Castle Placement

Growth Stage

The Premier Private Capital Investment Bank



Self Managed

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Max. Goal


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Security Type

Equity - Common



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New York, New York


Financial & Insurance Products & Services

Tech Sector


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Business Type


Castle Placement is raising funds independently through Reg A+ crowdfunding. The company offers a platform for private companies to raise equity and debt as capital. The data-driven technology platform of Castle Placement is led by an experienced investment banking team and has access to over 600,000 accredited investors and 64,500 private equity, venture capital, pension funds, hedge funds, and lenders. Castle Placement facilitates Reg A, Reg CF, and Reg D 506(c) offerings. Ken Margolis and Richard Luftig founded Castle Placement in 2009. The current crowdfunding campaign has a maximum target of $75 million. The campaign proceeds will be used for data and technology, marketing, business development, hiring, and working capital.

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Auditor: Rubio CPA PC
Financials as of: 09/27/2022
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Castle Placement on Self Managed 2022
Platform: Self Managed
Security Type: Equity - Common
Valuation: $75,000,000

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