Castle Placement

What Castle Placement does

Castle Placement is a privately-held investment bank and capital raising advisory firm headquartered in New York, founded in 2009. The firm connects capital-seeking private companies with a network of over 3,000 private equity investors and lenders, operating as an exclusive private placement agent on individual capital raises. Its core offering spans venture capital, private equity, and M&A transactions across verticals including technology, healthcare, consumer products, industrial, AI infrastructure, biotech, gaming, and food & beverages.

The firm's underlying technology is a capital raising advisory and market intelligence compilation platform that aggregates deal flow data from primary third-party sources including Bloomberg, Crunchbase, and PitchBook. Castle Placement compiles this data into periodic sector-specific market intelligence reports across 15+ industry verticals, serving as a content marketing channel that generates top-of-funnel deal flow from both capital-seeking companies and institutional investors. Visible mandates include a $1M Pre-IPO Seed placement for Infinidium Power Corp. (March 2026) and a biotech capital raise for GenBio (December 2025).

The business model is a success-fee-based private placement agency: Castle Placement earns fees upon successful capital raises for its clients. The firm operates with 11-50 employees, serves U.S.-based clients primarily, and uses direct advisory distribution combined with content marketing through its market intelligence reports. The two primary customer segments are capital-seeking private companies (across multiple sectors) and investors/financial sponsors seeking deal flow and market intelligence.

Name

Castle Placement

Legal name

Castle Placement LLC

Website

https://castleplacement.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Castle Placement is a New York-based investment bank that connects private companies seeking capital with a network of over 3,000 private equity investors and lenders, serving as an exclusive private placement agent across sectors including technology, healthcare, biotech, and AI infrastructure.

Ownership category

akta.pro rank

Product category

Investment Banking & Capital Raising Advisory

NAICS

Investment Banking and Securities Intermediation (523150), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Other Financial Investment Activities (5239)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

akta.pro secondary industries

Private Equity Fundraising Placement (FSAEALAB), Venture Capital Fundraising Placement (FSAEALAC), Private Credit & Direct Lending Fundraising Placement (FSAEALAE), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Private placement agent
• Capital raising advisory
• Investment banking services
• Debt financing arrangement
• Market intelligence reports

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Distribution channels1 record

Marketing channels2 records

Core offering

Castle Placement is an investment bank that raises capital and arranges loans for companies from a network of over 3,000 private equity investors and lenders. The firm acts as an exclusive private placement agent for companies conducting capital raises and also publishes sector-specific market intelligence reports aggregating deal flow data from sources including Bloomberg, Crunchbase, and PitchBook across 15+ industry verticals.

Product overview

Castle Placement is an investment bank and capital raising advisory firm that publishes sector-specific market intelligence reports. Their primary offering consists of curated lists and compilations of capital raising transactions across various industry sectors, including data centers, pet tech, gaming and esports, apparel/beauty, food and beverages, cloud tech, and other verticals. These reports aggregate deal flow data from sources including Bloomberg, Crunchbase, and PitchBook and are compiled as market intelligence for companies seeking to understand the capital raising landscape. The firm also provides private placement agent services to companies conducting capital raises.

Differentiator

Problem solved

Functional benefit

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights3 records

Direct peers

• National Securities Corporation: National Securities is a New York-based investment bank and broker-dealer offering private placements, public offerings, and capital raising advisory for small-cap issuers, comparable in target market and service mix to Castle Placement.
• Alliance Global Partners (A.G.P.): Alliance Global Partners is a broker-dealer and investment bank providing private placement, capital raising, and advisory services to small- and mid-cap companies, directly comparable to Castle Placement's core placement and advisory offerings.
• Newbridge Securities Corporation: Newbridge Securities is a boutique broker-dealer and investment bank providing private placements and capital raising services, comparable in scale, service offering, and target client base to Castle Placement.
• EF Hutton: EF Hutton is a U.S.-based investment bank and capital markets advisory firm providing private placement and capital raising services for small- and mid-cap issuers, directly comparable to Castle Placement's placement and advisory model.
• Joseph Gunnar & Co. Joseph Gunnar & Co. is a New York-based investment bank providing private placements, capital markets advisory, and institutional services to small-cap companies, comparable in service mix and client segment to Castle Placement.
• Maxim Group: Maxim Group is a full-service investment bank and broker-dealer offering private placements, capital raising, and investment banking services, overlapping closely with Castle Placement's mandate types and client segment.
• Aegis Capital Corp. Aegis Capital is a New York-based investment bank and broker-dealer providing capital raising, private placements, and advisory services to small- and mid-cap issuers, directly comparable in scope and client base to Castle Placement.
• Spartan Capital Securities: Spartan Capital Securities is a New York-based broker-dealer and investment bank engaged in private placements, capital raising, and advisory for small-cap companies, directly competing with Castle Placement for similar mandates.
• ThinkEquity: ThinkEquity is a boutique investment bank providing capital raising, private placements, and advisory to growth-stage companies, directly comparable in business model and target issuer profile to Castle Placement.
• H.C. Wainwright & Co. H.C. Wainwright & Co. is a U.S.-based investment bank focused on private placement and capital raising advisory for small- and mid-cap issuers, closely matching Castle Placement's placement agent model and target client profile.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/castleplacement
• LinkedInlinkedin.com/company/castle-placement

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Castle Placement