About Castellan
Castellan is a company based in Louisville (United States) founded in 2018 was acquired by Universal Forest Products in September 2023. The company has 5 employees as of December 31, 2022. Castellan offers products and services including Investment Management, Private Investments, and Family Office Services. Castellan operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter Louisville, United States
- Employees 5 as on 31 Dec, 2022
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Castellan Group
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
5
as on Dec 31, 2022
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Acquired by
Universal Forest Products
(Sep 27, 2023)
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Products & Services of Castellan
Castellan offers a comprehensive portfolio of products and services, including Investment Management, Private Investments, and Family Office Services.
Proprietary strategies for risk management and asset growth.
Funding and support for healthcare, green tech, and emerging brands.
Holistic support for tax, estate, philanthropy, and risk management.
Funding Insights of Castellan
Detailed funding history for Castellan
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Investors in Castellan
Castellan has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Universal Forest Products.
| Investor | Description | Founded Year | Domain | Location |
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Construction products and home furniture are manufactured by the company.
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Investor details for Castellan
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Investments & Acquisitions by Castellan
Investment portfolio details for Castellan
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Financial Statements - Castellan
Detailed financials for Castellan
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Castellan Comparisons
Peer comparison for Castellan
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Competitors of Castellan
Castellan operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Asset management and investment advisory services are provided to clients.
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Wealth management solutions are delivered for asset managers.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Detailed competitors of Castellan
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Latest news on Castellan
Complete news archive for Castellan
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Frequently Asked Questions about Castellan
Castellan was founded in 2018.
Castellan is headquartered in Louisville, United States. It is registered at Louisville, Kentucky, United States.
As of Dec 31, 2022, the latest employee count at Castellan is 5.
Castellan was founded in 2018 and is based in Louisville, United States. Investment and financial advisory services are offered within the financial sector. Operations center on advisory support for clients in these areas. The company is led by Managing Director Barry Brauch. Its online presence is maintained through the domain castellangroup.com.
Castellan's top competitors include Fidelity Investments, Investec and S&P Global.
Castellan offers Investment Management, Private Investments, and Family Office Services.
Castellan has 1 investor. Key investors include Universal Forest Products.