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
*********
- Legal Name Castellan Group
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- 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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Castellan
Castellan has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Universal Forest Products. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Construction products and home furniture are manufactured by the company.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Castellan
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Castellan
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Castellan Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Castellan
Frequently Asked Questions about Castellan
When was Castellan founded?
Castellan was founded in 2018.
Where is Castellan located?
Castellan is headquartered in Louisville, United States. It is registered at Louisville, Kentucky, United States.
How many employees does Castellan have?
As of Dec 31, 2022, the latest employee count at Castellan is 5.
What does Castellan do?
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.
Who are the top competitors of Castellan?
Castellan's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Castellan offer?
Castellan offers Investment Management, Private Investments, and Family Office Services.
Who are Castellan's investors?
Castellan has 1 investor. Key investors include Universal Forest Products.
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