Innovative Business.

* Certain closed deals were placed through StoneCastle Securities, LLC

Helping Great Companies Grow

Looking to obtain the right business capital? We can help.

  • Raise capital or find loans for your middle market company
  • $5 million to $1 billion in all industries/geographies
  • Artificial intelligence/machine learning accurately matches investors with companies
  • CPGO – proprietary app connects companies with investors in real time
  • Robust, data-driven, deal flow technology facilitates information flow, negotiations, documentation, and closing
  • Experienced investment bankers: extensive relationships and structuring experience
  • Over 64,500 investors – private equity, venture capital, strategic, family offices, pension funds, foundations, endowments, sovereign wealth funds, hedge funds and lenders
Helping Great Companies Grow

Webinar: FinTech and Investment Banking Technology – Castle Placement/Debevoise Plimpton

Topics focus on:

  • FinTech disruption and what the legal impact might be for financial services companies
  • how the financial services landscape is being transformed by the widespread adoption of financial technology
  • how to structure transactions in response to an evolving regulatory framework

Capital Madness #1

  • capital raising bracket tournament
  • companies pitch their business
  • final 4 contestants pitched on 5/31 at WeWork-Times Square event
  • winner chosen by panel of judges and event attendees is Techmate

CPGO NetworkSM – cutting edge app

  • proprietary AI matching technology
  • receive 100 targeted institutional investors
  • message investors and track their interest
  • access investor profiles and contact information
Helping Great Companies Grow

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Helping Great Companies Grow

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Castle Blog

Featured Transaction:

Meet Jose Ferreira, CEO  –  Vivi Holdings

  • ViVi Holdings, Inc. is a proprietary financial ecosystem that provides financial services to the unbanked and underbanked
  • Owns the IP behind all of its products – has invested over $15 million in the development of its services and the establishment of its affiliate programs
  • In 2018, already signed revenue sharing partnership contracts with several organizations with millions of members
  • Founders have over 15 years of financial technology experience providing B2B IT development services to Global-100 banks
  • Signed contracts to market its products and services through affiliate organizations and corporate partners


Hi. We're not around right now. But you can send us an email and we'll get back to you, asap.

Thanks, Ken

Ken Margolis | Managing Partner Castle Placement, LLC
1460 Broadway Street, Rte 400
New York, New York 10036
(212) 418-1188 | C: (516) 712-7784


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