Coastal Wealth

Elevating a firm built on people, purpose, and performance.

We partnered with Coastal Wealth to redefine how a $25B advisory firm shows up to advisors and clients alike, as a brand of confidence, warmth, and supported independence.

Start Your Project
Start Your Project

Overview

Coastal Wealth needed to strengthen its attraction power, to recruit top advisors, attract discerning clients, and reflect the entrepreneurial vision of its CEO, Jeremy Straub.

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Together, we built a brand system rooted in supported independence, behavioral planning, and modern refinement, turning a large firm into a human-first experience.

Evolving a brand without breaking it.

Coastal’s legacy logo held strong recognition.
We refined it, modernized line weights, elevated typography, introduced a new color palette, and aligned every visual touchpoint under one unified system.

From firm to movement.

Clarifying Coastal’s belief: better advisors build better lives.

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We redefined the Coastal narrative around growth-minded advisors becoming business leaders.

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The brand now celebrates entrepreneurial spirit, multigenerational planning, and quiet confidence, modern, warm, and distinctly human.

From firm to movement.

Clarifying Coastal’s belief: better advisors build better lives.

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We redefined the Coastal narrative around growth-minded advisors becoming business leaders.

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The brand now celebrates entrepreneurial spirit, multigenerational planning, and quiet confidence, modern, warm, and distinctly human.

Where the brand comes to life.

We designed a photoshoot blending Miami sophistication with old-world cinematic charm, 1960s European inspiration meets modern Americana.

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Each image captures advisors and clients in motion: unposed, authentic, and aspirational.

Where the brand comes to life.

We designed a photoshoot blending Miami sophistication with old-world cinematic charm, 1960s European inspiration meets modern Americana.

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Each image captures advisors and clients in motion: unposed, authentic, and aspirational.

Bringing the brand to every screen.

We built a social content system that connects advisor recruiting, leadership voice, and client storytelling.

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Templates, tone, and photography align under one visual rhythm, confident, consistent, and credible.

Build your firm’s next chapter.

what happens when clarity meets creativity.

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Let’s bring that same level of focus to your brand.

Schedule a Discovery Call
Schedule a Discovery Call

Choose the Format
That Fits Your Firm

Full Funnel Execution

Best for firms that want us to own the whole system. Strategy, setup, follow-up, done.

Lead Delivery + Support

Already have a funnel? We’ll plug in and amplify what’s working, with lead support included.

Consulting + Campaign Setup

For firms with in-house teams who need the right launchpad, strategy, copy, and creative, delivered.

Built for High-Intent Operators

We work with leaders who want results, not theory. Whether you're an advisor, COO, or head of marketing, we slot in as your growth engine.

  • Independent Advisors

  • Insurance and P&C Firms

  • VA and Admin Support Companies

  • Recruiting Teams
  • RIA Platform Operators

Let’s Build a System That Performs

From first click to final booking, we’ll build the marketing engine your business deserves.

Book a Discovery Call
Book a Discovery Call

We Build With You. Not Around You.

Revolt was created by firm builders who’ve scaled real platforms, led top-performing teams, and lived the grind. We bring that experience to every partnership, with systems designed to grow your brand, not ours.

Execution-Ready

Operator-Led

White-Labeled

Advisor-First

Full-Stack Platform

What life, changing growth looks like

“We were running three different vendors across marketing, recruiting, and life. Nothing was connected. I brought in Revolt, and within 90 days we had a full pipeline, a clear message, and two new advisors onboarding. I’ve never felt this supported, and I’ve been in the business 14 years.”

— Firm Owner, Florida

Ready to Talk? Let’s Map Out Your Next Move.

Speak directly with a Revolt partner. No pressure. Just clear insight and honest advice about what’s possible for your firm.

Schedule a Call
Schedule a Call

Advisor Recruiting

We build and run custom campaigns that attract experienced advisors who align with your platform. Our team handles strategy, creative, and outreach. You get qualified conversations with people who are ready to move.

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  • Co-branded funnels and ad campaigns
  • Live webinars and virtual events
  • One-on-one follow-up and conversion support.
GO TO ADVISOR RECRUITING
GO TO ADVISOR RECRUITING

Life Insurance Infrastructure

Revolt gives your team access to a full-service life platform. You can quote, design, and close with direct underwriting support and white-glove case management. Everything runs through your brand. No noise, no channel conflict.

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  • Multi-carrier quoting and case design
  • Medical record review and field underwriting
  • White-labeled delivery and advisor-first service
GO TO LIFE INSURANCE
GO TO LIFE INSURANCE

Why Employers and Advisors Come to Us

Whether you’re a business owner or an advisor, most people come to us for the same reason: something’s broken, and no one else is fixing it.

