Insights

Strong Customer Base The Entrust Group boasts over 24,000 investors and manages over $5 billion in assets under administration, positioning the company as a trusted leader in the industry. This extensive customer base presents ample opportunities for cross-selling and upselling additional financial services and products.

Recent Product Launches Recent launches of innovative tools such as the Entrust App and the myDirection Visa® Prepaid Card demonstrate The Entrust Group's commitment to enhancing customer experience and staying ahead in the market. These new offerings provide a foothold for sales reps to engage existing customers and attract new ones by showcasing the company's tech-savvy approach.

Expansion into Mobile Market The Entrust Group's foray into the mobile market with the launch of the first mobile app for SDIRA investments opens up a new avenue for customer engagement and acquisition. With investors now able to manage their accounts directly from their phones, sales teams can leverage this mobile convenience to pitch the company's services to a broader audience, including tech-savvy individuals seeking self-directed investment opportunities.

Key Personnel Additions The recent hires and promotions within The Entrust Group's leadership team, such as the appointment of a new Director of Marketing and the promotion of Caroline Baldwin to COO, indicate a focus on strengthening the company's market presence and driving growth. Leveraging these key personnel changes, sales development professionals can tap into the momentum created by a refreshed organizational structure to cultivate new business relationships and partnerships.

Enhanced Online Presence With the launch of a new website designed for easier navigation and information access, The Entrust Group has enhanced its online presence to attract and engage prospective clients more effectively. Sales representatives can capitalize on this improved digital platform to showcase the company's offerings, build credibility, and drive conversion rates by offering tailored solutions to leads exploring self-directed investment options.

Similar companies to The Entrust Group

The Entrust Group Tech Stack

The Entrust Group uses 8 technology products and services including Twitter Ads, cdnjs, AngularJS, and more. Explore The Entrust Group's tech stack below.

Twitter Ads
Advertising
cdnjs
Content Delivery Network
AngularJS
Javascript Frameworks
jQuery Migrate
Javascript Libraries
Envoy
Load Balancers
LinkedIn
Online Community Software
Piwik
System Analytics & Monitoring
Nginx
Web Servers

Media & News

The Entrust Group's Email Address Formats

The Entrust Group uses at least 1 format(s):

The Entrust Group Email Formats	Example	Percentage
FLast@theentrustgroup.com	JDoe@theentrustgroup.com	95%
First.Last@theentrustgroup.com	John.Doe@theentrustgroup.com	2%
LastFirst@theentrustgroup.com	DoeJohn@theentrustgroup.com	2%
Last@theentrustgroup.com	Doe@theentrustgroup.com	1%

Frequently Asked Questions

Where is The Entrust Group's headquarters located?

The Entrust Group's main headquarters is located at 555 12th Street Suite 900 Oakland, California 94607 US. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is The Entrust Group's phone number?

You can contact The Entrust Group's main corporate office by phone at

+1-510-587-****

. 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 The Entrust Group's official website and social media links?

The Entrust Group's official website is theentrustgroup.com and has social profiles on LinkedIn.

How much revenue does The Entrust Group generate?

As of November 2024, The Entrust Group's annual revenue reached $15M.

What is The Entrust Group's SIC code NAICS code?

The Entrust Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does The Entrust Group have currently?

As of November 2024, The Entrust Group has approximately 90 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Financial Officer: G. K.Chief Operating Officer: C. B.Founder/Chief Executive Officer/President: H. B.. Explore The Entrust Group's employee directory with LeadIQ.

What industry does The Entrust Group belong to?

The Entrust Group operates in the Financial Services industry.

What technology does The Entrust Group use?

The Entrust Group's tech stack includes Twitter AdscdnjsAngularJSjQuery MigrateEnvoyLinkedInPiwikNginx.

What is The Entrust Group's email format?

The Entrust Group's email format typically follows the pattern of . Find more The Entrust Group email formats with LeadIQ.

When was The Entrust Group founded?

The Entrust Group was founded in 1981.

The Entrust Group

Financial ServicesCalifornia, United States51-200 Employees

Invest your 401(k) or IRA funds in real estate, private equity, precious metals, and more. All you need is a self-directed IRA (SDIRA).

This type of investment account is identical to an IRA from a bank or brokerage, with one distinct advantage: rather than being limited to stocks and bonds, you’re able to invest in any asset the IRS allows. 

For experienced investors, this offers the opportunity for true portfolio diversification, enhanced control, and all the same tax advantages of any other IRA.

Why choose Entrust? With over 40 years of experience, 24,000+ investors, and over $5 billion in assets under administration, we’re a trusted leader in the industry. Plus, our award-winning online portal allows for lightning-fast transactions and simplified account management.