What departments does Custodia Financial have?

Custodia Financial has employees across 2 departments including Finance, Administrative.

What is the largest department at Custodia Financial?

The largest department at Custodia Financial is Finance with 1 employees.

Where are Custodia Financial employees located globally?

Custodia Financial has employees across 1 continents and 1 countries including United States Of America.

How has Custodia Financial's team size changed over time?

Custodia Financial's team has decreased from approximately 16 to 13 employees based on available data.

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Custodia Financial Employee Directory

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.

Custodia Financial Global Highlights

North America
12

United States Of America
12

Custodia Financial's Leadership

R. S.
Chief Revenue Officer
Mobile Phone
Email
J. S.
Administrative Assistant
Mobile Phone
Email
Y. T.
Curier
Mobile Phone
Email

Custodia Financial Employee Metrics

100%

50%

2026

2025

Banking
Sales
Business
Community & Social Services
Consultant
Other
Entrepreneurship

Contact profiles from Custodia Financial

Name

Title

Contact

Location

Last Update

R. S.
Chief Revenue Officer
Mobile Phone
Email
Oct 21, 2024
J. S.
Administrative Assistant
Mobile Phone
Email
Oct 17, 2024
Y. T.
Curier
Mobile Phone
Email
Romania
Feb 01, 2024

Frequently Asked Questions

What is Custodia Financial known for?

Custodia Financial operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-214-393-****

. Explore Custodia Financial's company overview page for more information.

What is Custodia Financial's most common email format?

Custodia Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Custodia Financial email formats with LeadIQ.

How many employees does Custodia Financial have currently?

Custodia Financial has approximately 8 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Custodia Financial's key employees and leadership?

As of August 2026, Custodia Financial's key employees include:

Chief Revenue Officer: R. S.
Administrative Assistant: J. S.
Curier: Y. T.

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Custodia Financial Employee Directory

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