Overview

Castle Trust Bank is a privately held financial services company that offers investment products and mortgage financing. Its products include home loans and loans for property investments, along with investment and wealth management options for clients. The way its products work is straightforward: customers apply for mortgage loans to purchase or refinance real estate, and investment products provide opportunities to grow or manage wealth, typically through accounts, funds, or other securities offered by the bank. The company differentiates itself from larger, publicly traded banks by being privately held, which can allow closer client relationships and more tailored financing or investment solutions. The goal is to help clients finance real estate needs while also providing investment options to grow and protect wealth.