google and PlanGuru.

Coastal Equities recently adopted applications including Google Tag Manager in 2021, PlanGuru in 2021 and Cloudflare CDN in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Coastal Equities’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Coastal Equities’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Coastal Equities technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.