We are the Castle Family Office B2B platform

The Castle Family Office B2B platform provides corporations, dealing with HNW/ UHNW clients, with a market place, CRM, robo-advisor and support, enabling them to provide the best solutions to their clients. 

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Mobile adopted
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Our Fintech solution is
  • Unique CRM System
  • Mobile applications for iOS and Android
  • Back office support
  • Smart Aggregator
  • Niсhe Market place
  • Business Oriented Robo-advisor
  • Cyber security system
  • User-friendly and Supportive Interface
  • White Label Platform
  • Business capitalization improvement solution
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Platform Services
  • Fin Tech
  • Global Asset Allocation Fund
  • Asset Management
  • Wealth Management
  • Investment Advisory
  • Alternative Investments
  • Legal support
  • Life insurance
  • Concierge & Lifestyle
  • Tailored Suits
  • Functional Training
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Bespoke for Professionals only
  • Investment Banks
  • Private Banks
  • Family Offices
  • Wealth Management Companies
  • Asset Management Companies
  • Insurance companies
  • Art, antique, gem stones and venture investment companies
  • Other alternative investment companies
  • Luxury goods companies
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Breathe new life into your business
  • Test and proven by over 1000 users
  • Easy to use master account
  • Unlimited number of sub-accounts for your clients and consultants
  • Customizable features
  • 24 hours Technical Support
  • Expansion of your business solutions via the market place
  • No conflict of interests
  • White Label
  • Effective annual license fee
  • 2 Weeks Free Trial Period
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How to become a client of Castle Family Office

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