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Coinage App

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Firm Details

Metro area Seattle
CRD Number 343278
Website coinage-app.com
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Overview

Coinage App LLC is a Seattle-based SEC-registered digital investment adviser founded in 2025. The company provides retail investors with online and mobile investment-advisory services built around proprietary model portfolios called “Nests.” Its platform combines risk profiling, brokerage connectivity, automated portfolio monitoring, recurring investments, goal-based investing, rebalancing, and spending-linked investment rules. Coinage offers both discretionary and non-discretionary advisory arrangements and focuses primarily on individual stocks and ETFs. Client assets are maintained with third-party brokerage and custodial providers rather than directly by Coinage. The firm monetizes through subscription plans and asset-based advisory fees and targets individual and high-net-worth retail investors.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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