About Castle Wealth Advisors
Castle Wealth Advisors is a Financial Services company based in Indianapolis (United States) founded in 1973, and was acquired by Creative Planning in April 2021. It operates as a wealth management firm. Castle Wealth Advisors offers products and services including Wealth Management, Investment Management, Financial Planning, and Strategic Tax Planning. Its focus areas include Asset Management and Wealth Management. Its competitors include Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning and 5 more; 5 of its 10 listed competitors have raised funding.
Company details
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.
- Headquarters Indianapolis, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website castle3.com
- Social LinkedIn YouTube
- Acquired by Creative Planning (Apr 2021)
- Investors
- Acquired byCreative Planning
(Apr 2021)
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.
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.
Apps and channels of Castle Wealth Advisors
its YouTube channel Creative Planning International fka Thun Financial has 629 subscribers and 17 videos.
Videos from Castle Wealth Advisors
The most watched videos on Castle Wealth Advisors's YouTube channel, Creative Planning International fka Thun Financial (629 subscribers). Click a video to play it here.
Investors in Castle Wealth Advisors
Castle Wealth Advisors has secured backing from 1 investor. Prominent investors backing the company include Creative Planning.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of wealth management services | 1983 | creativeplanning.com | Overland Park, United States |
Investor details for Castle Wealth Advisors
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Timeline of Castle Wealth Advisors
2 dated milestones of Castle Wealth Advisors across 48 years, from founding to its latest funding, stage changes and deals.
- Founded Castle Wealth Advisors is founded.
- Exit Acquired by Creative Planning.
Competitors of Castle Wealth Advisors
Castle Wealth Advisors has 10 listed competitors in our database, 5 of them funded. They include Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | – | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | |
| wintrust.com | 1991 | Rosemont, United States | – | 10,463 | Bank offering diversified financial services | |
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | – | Business consulting services are provided to banks and lending institutions. | |
| aleragroup.com | 1995 | Deerfield, United States | $250M | – | HR, insurance, and liability services are provided by Alera Group. | |
| creativeplanning.com | 1983 | Overland Park, United States | – | 97 | Provider of wealth management services | |
| hightoweradvisors.com | 2008 | Chicago, United States | $129.4M | – | Provider of wealth management services | |
| myfw.com | 2004 | Denver, United States | $51.36M | 256 | Wealth management firm | |
| bostonprivate.com | 1986 | Boston, United States | – | – | Wealth management services are offered by Boston Private. | |
| berkadia.com | 2009 | New York, United States | $1B | 1,266 | Wealth management services are provided to clients by Berkadia. | |
| zionsbank.com | 1873 | Salt Lake, United States | – | – | Zions Bank provides private banking and wealth management services for high-net-worth individuals and families. |
Detailed competitors of Castle Wealth Advisors
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- Full competitor set
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Web traffic of Castle Wealth Advisors
Websites that share an audience with Castle Wealth Advisors (castle3.com).
Websites whose visitors overlap most with Castle Wealth Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| google.com | 100% | 85.8B | #1 | View details |
Top companies in Asset Management
10 companies that operate in the same segment as Castle Wealth Advisors (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Related news about Castle Wealth Advisors
Complete news archive for Castle Wealth Advisors
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Frequently Asked Questions about Castle Wealth Advisors
Castle Wealth Advisors was founded in 1973.
Castle Wealth Advisors is headquartered in Indianapolis, United States. It is registered at Indianapolis, Indiana, United States.
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.
Castle Wealth Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Castle Wealth Advisors offers Wealth Management, Investment Management, Financial Planning, and Strategic Tax Planning.
Castle Wealth Advisors has 1 investor. Key investors include Creative Planning.
Yes. Castle Wealth Advisors was acquired by Creative Planning in April 2021.