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Castle Placement Logo
Castle Placement CB Rank
349644
Heat Score
55
Castle Placement is an investment bank raising capital and arranging loans for companies from over 3,000 private equity investors/lenders.
Founded
obfuscation
Private New York, New York, United States11-50 www.castleplacement.com
Banking
Financial Services
Wealth Management
Overview

Castle Placement
Heat Score
55

Growth Score
pts
in past quarter
Heat Score 55
-21 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Castle Placement

CB Rank
349644
Castle Placement is an investment bank raising capital and arranging loans for companies from over 3,000 private equity investors/lenders.
Founded
obfuscation
Private New York, New York, United States11-50 www.castleplacement.com
Banking
Financial Services
Wealth Management

Key People

  • Photo of Ken Margolis
    Ken Margolis: Co-Founder & Managing Partner
    Past Role: Merrill Lynch, Managing Director
  • Photo of Richard McCay
    Richard McCay: Managing Director
    Past Role: Tieback Realty Finance, President

Details

Legal Name Castle Placement, LLC
Operating Status Active
Company Type For Profit
Founders  Ken Margolis, Richard Luftig
About the Company

Whether you're looking to raise capital or find a loan for your startup, early-stage or middle market business, we'd like to work with you.

Castle Placement modernizes the capital markets by connecting companies with private equity / venture capital investors and lenders in a private online marketplace.

We are experienced

investment bankers with significant personal relationships using the latest technology to deliver effective results in raising capital.

• Experienced investment bankers

• Access to 2,000+ private equity / venture capital investors and 1,000+ lenders

• Delivery using the latest technology

• Raise capital and obtain loans from $5 million to $200 million

• Sectors: FinTech/Financial/Business Services, Tech/CleanTech, Consumer/Retail, Healthcare

Phone Number (212)418-1180
Contact Email kmargolis@castleplacement.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

Capital Raising Services
Provides capital raising services for middle market companies by connecting them with investors and lenders through various regulatory frameworks.
CPGO Proprietary App
A proprietary application that connects companies with investors in real time to facilitate capital raising.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 3 Contacts 37

Employee Profiles

News

News and Press

News•Mar 4, 2026
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News•Dec 29, 2025
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News•May 28, 2025
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News•Apr 8, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

4,009
-31.74%
 in past month

IT Spend

$293.5KThis year, Castle Placement is projected to spend $293.5K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
AI Forex Trading Logo
AI Forex Trading
94
Starlink Logo
Starlink
90
Identity Theft Logo
Identity Theft
87

Actively Used Products

30Castle Placement uses 30 technology products and services including HTML5, Lightbox, and  Bootstrap, according to G2 Stack.

Active Website Tech Count

18Castle Placement is actively using 18 technologies for its website, according to BuiltWith. These include Viewport Meta, DNSSEC, and  Google Maps.

Total IP

9Castle Placement has registered 9 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Castle Placement's headquarters? Castle Placement is located in New York, New York, United States.Who are Castle Placement's competitors? Alternatives and possible competitors to Castle Placement may include Lincoln International, Alliance Global Partners, and  Piper Sandler.
Who We Are
What We Do
Helpful Links
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