2003
StoneCastle Partners is founded to develop businesses that serve the $3 trillion community banking industry
2004
StoneCastle Advisors established to invest in tier I & II capital securities issued by community banks
2008
StoneCastle Advisors' AUM reaches $1.8 billion, totaling investments into more than 250 community banks
2009
StoneCastle Cash Management ("SCCM") established to offer superior deposit solutions to clients while providing reliable funding to banks
2013
StoneCastle Asset Management established and sponsors IPO of StoneCastle Financial Corp. (NASDAQ: BANX) as the first closed-end investment company dedicated to investing in community banks
2015
SCCM surpasses $10 billion in funding to network banks
2016
StoneCastle Digital Solutions is established to pursue digital banking opportunities and Cambr business is launched
2017
StoneCastle enters deposit sweep business through acquisition of assets and operations of Intermedium Financial, LLC and platform is relaunched as StoneCastle Insured Sweep (d/b/a interLINK Sweep)
2020
ArrowMark Partners completes the acquisition StoneCastle Asset Management's closed-end fund (NASDAQ: BANX) management platform
2021
Q2 Holdings, Inc. (NASDAQ: QTWO) completes the acquisition of StoneCastle Digital Solutions, LLC's embedded finance payments business
2022
Webster Financial Corporation (NYSE: WBS) agrees to acquire StoneCastle Insured Sweep, LLC (d/b/a interLINK)
2023
National Bank Holdings Corporation's (NYSE: NBHC) bank subsidiary NBH Bank acquires StoneCastle's Cambr.com, a fintech focused deposit acquisition platform
2003
StoneCastle Partners is founded to develop businesses that serve the $3 trillion community banking industry
2004
StoneCastle Advisors established to invest in tier I & II capital securities issued by community banks
2008
StoneCastle Advisors' AUM reaches $1.8 billion, totaling investments into more than 250 community banks
2009
StoneCastle Cash Management ("SCCM") established to offer superior deposit solutions to clients while providing reliable funding to banks
2013
StoneCastle Asset Management established and sponsors IPO of StoneCastle Financial Corp. (NASDAQ: BANX) as the first closed-end investment company dedicated to investing in community banks
2015
SCCM surpasses $10 billion in funding to network banks
2016
StoneCastle Digital Solutions is established to pursue digital banking opportunities and Cambr business is launched
2017
StoneCastle enters deposit sweep business through acquisition of assets and operations of Intermedium Financial, LLC and platform is relaunched as StoneCastle Insured Sweep (d/b/a interLINK Sweep)
2020
ArrowMark Partners completes the acquisition StoneCastle Asset Management's closed-end fund (NASDAQ: BANX) management platform
2021
Q2 Holdings, Inc. (NASDAQ: QTWO) completes the acquisition of StoneCastle Digital Solutions, LLC's embedded finance payments business
2022
Webster Financial Corporation (NYSE: WBS) agrees to acquire StoneCastle Insured Sweep, LLC (d/b/a interLINK)
2023
National Bank Holdings Corporation's (NYSE: NBHC) bank subsidiary NBH Bank acquires StoneCastle's Cambr.com, a fintech focused deposit acquisition platform
