Castle Financial
Finance · New York, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
590 Madison Ave Fl 21, New York City, Ne...Phone Number
(212) 521-4348Website
www.castlefinancial.comRevenue
$5.5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
2
2
1
1
1
About Castle Financial
Castle Financial Services is an independent SEC Registered Investment Advisory Firm that prioritizes clients' interests by offering personalized financial guidance. They provide a range of services including wealth management, retirement planning, risk management, and family legacy planning. Their target clients include individuals seeking to achieve their financial goals during their working years and into retirement. Led by Al Procaccino II, the firm emphasizes a risk-averse approach and tactical investment strategies to secure clients' financial futures.Explore more
Castle Financial Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Castle Financial your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check out if Castle Financial is spiking on competitors!
Check if Castle Financial has recently received funding, and reach out quickly before it becomes old news!
Castle Financial, which may be a good buyer, showed buying intent in Masked Content Topic
Click to see if Castle Financial had a recent Job posting/layoffs
Funding: Get notified immidiatlly once Castle Financial has new funding data
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Earning: See what the market has to say on Castle Financial recently announced quarterly report
Product Launch: Get notified when Castle Financial launches new products
Website visits: Recent activity has been detected on your website
Congratulate Masked Content for being promoted to Masked Content at Castle Financial
Recommended Actions
Find VP level buyers at Castle Financial
Find more new buyers
Compare Similar Companies to Castle Financial
Compare insights from companies similar to Castle Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Castle Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Castle Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Castle Financial.
Castle Financial Tech Stack
A closer look at the technologies used by Castle Financial
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Castle Financial
Sign Up For FreeTo access detailed company insights
Castle Financial Services is an independent SEC Registered Investment Advisory Firm that prioritizes clients' interests by offering personalized financial guidance. They provide a range of services including wealth management, retirement planning, risk management, and family legacy planning. Their target clients include individuals seeking to achie... Read More
