Insights

Niche Investment Focus Castle Investment Management focuses on managing the Castle Tandem Fund, indicating specialized expertise in fund management within the investment industry, which can open opportunities for tailored financial solutions and technology integrations.

Small but Agile With a team of only 2-10 employees, the company demonstrates agility and personalized service potential, suggesting they value specialized support and could benefit from scalable technology tools or consulting services.

Revenue Potential The company's revenue range of 1 to 10 million USD presents a solid mid-market opportunity for financial services, investment products, or technology solutions aimed at similarly sized firms.

Tech Stack Compatibility Utilizing common web technologies like WordPress, MySQL, and SEO tools indicates openness to digital solutions and online marketing enhancements that could improve client engagement or operational efficiency.

Competitive Positioning Compared to larger peers, such as Saturna Capital or Kingswood Capital Management, Castle Investment Management appears to occupy a niche market segment where personalized, boutique investment management services could be a key selling point for targeted outreach.

Castle Investment Management Tech Stack

Castle Investment Management uses 8 technology products and services including WordPress, MySQL, Google Fonts API, and more. Explore Castle Investment Management's tech stack below.

WordPress

Content Management System

MySQL

Database

Google Fonts API

Font Scripts

jQuery

Javascript Libraries

LeadBoxer

Lead Generation

Google Maps

Maps

Priority Hints

Performance

Yoast SEO

Search Engines

Castle Investment Management Email Formats	Example	Percentage
FLast@castleim.com	JDoe@castleim.com	50%
FLast@castleim.com	JDoe@castleim.com	50%

Castle Investment Management Email Formats

Example

Percentage

FLast@castleim.com

JDoe@castleim.com

50%

FLast@castleim.com

JDoe@castleim.com

50%

Frequently Asked Questions

What is Castle Investment Management's phone number?

You can contact Castle Investment Management's main corporate office by phone at

+1-703-260-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Castle Investment Management's official website and social media links?

Castle Investment Management's official website is castleim.com and has social profiles on LinkedIn.

What is Castle Investment Management's SIC code NAICS code?

Castle Investment Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Castle Investment Management have currently?

As of December 2025, Castle Investment Management has approximately 3 employees across 2 continents, including EuropeNorth America. Key team members include Co-Founder, Managing Director: A. W.. Explore Castle Investment Management's employee directory with LeadIQ.

What industry does Castle Investment Management belong to?

Castle Investment Management operates in the Investment Management industry.

What technology does Castle Investment Management use?

Castle Investment Management's tech stack includes WordPressMySQLGoogle Fonts APIjQueryLeadBoxerGoogle MapsPriority HintsYoast SEO.

What is Castle Investment Management's email format?

Castle Investment Management's email format typically follows the pattern of FLast@castleim.com. Find more Castle Investment Management email formats with LeadIQ.

When was Castle Investment Management founded?

Castle Investment Management was founded in 2010.

Castle Investment Management

Q: How many employees does Castle Investment Management have currently?

Castle Investment Management has approximately 3 employees.

Q: What technology does Castle Investment Management use?

Castle Investment Management's tech stack includes Lodash, PHP, prettyPhoto, MySQL, Yoast SEO.

Investment ManagementUnited States2-10 Employees

Castle Investment Management is the Advisor to the Castle Tandem Fund (TANDX).                                                                                                                                          
For more information please visit www.castleim.com.

The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

Insights

Similar companies to Castle Investment Management

Kingswood Capital Management

Global Wealth Management

Redwood Investments

Saturna Capital