Insights

Retirement Protection Custodia Financial specializes in Retirement Loan Protection to prevent loan defaults in workplace retirement plans, indicating a clear potential for partnerships with plan sponsors and recordkeepers seeking to improve participant outcomes and reduce plan risk.

Strategic Partnerships Recent news highlights a partnership with Securian Financial to expand Retirement Loan Protection, suggesting ongoing collaboration opportunities with large financial services firms and distributors to scale market reach.

Innovation & Tech The introduction of blockchain resolution for tokenized deposits signals a readiness to explore advanced technology solutions and modern settlement mechanisms, presenting up-sell opportunities to tech-forward clients and fintech platforms.

Growth Signals Revenue in the multi‑million range and a focused product suite imply a scalable model with room to upsell additional retirement wellness tools or risk-management features to mid-market plans and brokerage channels.

DEI & Inclusion Dedicated DEI leadership and certifications position Custodia as a diverse partner, presenting conversations with benefits teams that prioritize inclusive vendor ecosystems and compliant, worker-centric retirement solutions.

Custodia Financial Tech Stack

Custodia Financial uses 8 technology products and services including oEmbed, Microsoft PowerPoint, JSON-LD, and more. Explore Custodia Financial's tech stack below.

oEmbed

Dev Tools

Microsoft PowerPoint

Editors

JSON-LD

Javascript Frameworks

OWL Carousel

Javascript Libraries

jQuery Migrate

Javascript Libraries

Swiper

Javascript Libraries

Yoast SEO

Search Engines

ZURB Foundation

UI Frameworks

Custodia Financial Email Formats	Example	Percentage
FLast@custodiafinancial.com	JDoe@custodiafinancial.com	90%
Last@custodiafinancial.com	Doe@custodiafinancial.com	10%

Custodia Financial Email Formats

Example

Percentage

FLast@custodiafinancial.com

JDoe@custodiafinancial.com

90%

Last@custodiafinancial.com

Doe@custodiafinancial.com

10%

Frequently Asked Questions

What is Custodia Financial's phone number?

You can contact Custodia Financial's main corporate office by phone at

+1-214-393-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Custodia Financial's official website and social media links?

Custodia Financial's official website is custodiafinancial.com and has social profiles on LinkedIn.

How much revenue does Custodia Financial generate?

As of August 2026, Custodia Financial's annual revenue is estimated to be $10M - $25M.

What is Custodia Financial's NAICS code?

Custodia Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Custodia Financial have currently?

As of August 2026, Custodia Financial has approximately 8 employees across 1 continents, including North America. Key team members include Chief Revenue Officer: R. S.Administrative Assistant: J. S.Curier: Y. T.. Explore Custodia Financial's employee directory with LeadIQ.

What industry does Custodia Financial belong to?

Custodia Financial operates in the Financial Services industry.

What technology does Custodia Financial use?

Custodia Financial's tech stack includes oEmbedMicrosoft PowerPointJSON-LDOWL CarouseljQuery MigrateSwiperYoast SEOZURB Foundation.

What is Custodia Financial's email format?

Custodia Financial's email format typically follows the pattern of FLast@custodiafinancial.com. Find more Custodia Financial email formats with LeadIQ.

Custodia Financial

Q: How many employees does Custodia Financial have currently?

Custodia Financial has approximately 8 employees.

Q: What technology does Custodia Financial use?

Custodia Financial's tech stack includes Essential Addons for Elementor, Google Search Console, Cloudflare, Cloudflare Bot Management, Microsoft Azure.

Q: What is Custodia Financial's NAICS code?

Custodia Financial's NAICS code is 52 (Finance and Insurance).

Financial ServicesTexas, United States2-10 Employees

Custodia Financial is a Dallas, Texas-based financial services company that focuses on retirement-plan risk protection. Its primary offering, a retirement loan protection solution, is designed to automatically prevent defaults on loans taken within workplace 401(k) accounts, with the goal of safeguarding participant savings and supporting healthier retirement outcomes. The organization maintains a small team.

Custodia Financial serves workplace retirement plans and their sponsors, helping plan fiduciaries reduce loan-default risk and protect participant savings. In 2025, it announced a partnership with Securian Financial Group to extend the Retirement Loan Protection program into more in-plan offerings. This positions the company within the financial services sector's niche of retirement-plan risk management.

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