One Platform.
Every Asset.
Complete Control.

Organize, track, and grow your wealth using the platform designed for modern investors.
Coast Dashboard showing a Portfolio with $156,465.21 in Net Worth, $291,181.27 in Assets, $134.714.06 in debts. The dashboard also includes two donut graphs below to represent a breakdown of those totals.
PORTFOLIO

Grow Your Wealth

Get the full picture of your financial life. Consolidate your traditional and digital assets into one clean, intuitive dashboard. Understand your finances from a new perspective.
COAST COMPASS

Plan Like a Pro

Incorporate your traditional and digital assets into a personalized financial plan. Whether it’s saving for a home, managing debt, or setting investment goals, Compass can help you get there faster.
SERVICES

Connect With Experts

Need advice? Connect with crypto-specialized financial advisors, tax specialists, and legal experts who understand your unique blend of assets.
Frequently Asked Questions
Guidance Starts Here
Does Coast sell my data?

No. Coast never sells your data. Coast is funded through subscription fees paid by our customers, meaning that we don’t need to sell data to make revenue. Please reference our Privacy Policy to learn more.

Do I need to provide my crypto private keys or seed phrases?

No. Coast does not require private keys or seed phrases in order to link your digital asset wallets. Coast uses Vezgo and blockchain explorers to link your wallets, and only requires your public wallet address. Our privacy-by-design principles mean that Coast will never ask you for your private keys and/or seed phrases.

How does Coast handle financial login credentials?

Coast partners with banking industry leader Plaid to securely connect and protect your financial login credentials. Plaid uses best-in-class encryption protocols, secure cloud infrastructure, multi-factor authentication, and around-the-clock monitoring to protect users' data.

Coast never has your banking or crypto account credentials and Coast cannot move your money. Coast uses a third party financial aggregator service (Plaid) to connect to your accounts and Plaid leverages encryption to secure your account credentials. Your banking credentials are sent directly to Plaid from your browser so Coast servers will never see nor store your credentials. Plaid provides a read-only interface to Coast, meaning that Coast cannot make any transactions on your behalf. If you do not wish to automatically connect your financial accounts, you can always manually add line items for your accounts. Manually added account balances do not update automatically, but allow you to view an estimate of your balances and financial picture.

You can always disconnect and remove your accounts from Coast by navigating to the Connections page and clicking the trash can icon.

Is Coast secure?

Yes. Coast is SOC 2 Type II compliant. Coast uses state-of-the-art encryption to ensure your data is safeguarded in-transit using Transport Layer Security and at-rest through RDS AES-256. Coast is built upon the highest security standards in the Fintech industry as part of our commitment to maintaining rigorous controls in safeguarding your sensitive information.