About Castle Wealth Advisors
Castle Wealth Advisors is a company based in Indianapolis (United States) founded in 1973 was acquired by Creative Planning in April 2021.. Castle Wealth Advisors offers products and services including Wealth Management, Investment Management, Financial Planning, and Strategic Tax Planning. Castle Wealth Advisors operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Indianapolis, United States
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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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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
Employee Count
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Acquired by
Creative Planning
(Apr 27, 2021)
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Products & Services of Castle Wealth Advisors
Castle Wealth Advisors offers a comprehensive portfolio of products and services, including Wealth Management, Investment Management, Financial Planning, and Strategic Tax Planning. 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.
Service for optimizing investments and taxes for expats.
Customized plans for cross-border investment strategies.
Advice on retirement and estate planning for U.S. citizens abroad.
Guidance on U.S. tax compliance and international regulations.
Funding Insights of Castle Wealth Advisors
| 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 Castle Wealth Advisors
Castle Wealth Advisors has secured backing from 1 investor. Prominent investors backing the company include Creative Planning. 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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Provider of wealth management services
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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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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Castle Wealth Advisors
| 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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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Castle Wealth Advisors
| 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 |
Castle Wealth Advisors Comparisons
Competitors of Castle Wealth Advisors
Castle Wealth Advisors 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, 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 |
M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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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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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Castle Wealth Advisors
Frequently Asked Questions about Castle Wealth Advisors
When was Castle Wealth Advisors founded?
Castle Wealth Advisors was founded in 1973.
Where is Castle Wealth Advisors located?
Castle Wealth Advisors is headquartered in Indianapolis, United States. It is registered at Indianapolis, Indiana, United States.
What does Castle Wealth Advisors do?
Castle Wealth Advisors wealth management firm, focusing on offering financial products and advice, managing assets, and managing wealth portfolios. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.
Who are the top competitors of Castle Wealth Advisors?
Castle Wealth Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Castle Wealth Advisors offer?
Castle Wealth Advisors offers Wealth Management, Investment Management, Financial Planning, and Strategic Tax Planning.
Who are Castle Wealth Advisors's investors?
Castle Wealth Advisors has 1 investor. Key investors include Creative Planning.
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