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Coastal Financial's Business Segments
Coastal Financial's reported revenue by business segment and by geographic region, quarterly and annual, normalized against the consolidated income statement. Free below: the top 3 rows per table, this quarter and this fiscal year. Subscriber access adds the full segment history and operating income by segment.
Segment Data As of Q2 FY2026
Reportable Segments
4
Largest Segment
Indemnifications
Total Revenue
$ 86
Regions Reported
-
Revenue Share by Reportable Segment - Q2 FY2026
- Indemnifications150%
- BaaS indemnification income150%
- Baa S Program Fees26.7%
- Baa S Program Income26.7%
Revenue by Reportable Segment - Q2 FY2026
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| Indemnifications | $ 129 | 150% |
| BaaS indemnification income | $ 129 | 150% |
| Baa S Program Fees | $ 23 | 26.7% |
1 more segments available
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Description of Coastal Financial
Coastal Financial Corporation is a banking and financial services company headquartered in Everett, Washington, USA. It was founded in 2017 by a group of experienced bankers with a vision to create a community-focused financial institution. The company offers a wide range of financial products and services to individuals, small businesses, and commercial clients across the Pacific Northwest region.
Coastal Financial Corporation is a publicly traded company and is listed on the NASDAQ stock exchange under the ticker symbol "CCB". As of 2021, the company has a market capitalization of around $1.15 billion and operates through its subsidiary, Coastal Community Bank.
The bank offers a variety of personal banking services, including checking and savings accounts, loans, credit cards, and online banking. Coastal Community Bank also offers business banking and lending services, including commercial real estate loans, SBA loans, and lines of credit. In addition, the bank provides treasury management services, merchant services, and cash management solutions to businesses.
The company has a strong focus on community engagement and supports local organizations and initiatives through its Coastal Community Fund. The fund provides grants to non-profit organizations that support affordable housing, economic development, and job creation in the communities where the bank operates.
Coastal Financial Corporation has a network of 14 branches across Washington state, and its customer base ranges from individuals and families to small and mid-sized businesses. The company has a reputation for providing exceptional customer service and has received several awards and recognition for its performance and growth.
In summary, Coastal Financial Corporation is a community-focused financial institution that offers a range of personal and business banking services, with a specific focus on the Pacific Northwest region. The company is committed to engaging with its local community and supporting local initiatives through its Coastal Community Fund.
Coastal Financial Corporation is a publicly traded company and is listed on the NASDAQ stock exchange under the ticker symbol "CCB". As of 2021, the company has a market capitalization of around $1.15 billion and operates through its subsidiary, Coastal Community Bank.
The bank offers a variety of personal banking services, including checking and savings accounts, loans, credit cards, and online banking. Coastal Community Bank also offers business banking and lending services, including commercial real estate loans, SBA loans, and lines of credit. In addition, the bank provides treasury management services, merchant services, and cash management solutions to businesses.
The company has a strong focus on community engagement and supports local organizations and initiatives through its Coastal Community Fund. The fund provides grants to non-profit organizations that support affordable housing, economic development, and job creation in the communities where the bank operates.
Coastal Financial Corporation has a network of 14 branches across Washington state, and its customer base ranges from individuals and families to small and mid-sized businesses. The company has a reputation for providing exceptional customer service and has received several awards and recognition for its performance and growth.
In summary, Coastal Financial Corporation is a community-focused financial institution that offers a range of personal and business banking services, with a specific focus on the Pacific Northwest region. The company is committed to engaging with its local community and supporting local initiatives through its Coastal Community Fund.
Coastal Financial Corporation is a comprehensive financial institution that provides a vast array of products and services tailored to meet the diverse needs of its clientele. Its offerings span various segments, from personal banking to wealth management, ensuring that customers can find solutions to their financial needs. Below is an extensive overview of these segments, products, and services:
1. Personal Banking Services
Coastal Financial Corporation focuses on providing a wide selection of personal banking products that cater to individual customers. Key offerings include:
- Checking Accounts: Multiple options tailored to different needs, including no-fee accounts, interest-bearing accounts, and accounts with specialized features for frequent travelers.
- Savings Accounts: High-yield savings accounts designed to help customers grow their savings with attractive interest rates and flexible access options.