Lets Fix it Together
Lets Fix it Together

“Our broker never calls back.”

That’s not how we operate.

“Our premiums keep going up.”

We identify waste and explore smarter strategies for control.

“We’re growing fast and need structure.”

We build systems that grow with you.

“A key claim got denied. Now leadership’s upset.”

We step in with speed, clarity, and advocacy that protects relationships.

Structure. Strategy. Support.

1. Discovery Call

The foundation done right.

We learn your goals, pain points, and what’s working.

2. Plan Review

Retention boosters. Culture builders.

We audit your current setup and spot the gaps.

3. Strategic Build

We plug in where you need us.

We create a smarter, leaner plan with better structure and stronger support.

4. Ongoing Advocacy

Smarter structure. Less stress.

We handle renewals, billing issues, and employee needs so you don’t have to.

What You Get With Revolt
(That Most Firms Don’t Offer)

Most Brokers

The foundation done right.

  • Template plans
  • Reactive service
  • Limited compliance help
  • Focused on renewals
  • Commission-driven

Revolt Benefits

Retention boosters. Culture builders.

  • Custom strategy for every client
  • Proactive, high-touch support
  • Limited compliance help
  • Focused on renewals
  • Commission-driven

Trusted by Advisors Nationwide

"The one-page summaries helped me present like a pro in front of my client's CPA. It made a huge difference."

“Most of our clients come from referrals and stay for the service.”

Built for Employers and Advisors Who Lead from the Front

We support the ones who take responsibility for their teams. Whether you’re running a business or advising one, we help you build better plans and get the results your people deserve.

Small and Midsize Employers

Strategic Planning Call

You’ve outgrown the big-box brokers. We bring clarity, structure, and hands-on support to teams of 2 to 200.

Scaling Fast?

Carrier Onboarding & Fast-Track Access

Growth brings complexity. We help you build systems that keep up with new hires, new needs, and new expectations.

Advisors Who Want a Real Partner

Sales Insider +Live Deal Support

You take care of your clients. We help you look even better by delivering white-glove support under your brand.

Great Life Business Starts With Great Support

We support the ones who take responsibility for their teams. Whether you’re running a business or advising one, we help you build better plans and get the results your people deserve.

Advisors Deserve True Partnership

Strategic Planning Call

You're not just another code in a system. We invest in your success with hands-on support, case strategy, and real relationships.

Process Should Work Like You Do

Carrier Onboarding & Fast-Track Access

We keep things lean, modern, and flexible, no bloated tech or extra steps. You get what you need, nothing you don’t.

Every Case Deserves Intelligence

Sales Insider +Live Deal Support

We don’t just push paperwork. We shape, position, and fight for the best outcome, every time.

One Platform.
Six Growth Engines.

Revolt equips your business with deep infrastructure across six verticals. Every solution is built to accelerate growth, strengthen your brand, and increase control.

Advisor
Recruiting

Explore Recruiting

Life
Insurance

Explore Life

P&C
Insurance

Explore P&C

Marketing &
Advertising

Explore Marketing

We’ve Lived the Pain of Building. That’s Why We Built Revolt.

Strategy
Matters

Advisors don’t need more tools. They need clear direction and hands-on support.

Growth Needs Structure

Firms thrive when they’re backed by systems, not just pressure.

Ownership Comes First

We believe in empowering brands, not absorbing them.

Explore the Platform
Explore the Platform

One Platform.
Six Growth Engines.

Revolt helps advisors and firm leaders scale with structure. Each vertical delivers focused results. Everything runs through your brand, with your goals in mind.

Advisor
Recruiting

Bring in the right people through targeted campaigns and hands-on support.

Explore Recruiting

Staff
Recruiting

Fill service and support roles with pre-vetted professionals who know the industry.

Explore Staff Recruiting

Life
Insurance

Quote, design, and close with a full-service life platform built around the advisor.

Explore Life

P&C
Insurance

Offer personal and commercial lines through a system designed to expand your reach.

Explore P&C

Group
Benefits

Win business clients by delivering smart benefit plans and responsive service.

Explore Group

Marketing & Advertising

Run growth campaigns with clarity, confidence, and execution that moves fast.

Explore Marketing

Who We Work With

We partner with growing companies, the advisors who support them, and teams that care about getting benefits right, not just checking a box.

Small & Midsize
Employers

Too small for big brokers, too big to guess? You’re in the sweet spot. We build plans that fit your size, values, and goals.

See Who We Help
See Who We Help

Scaling
Fast?

Growth is great until your benefits can’t keep up. We help fast-moving teams build structure that supports scale.

Plan for Scale
Plan for Scale

Advisors
Who Care

Advisors trust us to show up, solve problems, and make them look great, without the heavy lift.

