Scaling Nationally Without Losing Sight of the Client

How Coastline Wealth Quadrupled AUM with Hubly

“I can look into any office, at any time, and see exactly what is happening with every client. That used to take five phone calls. Now it takes five seconds.”

Denis O’Leary

Director of Wealth Management
Coastline Wealth Management

When Denis O’Leary joined Coastline Wealth Management, the firm had ambitious growth goals, expanding nationwide and scaling from $1B to nearly $5B in assets under management.*

To get there, Coastline needed a stronger operational backbone.

Each location had been running its own processes, handoffs were inconsistent and CRM alone couldn’t provide the collaboration or visibility needed to support rapid growth. Hubly helped unify every advisor and office under one flexible, scalable operations layer. Over 200 workflows now power Coastline’s advisor onboarding, client service and acquisition playbooks, bringing structure, accountability and a shared rhythm to teams across 13 offices.

_{*AUM as of 9/30/2025 The AUM data was calculated from Advisor Insights.}