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Castle Wealth Management Logo
Castle Wealth Management Growth Score
82
CB Rank
984733
Heat Score
63
Castle Wealth Management is a financial services firm that deals with investment & wealth management services for families & companies.
Founded
obfuscation
Private West Palm Beach, Florida, United States1-10 castlewm.com/
Consulting
Finance
Financial Services
Wealth Management
Overview

Castle Wealth Management
Growth Score
82
Heat Score
63

Growth Score82
-4 pts
in past quarter
Heat Score 63
8 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 >
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About Castle Wealth Management

CB Rank
984733
Castle Wealth Management is a financial services firm that deals with investment & wealth management services for families & companies.
Founded
obfuscation
Private West Palm Beach, Florida, United States1-10 castlewm.com/
Consulting
Finance
Financial Services
Wealth Management

Details

Legal Name Castle Wealth Management
Operating Status Active
Company Type For Profit
Phone Number 561-584-5080
Contact Email info@castlewm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Service to create and monitor individualized financial plans tailored to clients' goals and needs.
Investment Management
Management of client investment portfolios with ongoing monitoring and adjustments to align with financial goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 10
News
Technology
View Tech Report

Monthly Web Visits

10

IT Spend

$237.1KThis year, Castle Wealth Management is projected to spend $237.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Risk Analytics Logo
Risk Analytics
85
AI-Generated Answers Logo
AI-Generated Answers
77
Bloomberg L.P. Logo
Bloomberg L.P.
75

Actively Used Products

12Castle Wealth Management uses 12 technology products and services including HTML5, Google Maps API, and  Microsoft Outlook, according to G2 Stack.

Active Website Tech Count

21Castle Wealth Management is actively using 21 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, CommonCrawl Top 50m, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Castle Wealth Management's headquarters? Castle Wealth Management is located in West Palm Beach, Florida, United States.Who are Castle Wealth Management's competitors? Alternatives and possible competitors to Castle Wealth Management may include HighTower Advisors, Charles Schwab, and  PNC.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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