What is CastleOak Securities's NAICS code?

CastleOak Securities's NAICS code is 52 (Finance and Insurance).

Insights

Boutique scale CastleOak Securities is a mid-sized boutique investment bank with 51-200 employees and a long track record since 2006, suggesting strong relationship-focused client service and potential for mid-market capital markets opportunities beyond pure advisory.

Capital markets strength Reported client engagements totaling over $4 trillion in public offerings indicate extensive deal experience, making them a compelling partner for clients seeking reliable execution in equity and debt financings.

Technology partnerships Past collaboration with Bloomberg to launch DirectPool and a modern tech stack including AWS and Cloudflare suggests openness to fintech integrations and tech-enabled trading workflows that could benefit institutional clients.

Leadership changes Recent departure of a managing director from their EM program and leadership shifts imply potential strategic pivots or reorganizations that could present upsell or partnership opportunities in new product areas or expanded offerings.

Growth opportunity Revenue range of 50 to 100 million with a relatively small team offers a target profile for services such as enhanced risk analytics, capital market tech enhancements, or outsourced back-office solutions to scale efficiently.

Similar companies to CastleOak Securities

CastleOak Securities Tech Stack

CastleOak Securities uses 8 technology products and services including QuickBooks, FactSet, Varnish, and more. Explore CastleOak Securities's tech stack below.

QuickBooks
Accounting And Finance
FactSet
Business Intelligence
Varnish
Caching
Google Hosted Libraries
Content Delivery Network
Google Fonts API
Font Scripts
Office 365
Office Suites
Greenhouse
Recruitment Marketing
Microsoft Visual Basic for Applications
Software Development

Media & News

CastleOak Securities's Email Address Formats

CastleOak Securities uses at least 1 format(s):

CastleOak Securities Email Formats	Example	Percentage
FLast@castleoaklp.com	JDoe@castleoaklp.com	79%
First.Last@castleoaklp.com	John.Doe@castleoaklp.com	18%
Last@castleoaklp.com	Doe@castleoaklp.com	2%
FMiddleLast@castleoaklp.com	JMichaelDoe@castleoaklp.com	1%

Frequently Asked Questions

What is CastleOak Securities's official website and social media links?

CastleOak Securities's official website is castleoaklp.com and has social profiles on LinkedIn.

What is CastleOak Securities's SIC code NAICS code?

CastleOak Securities's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does CastleOak Securities have currently?

As of July 2026, CastleOak Securities has approximately 91 employees across 2 continents, including North AmericaEurope. Key team members include Chairman-Advisory Board: M. I.Vice President: J. S.Vice President: E. M.. Explore CastleOak Securities's employee directory with LeadIQ.

What industry does CastleOak Securities belong to?

CastleOak Securities operates in the Financial Services industry.

What technology does CastleOak Securities use?

CastleOak Securities's tech stack includes QuickBooksFactSetVarnishGoogle Hosted LibrariesGoogle Fonts APIOffice 365GreenhouseMicrosoft Visual Basic for Applications.

What is CastleOak Securities's email format?

CastleOak Securities's email format typically follows the pattern of FLast@castleoaklp.com. Find more CastleOak Securities email formats with LeadIQ.

When was CastleOak Securities founded?

CastleOak Securities was founded in 2006.

CastleOak Securities

Q: What is CastleOak Securities's official website and social media links?

CastleOak Securities's official website is castleoaklp.com. CastleOak Securities has social profiles on LinkedIn.

Q: How many employees does CastleOak Securities have currently?

CastleOak Securities has approximately 91 employees.

Q: What technology does CastleOak Securities use?

CastleOak Securities's tech stack includes Bloomberg, HSTS, Google Analytics, Salesforce, Varnish.

Financial ServicesNew York, United States51-200 Employees

CastleOak Securities is a New York City–based boutique investment bank that concentrates on capital markets, serving corporate, governmental, and institutional clients. Founded in 2006, the firm has a professional team of about 75 people and has supported clients in public offerings totaling more than $4 trillion. It operates within the financial services sector and is headquartered at 200 Vesey Street in New York, New York. 
In February 2024, a managing director departed CastleOak Securities to join a $254 billion pension fund. The executive had previously served as interim director of the EM program at the firm.