StoneCastle is now part of Fiserv. StoneCastle was founded in 2003 to connect institutional and retail investors to banks via innovative cash, deposit, and capital investment solutions. Together with its affiliates, StoneCastle currently oversees more than $22 billion in assets under administration. Our industry experience, proprietary processing and analytical systems, and extensive bank network have made us one of the leading providers of tech-enabled deposit and cash management strategies for banks, institutions, brokerages/RIAs, leading brands, and the communities and clients they serve. StoneCastle is employee owned and managed with backing of world-class financial partners; Canadian Imperial Bank of Commerce (CIBC), one of the world’s largest banks, and Charlesbank Capital Partners, a leading private equity firm. Each has ownership investments in StoneCastle.
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The StoneCastle annual revenue was $17.5 million in 2026.
Joshua Siegel is the Chairman and CEO of StoneCastle.
74 people are employed at StoneCastle.
StoneCastle is based in New York, New York.