Castle Financial
VC Fund
New York, United States
Castle Financial is a VC fund in New York focused on Legal and Software. They believe wealth management involves a variety of strategies that are most effective when tailored to a client’s individual needs, goals and aspirations. With this in mind, in addition to their services, they can also refer other professionals — CPAs, Attorneys, Actuaries, Pension Strategists, Risk Transfer Consultants, Family BusinessPsychologists and other advisers — who work closely with clients to build a customized financial plan designed to help them meet their goals in a tax efficient manner.At Castle Financial, they seek first to understand their client’s objectives and then to develop a plan to help them achieve their financial and lifetime goals. They will conduct an in-depth review and analysis of each client’s situation, and then apply the collective knowledge of their financial planning team who can understand the multiple financial issues unique to each client.
- Total investments:
- 1
- Last investment:
- Lead investor:
- 0%
Last updated:
For AI agents: llms.txt
Industries Castle Financial invests in
Stages Castle Financial invests in
Countries Castle Financial invests in
Contacts
| Name | Phone | Socials | |
|---|---|---|---|
4 more contacts available
Investment Focus
Industry
- Legal 1 (100%)
- Software 1 (100%)
- Cloud Management 1 (100%)
- Cloud Infrastructure 1 (100%)
- Information Technology 1 (100%)
Team
| Name | Title | Investments | Links | |
|---|---|---|---|---|
Al Procaccino
Founder, President & CEO
|
Founder, President & CEO | Total investments: 0 | Find email |
Investments
| Company | Description | Round | Links |
|---|---|---|---|
Athennian
|
Athennian integrates all the services you need to manage your contract operations in one place. From digital signature to approval workflows. No extra subscriptions or clunky software. | $550K / Angel / May 03, 2018 |
Co-Investors
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FAQ
What does Castle Financial invest in?
Castle Financial invests primarily in Legal, Software and Cloud Management startups, most often at Angel stage. Most of the 1 investments tracked by Shizune back companies in Canada. The Investment Focus section breaks down every industry, stage and country in the portfolio.
How do I contact Castle Financial?
Public channels for Castle Financial include LinkedIn, X (Twitter) and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
Who are the partners at Castle Financial?
The team at Castle Financial includes Al Procaccino (Founder, President & CEO). The Team section lists each member with their title, investment count and links.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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