- Debit and Credit Cards: A range of debit cards linked to checking accounts and various credit card options, including rewards, cash back, and low-interest rate products.
- Loans: Various loan products, including:
- Personal Loans: Unsecured loans for various personal needs, such as home improvements or unexpected expenses.
- Home Loans: Mortgages offering competitive rates, including fixed-rate, adjustable-rate, and home equity loans.
- Auto Loans: Financing solutions for purchasing new or used vehicles with flexible terms and low rates.
- Student Loans: Private loan options to help fund higher education expenses, complementing federal aid.
- Lines of Credit: Flexible borrowing solutions allowing customers to access funds as needed.
- Online and Mobile Banking: Convenient digital banking services, enabling users to manage their accounts, transfer funds, and pay bills without visiting a branch.
Business Banking Services
Coastal Financial Corporation aims to support the financial health of businesses through comprehensive banking solutions. Key offerings include:
- Business Checking and Savings Accounts: Tailored accounts for businesses, designed to manage cash flow effectively.
- Merchant Services: Solutions to accept payments across various platforms, along with payment processing support.
- Commercial Real Estate Loans: Financing for purchasing or refinancing commercial properties, including offices, retail spaces, and industrial properties.
- Lines of Credit and SBA Loans: Flexible credit solutions and government-backed loan options for small businesses to foster growth.
- Corporate Credit Cards: Credit options specifically for businesses that facilitate expense management and cash flow.
- Cash Management Services: Solutions for managing liquidity, including payroll services, direct deposit, and electronic funds transfer options.
- Online Banking for Businesses: Providing a platform that allows businesses to perform banking transactions seamlessly and securely.
Investment Services
Through its broker-dealer subsidiary, Coastal Financial Corporation offers a suite of investment services tailored to aesthetic clientele:
- Securities Trading: Access to a wide range of securities, including stocks and bonds, allowing clients to build and manage investment portfolios.
- Mutual Funds and Exchange-Traded Funds (ETFs): A diverse selection of mutual funds and ETFs to diversify investment strategies.
- Annuities: Insurance-based products that provide a stream of income, protecting against outliving one’s assets.
- Retirement Accounts: Various options, including IRAs and 401(k) plans, designed to help individuals save for their retirement effectively.
- Financial Advisory Services: Expert advisors assist clients in developing personalized financial plans, investment strategies, and asset allocations aligned with their financial goals.
Private Banking Services
Coastal Financial Corporation recognizes the unique needs of high-net-worth individuals and provides private banking services such as:
- Personalized Financial Plans: Tailored strategies to meet the individual financial goals of clients.
- Dedicated Banking Services: Customized banking solutions, including concierge banking services for enhanced client experiences.
- Credit and Lending Solutions: Unique loan products and borrowing options tailored to their specific financial situations.
- Investment Insights and Advice: Specialized investment strategies that take into account the unique risks and opportunities faced by private clients.
Wealth Management Services
Focused on helping clients grow, preserve, and transfer their wealth, Coastal Financial Corporations wealth management services encompass:
- Retirement Planning: In-depth analysis and strategy development to help clients prepare for a comfortable retirement.
- Tax Planning: Strategies to minimize tax liabilities and maximize after-tax income through tax-efficient investment approaches.
- Estate Planning: Guidance on how to plan for the transfer of assets to heirs, including wills, trusts, and estate management.
- Trust and Fiduciary Services: Professional management of trusts and estates, ensuring that assets are distributed as per clients wishes.
- Insurance Planning: Comprehensive insurance solutions that protect against unforeseen events and ensure financial security for families and businesses.
Conclusion
Coastal Financial Corporation stands out as a versatile financial institution dedicated to meeting the needs of both individuals and businesses. Its expansive range of personal banking, business banking, investment, private banking, and wealth management services positions it as a holistic provider of financial solutions. With experienced advisors and personalized service, Coastal Financial Corporation empowers clients to achieve their financial aspirations, enhance their wealth, and secure their financial futures.
1. Personal Banking Services
Coastal Financial Corporation focuses on providing a wide selection of personal banking products that cater to individual customers. Key offerings include:
- Checking Accounts: Multiple options tailored to different needs, including no-fee accounts, interest-bearing accounts, and accounts with specialized features for frequent travelers.
