About StoneCastle
StoneCastle is a Business Services company based in New York (United States) founded in 2003, and was acquired by Fiserv in October 2025. Provider of insured deposits and funding solutions for banks. StoneCastle offers products and services including Insured Deposits and Enterprise Solutions. Its focus areas include Investment Industry and Business Brokers. Its legal entity is StoneCastle Cash Management, LLC.
Company details
StoneCastle provides insured deposits and funding solutions for banks, enabling over 1,000 banks in the U.S. to obtain low-cost, stable deposits from thousands of trustworthy institutions. They are a trusted partner to 2,500 institutions, offering efficient and flexible funding options.
- Headquarters New York, United States
- Stage Acquired
- SectorsBusiness Services
- Phone•••• ••••
- Website stonecastle.com
- Social LinkedIn
- Acquired by Fiserv (Oct 2025)
- Legal Name Stonecastle Cash Management, Llc
- InvestorsCanadian Imperial Bank of Commerce
& 2 more
- Acquired byFiserv
(Oct 2025)
Products & Services of StoneCastle
StoneCastle offers a comprehensive portfolio of products and services, including Insured Deposits and Enterprise Solutions.
Insured deposits are managed to optimize funding for depositors and provide stability to depository institutions.
Enterprise solutions are offered to enhance deposit optimization and funding efficiency for various institutions.
Funding Insights of StoneCastle
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of StoneCastle with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2012 | Unspecified | – | – | ||
| Jan 2008 | Seed | – | Charlesbank Capital Partners | – |
3 investors in total: 3 institutional.
Investors in StoneCastle
StoneCastle has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include Canadian Imperial Bank of Commerce, Fiserv and Charlesbank Capital Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm | charlesbank.com | Boston, United States | ||
Commercial banking services are provided to individuals and businesses. | 1867 | cibc.com | Toronto, Canada | |
Diversified financial solutions for business processing and management are provided. | 1984 | fiserv.com | United States |
Investor details for StoneCastle
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of StoneCastle
37 people are tracked at StoneCastle (18 in leadership, 14 in board & advisors, 5 in team).
| Name | Role | Group |
|---|---|---|
Tom Brannen | Director Of Technology | Leadership |
Erik Eisenstein | Managing Director | Leadership |
Yi Cheng | Managing Director & Chief Architect | Leadership |
Eric S. Lansky | Managing Director | Leadership |
Dan Farrell | CEO | Leadership |
Patrick J. Farrell | Chief Financial Officer | Leadership |
Shawn Tay | CTO | Leadership |
Kim Weeks | Managing Director | Leadership |
Rick Grove | Chief Compliance Officer | Leadership |
Brandon Semilof | Managing Director | Leadership |
Robert Collins | Managing Director | Leadership |
Frank V. Bonanno | Managing Director & Head of Marketing | Leadership |
Erik J. | Vice President, Cambr (acquired By National Bank Holdings Corporation, Nyse: Nbhc) | Leadership |
Rob Holmen | President | Leadership |
Bill Abernathy | Vice President | Leadership |
Henley Smith | Executive Vice President/senior Relationship Manager | Leadership |
Paul Wood | Vice President | Leadership |
Robert McPherson | Managing Director | Leadership |
Emil W. Henry , Jr. | Director | Board & advisors |
Alan Ginsberg | Director | Board & advisors |
17 more people are available in the full profile.
Complete people profiles for StoneCastle
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of StoneCastle
4 dated milestones of StoneCastle across 22 years, from founding to its latest funding, stage changes and deals.
- Founded StoneCastle is founded.
- Funding First funding round.
- Funding Latest funding round, Unspecified,.
- Exit Acquired by Fiserv.
Web traffic of StoneCastle
The website of StoneCastle (stonecastle.com) receives about 4.7K visits a month.
- Monthly visits4.7K
▲ 32.2% vs previous month
Top companies in Professional Consulting & Advisory
3 companies that operate in the same segment as StoneCastle (Professional Consulting & Advisory) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of data analytics, cloud modernization, management strategy, and digital transformation services | 1998 | Aliso Viejo, California, United States | USD 250 M | USD 59.61 M | 1,905 | |
Diversified insurance brokerage and risk management services are offered worldwide. | 1927 | Rolling Meadows, Illinois, United States | USD 13.94 B | 56,000 | ||
Talent acquisition and consulting services are provided globally. | 1969 | Los Angeles, California, United States | USD 2.94 B | 9,250 |
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Related news about Stonecastle
Complete news archive for StoneCastle
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Frequently Asked Questions about StoneCastle
StoneCastle was founded in 2003 and raised its 1st funding round 5 years after it was founded.
StoneCastle is headquartered in New York, United States. It is registered at New York, New York, United States.
StoneCastle provides insured deposits and funding solutions for banks, enabling over 1,000 banks in the U.S. to obtain low-cost, stable deposits from thousands of trustworthy institutions. They are a trusted partner to 2,500 institutions, offering efficient and flexible funding options.
StoneCastle offers Insured Deposits and Enterprise Solutions.
StoneCastle has 3 investors. Key investors include Canadian Imperial Bank of Commerce, Fiserv, and Charlesbank Capital Partners.
StoneCastle operates through Stonecastle Cash Management, Llc.
Yes. StoneCastle was acquired by Fiserv in October 2025.