About us

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Our goal is to make customers feel they’re secured

We’re a diverse group of engineers, marketers, Investment professionals, financial experts, and more that are passionate about leveling the playing field for everyday investors. We’re a growing company looking to change the way people invest for their future. We’re built on the belief that there’s a smarter way to enable regular people to build wealth through Investment.

We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning, and culture. We embrace the unexpected, leveraging our unique talents to overcome obstacles and pioneer a better investing experience. We do this by creating a culture of learning, where we embrace vulnerability so that every employee can challenge assumptions and operate at the edge of their ability.

We set out to build a better way to invest

Our goal is to build a better financial system for the individual investor — one that is simpler, more reliable, lower cost and transparent.
Although our business and the technology we build has continued to evolve, our mission has always remained the same: to empower the individual investor. That’s why we obsess over things like cost efficiency, minimizing fees, frequent candid communication, and developing smarter tools that provide better insights.
Perhaps the clearest manifestation of this investor-first approach is the fact that we’re investor-owned, allowing investors in Coastline Holdings Investment portfolios to become fellow shareholders of the company itself through our unique iPO model. This lets us minimize our dependency on outside capital and better align our long-term interests with the long-term interests of our investors — in short, making our success their success.
Almost a decade later, we’re still just getting started. Welcome to the future of Investment.

Leadership
Growth
Discipline

We are committed to making positive social impact through our investments.

While transforming the investment world, we recognize an opportunity to strengthen the communities we invest in — which we feel is critical to developing a thriving society. We are leveraging our platform to build stronger, more diverse communities by committing to the following initiatives:

Deposit

5% of Cadre cash holdings with leading minority depository institutions (“MDIs”)

Allocate

10% of future investment capital to operating partners owned by under-represented minorities

Partner

with MDIs to submit bids and participate in the financing of transactions on Cadre’s platform

Maintain

the number reasonably priced rental units available to tenants within our workforce and affordable multifamily assets

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Testimonials

Arto Litmanen.

Accountant

Deftly and confidently guided us through the recent tough economic times. They are able to interpret the larger economic picture as it impacts on one’s personal financial situation. Take an appropriate interest in one’s personal life situation while at the same time keeping focused on identified goals. Honest, reliable, ethical and highly recommended.

Linda Paasio.

Fashion Designer

Coastline Holdings have met and surpassed my expectations of working with financial advisors. They take the time to really know their clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. They regularly provide updates and have always been available to answer any questions or to explain options within my portfolio. Transitioning into retirement has been much easier thanks to the Coastline Holdings team.

Hertta Jaakkola.

Creative Director

After having some problems and loss of trust in the company I was with, I was advised to try this team. They made me feel more secure and I enjoy being with them. Whatever capital you got, Coastline Holdings will grow it!.