What does Castle Placement do?

Castle Placement is a FINRA/SIPC-registered boutique investment bank that raises capital and finds loans for middle-market companies and alternative asset managers.

What types of capital does Castle Placement raise?

Castle Placement raises equity, debt, mezzanine, and structured capital for private companies and funds.

How large is Castle Placement's investor network?

Castle Placement maintains a network of over 110,000 institutional investors and 600,000 accredited investors, including private equity firms, venture capital firms, family offices, pension funds, endowments, sovereign wealth funds, hedge funds, and lenders.

CPGO is Castle Placement's proprietary AI-powered platform that helps identify, rank, and match deals with relevant institutional investors.

Is Castle Placement a registered broker-dealer?

Yes. Castle Placement, LLC is a registered broker-dealer and member of FINRA and SIPC.

What sectors does Castle Placement cover?

Castle Placement covers sectors including real estate, specialty finance, technology, fintech, life sciences, healthcare, consumer, retail, energy, infrastructure, manufacturing, artificial intelligence, e-commerce, gaming, esports, and digital health.

How is Castle Placement different from other placement agents?

Castle Placement combines senior investment banking expertise with its proprietary CPGO AI platform to match issuers with relevant investors and manage investor engagement through closing.

Where is Castle Placement located?

Castle Placement is headquartered in New York City, with additional offices in Boston, Dallas, Detroit, Houston, Los Angeles, Miami, and Washington, DC.

Insurance/InsurTech Capital Raises and Investors in the U.S.

Insurance/InsurTech Capital Raises and Investors in the U.S. – September 16th-30th, 2025

Several interesting transactions closed in the Insurance/InsurTech sector over the past two weeks. If you would like more info on these deals or would like to discuss the capital raising market for your company, please contact me.

Merger/Acquisition

1. Covr Financial Technologies, digital insurance brokerage platform that simplifies the life insurance sales process for firms, was acquired by Optifino.
2. Limit, digital wholesale insurance brokerage services that makes insurance transactions faster and cheaper, was acquired by The Mcgowan Companies.

Later Stage VC

1. Klimber, digital insurance platform that offers health plans and allow users to access temporary life insurance, raised venture funding from MetLife.

Early Stage VC

1. Reserv, digital claims third-party administrator platform that is compliant with insurance carriers that optimizes property and casualty claims by leveraging modern systems, raised $41 million of Series B venture funding in a deal led by QBE Ventures.

Angel and Seed

1. Greenhouse Specialty, specialty program administrator that provides tailored insurance products and services with a focus on service, integrity, and expertise, raised $750,000 of angel funding.
2. Beagle Labs, underwriting inspection software that streamlines the insurance claims process, raised $3.66 million of seed funding from Sovereign’s Capital, Daring Ventures, and other investors.
3. Plutus (IT Consulting and Outsourcing), enterprise transformation services for modernizing operations in the insurance sector, raised a pre-seed funding from Moneta Ventures and ServiceNow Ventures.

#castleplacement #capitalraising #privateequity #venturecapital #investment #Insurance #InsurTech

Axel Reijmers

Managing Director

Please contact me if you have any questions or would like to discuss your capital raise:

Email: areijmers@castleplacement.com

(C) (201) 747-4718

Send us a message:

Sources: Information on this page was derived from a variety of sources including Bloomberg, Company Websites, Crunchbase, PitchBook and other news outlets. Castle Placement^® does not warrant or guarantee this information, nor makes any representations as to the accuracy of the information. For more Risks, see CPGO Risks and Disclaimers.