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
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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.
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
Detailed funding history for Castle Wealth Advisors
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Investors in Castle Wealth Advisors
Castle Wealth Advisors has secured backing from 1 investor. Prominent investors backing the company include Creative Planning.
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Investor details for Castle Wealth Advisors
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by Castle Wealth Advisors
Investment portfolio details for Castle Wealth Advisors
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Financial Statements - Castle Wealth Advisors
Detailed financials for Castle Wealth Advisors
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Castle Wealth Advisors Comparisons
Peer comparison for Castle Wealth Advisors
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
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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.
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M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of Castle Wealth Advisors
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Latest news on 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.