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CastleOak Securities, L.P. is a boutique investment bank focused on the capital markets serving a broad array of corporate, governmental and institutional investor clients. Headquartered in New York City, and with five regional offices, CastleOak specializes in primary and secondary sales and trading of fixed income, equity, and money market securities. Since its founding in 2006, CastleOak has grown to approximately 50 professionals and has assisted its clients on public offerings totaling over $3 trillion.
Allegro Investment Fund is a privately held investment fund with over $750 million under management. They invest in companies ranging from start ups to established businesses across a broad range of industries and geographies.
Vouch Insurance is a new kind of insurance company for startups. Built by founders for founders, Vouch’s fully digital coverage takes minutes to activate.
Flex-Plan Services is a Bellevue, WA-based company in the Financial Services sector.
Tri-Town Teachers Credit Union is a Westport, CT-based company in the Financial Services sector.