Insights

Innovative Retirement Solutions Custodia Financial has developed a unique Retirement Loan Protection product that automatically prevents loan defaults in workplace retirement plans, addressing a critical pain point for plan sponsors and participants aiming to improve retirement outcomes.

Strategic Partnerships Recent collaboration with Securian Financial Group indicates a strategic move to expand the adoption of Retirement Loan Protection across more plan providers, creating an opportunity to approach other top-tier financial institutions seeking advanced risk mitigation tools.

Blockchain Integration The launch of blockchain resolution for tokenized deposits demonstrates Custodia's innovative use of technology to enhance transaction security and transparency, appealing to financial entities focused on digital asset security and modern banking solutions.

Targeted Market Focus With a specialized focus on employee financial wellness within the retirement space, Custodia presents a growth opportunity to engage with retirement plan administrators, HR managers, and employer groups seeking to improve plan participant engagement and financial stability.

Growing Industry Presence The company's recent leadership hires and increasing revenues indicate a strategic expansion trajectory, making it an attractive prospect for businesses looking to partner with a forward-thinking company poised to lead innovation in workplace retirement safeguards.

Custodia Financial Tech Stack

Custodia Financial uses 8 technology products and services including WordPress, Font Awesome, JSON-LD, and more. Explore Custodia Financial's tech stack below.

  • WordPress
    Content Management System
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Swiper
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • reCAPTCHA
    Security
  • ZURB Foundation
    UI Frameworks
  • HTTP/3
    Web & Portal Technology

Media & News

Custodia Financial's Email Address Formats

Custodia Financial uses at least 2 format(s):
Custodia Financial Email FormatsExamplePercentage
FLast@custodiafinancial.comJDoe@custodiafinancial.com
45%
Last@custodiafinancial.comDoe@custodiafinancial.com
5%
FLast@custodiafinancial.comJDoe@custodiafinancial.com
45%
Last@custodiafinancial.comDoe@custodiafinancial.com
5%

Frequently Asked Questions

Where is Custodia Financial's headquarters located?

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Custodia Financial's main headquarters is located at 17855 Dallas Parkway, Suite 100. The company has employees across 2 continents, including North AmericaEurope.

What is Custodia Financial's phone number?

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

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

What is Custodia Financial's SIC code NAICS code?

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Custodia Financial's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Custodia Financial have currently?

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As of December 2025, Custodia Financial has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Ceo: T. A. R.Chief Financial Officer: K. S.Chief Diversity Officer: J. A. N.. Explore Custodia Financial's employee directory with LeadIQ.

What industry does Custodia Financial belong to?

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Custodia Financial operates in the Financial Services industry.

What technology does Custodia Financial use?

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Custodia Financial's tech stack includes WordPressFont AwesomeJSON-LDSwiperjQuery MigratereCAPTCHAZURB FoundationHTTP/3.

What is Custodia Financial's email format?

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

Custodia Financial

Financial ServicesTexas, United States11-50 Employees

At Custodia Financial, our driving purpose is to safeguard American workers’ retirement savings and improve their financial wellness. Our innovative Retirement Loan Protection solution automatically prevents loan defaults in workplace retirement plans—protecting savings and improving retirement outcomes. Learn more about Retirement Loan Protection at custodiafinancial.com.

Section iconCompany Overview

Headquarters
17855 Dallas Parkway, Suite 100
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Custodia Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Custodia Financial's revenue is estimated to be in the range of $10M$25M

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