Talk to Our Team
Talk to Our Team

Proven by Results. Trusted by Builders.

"We plugged into their Life & P&C verticals and unlocked an entirely new revenue stream, without hiring in-house."

— Principal, Independent RIA

"This is what the industry’s been missing. A real partner that gets the business and delivers without ego."

— Advisor, Breakaway Team

"We plugged into their Life & P&C verticals and unlocked an entirely new revenue stream, without hiring in-house."

— Principal, Independent RIA

Ready to Talk? Let’s Map Out Your Next Move.

Speak directly with a Revolt partner. No pressure. Just clear insight and honest advice about what’s possible for your firm.

Schedule a Call
Schedule a Call

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Book Your discovery call
Book Your discovery call

Let’s Make Your Benefits Work for You

Whether you’re building a plan for your team or need a partner who can support your clients, we’re here to help, without pressure, jargon, or hidden agendas.

Schedule a Call
Schedule a Call

Let’s Make Your Benefits Work for You

Whether you’re building a plan for your team or need a partner who can support your clients, we’re here to help, without pressure, jargon, or hidden agendas.

Schedule a Call
Schedule a Call

Built for
Firm Builders

Independent Advisor

Grow with better support and full control of your brand.

Firm
Owners

Scale faster with the right systems and people behind you.

Breakaway Teams

Launch strong with infrastructure built for independence.

New
Talent

Start your career with structure, support, and direction.

Explore the Platform
Explore the Platform

Real Marketing for Real Business Growth

We partner with firms that are tired of vanity metrics, vendor runarounds, and fluffy deliverables. Our team handles strategy, creative, media buying, automation, and appointment follow-up in-house. Every campaign is custom-built and optimized for results.

Explore Your Path
Explore Your Path

Strategy That Maps to Revenue

We build every campaign to move your bottom line, not your social feed.

Concierge-Level Follow-Up

Our team confirms meetings, handles reschedules, and keeps calendars full.

Ongoing Optimization

Performance is tracked weekly and refined with a clear plan.

In-House Execution

No outsourcing. Our internal team manages every asset, ad, and automation.

Designed for Growth-Focused Operators

Whether you're an individual advisor, an agency leader, or the head of a national platform, we help you create systems that generate conversations, not confusion.

Financial
Advisors

Producers ready to scale without becoming full-time marketers.

Newer Advisors
Insurance Firms (P&C, VA, Life)

Firms that need volume, compliance-ready messaging, and campaign visibility.

Marketing Leaders
& COOs

Operators who want a strategic partner they can trust to own the front end.

Built to Perform in a Complex Industry

Specialized for Advisors

We don’t run ecommerce ads. We only work with advisors, agents, and firms in financial services.

Hands-Free Execution

You stay focused on serving clients and closing deals. We handle the top of the funnel for you.

Pricing That Scales With You

No weird pricing models or pay-per-lead gimmicks. Just a flat monthly fee that delivers volume and consistency.

Two Core Offers. One Clear Focus.

Appointment Setting for Advisors

We run outbound and inbound campaigns that generate real meetings. Our concierge team ensures every call shows up.

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See Service Details
See Service Details

Lead Generation
for Firms

We design and manage high-volume funnels for firms who want consistent lead flow and transparent ROI.

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Explore This Offer
Explore This Offer

Proven Systems. Real Results.

Every campaign is custom, but our philosophy is consistent. We care about outcomes, and we build the systems to get there.

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Clarity Over Complexity

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Clean structure. No guesswork.

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Execution Over Theory

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Our work lives in the real world, not in a pitch deck.

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Performance Over Promises

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We don’t talk in hypotheticals. We report in hard numbers.

“This Is the Best
Money I Spend All Month.”

“I used to spend hours trying to book one decent meeting. Now I show up and talk to prospects who are ready.”

— Independent Advisor, Florida

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“We rolled this out for our entire team. The results have been strong and consistent.”

— RIA Partner, Georgia

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Real Scale. Real Support.

Enterprise scale with boutique-level partnership.

300+

Financial
Professionals

$25B+

Assets
Managed

30+

Advisor
Development Programs

4.9

Advisor
Satisfaction
Rating

Multiple

Regional Offices

Fully

Integrated Platform Infrastructure

Not sure how to attract the right clients? That’s exactly what this call is for.

Marketing looks different for every firm. We’ll listen to where you’re at, understand your goals, and help you find a path that actually works for your audience. No jargon, no pressure — just a real conversation with someone who gets it.

book a call
book a call
https://revolt-dev.webflow.io/
© 2025 Revolt. All rights reserved
© 2025 Revolt. All rights reserved