- Savings Accounts: High-yield savings accounts designed to help customers grow their savings with attractive interest rates and flexible access options.
- Debit and Credit Cards: A range of debit cards linked to checking accounts and various credit card options, including rewards, cash back, and low-interest rate products.
- Loans: Various loan products, including:
- Personal Loans: Unsecured loans for various personal needs, such as home improvements or unexpected expenses.
- Home Loans: Mortgages offering competitive rates, including fixed-rate, adjustable-rate, and home equity loans.
- Auto Loans: Financing solutions for purchasing new or used vehicles with flexible terms and low rates.
- Student Loans: Private loan options to help fund higher education expenses, complementing federal aid.
- Lines of Credit: Flexible borrowing solutions allowing customers to access funds as needed.
- Online and Mobile Banking: Convenient digital banking services, enabling users to manage their accounts, transfer funds, and pay bills without visiting a branch.
Business Banking Services
Coastal Financial Corporation aims to support the financial health of businesses through comprehensive banking solutions. Key offerings include:
- Business Checking and Savings Accounts: Tailored accounts for businesses, designed to manage cash flow effectively.
- Merchant Services: Solutions to accept payments across various platforms, along with payment processing support.
- Commercial Real Estate Loans: Financing for purchasing or refinancing commercial properties, including offices, retail spaces, and industrial properties.
- Lines of Credit and SBA Loans: Flexible credit solutions and government-backed loan options for small businesses to foster growth.
- Corporate Credit Cards: Credit options specifically for businesses that facilitate expense management and cash flow.
- Cash Management Services: Solutions for managing liquidity, including payroll services, direct deposit, and electronic funds transfer options.
- Online Banking for Businesses: Providing a platform that allows businesses to perform banking transactions seamlessly and securely.
Investment Services
Through its broker-dealer subsidiary, Coastal Financial Corporation offers a suite of investment services tailored to aesthetic clientele:
- Securities Trading: Access to a wide range of securities, including stocks and bonds, allowing clients to build and manage investment portfolios.
- Mutual Funds and Exchange-Traded Funds (ETFs): A diverse selection of mutual funds and ETFs to diversify investment strategies.
- Annuities: Insurance-based products that provide a stream of income, protecting against outliving one’s assets.
- Retirement Accounts: Various options, including IRAs and 401(k) plans, designed to help individuals save for their retirement effectively.
- Financial Advisory Services: Expert advisors assist clients in developing personalized financial plans, investment strategies, and asset allocations aligned with their financial goals.
Private Banking Services
Coastal Financial Corporation recognizes the unique needs of high-net-worth individuals and provides private banking services such as:
- Personalized Financial Plans: Tailored strategies to meet the individual financial goals of clients.
- Dedicated Banking Services: Customized banking solutions, including concierge banking services for enhanced client experiences.
- Credit and Lending Solutions: Unique loan products and borrowing options tailored to their specific financial situations.
- Investment Insights and Advice: Specialized investment strategies that take into account the unique risks and opportunities faced by private clients.
Wealth Management Services
Focused on helping clients grow, preserve, and transfer their wealth, Coastal Financial Corporations wealth management services encompass:
- Retirement Planning: In-depth analysis and strategy development to help clients prepare for a comfortable retirement.
- Tax Planning: Strategies to minimize tax liabilities and maximize after-tax income through tax-efficient investment approaches.
- Estate Planning: Guidance on how to plan for the transfer of assets to heirs, including wills, trusts, and estate management.
- Trust and Fiduciary Services: Professional management of trusts and estates, ensuring that assets are distributed as per clients wishes.
- Insurance Planning: Comprehensive insurance solutions that protect against unforeseen events and ensure financial security for families and businesses.
Conclusion
Coastal Financial Corporation stands out as a versatile financial institution dedicated to meeting the needs of both individuals and businesses. Its expansive range of personal banking, business banking, investment, private banking, and wealth management services positions it as a holistic provider of financial solutions. With experienced advisors and personalized service, Coastal Financial Corporation empowers clients to achieve their financial aspirations, enhance their wealth, and secure their financial futures.