Insights

SDIRA Growth The Entrust Group specializes in self-directed IRAs with a broad asset class reach beyond traditional stocks and bonds, indicating strong cross-sell potential to investors seeking diversification and alternative assets.

Scale & Experience With over 40 years in the industry and assets under administration exceeding $5 billion, there is an opportunity to engage prospects seeking a mature, trusted partner for large, long-term retirement investments.

Digital Platform An award-winning online portal and mobile app presence suggests emphasis on seamless, tech-enabled account management, which can be leveraged to upsell value-added digital tools or streamline partner integrations.

Executive Leadership Recent leadership appointments in marketing and operations signal a focus on growth, branding, and process optimization, presenting openings for strategic partnerships, co-marketing campaigns, and shared services opportunities.

Strategic Partnerships Significant asset transactions and high-profile exits indicate potential for collaboration on custody, administration, and fiduciary services for institutional and high-net-worth clients exploring SDIRA-enabled real assets.

The Entrust Group Tech Stack

The Entrust Group uses 8 technology products and services including Bing Ads, gstatic.com, RequireJS, and more. Explore The Entrust Group's tech stack below.

  • Bing Ads
    Advertising Networks
  • gstatic.com
    Content Delivery Network
  • RequireJS
    Javascript Frameworks
  • Moment.js
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Google Sheets
    Office Suites
  • Detectify
    Security
  • Google Analytics
    Web Analytics

Media & News

The Entrust Group's Email Address Formats

The Entrust Group uses at least 1 format(s):
The Entrust Group Email FormatsExamplePercentage
FLast@theentrustgroup.comJDoe@theentrustgroup.com
95%
First.Last@theentrustgroup.comJohn.Doe@theentrustgroup.com
2%
LastFirst@theentrustgroup.comDoeJohn@theentrustgroup.com
2%
Last@theentrustgroup.comDoe@theentrustgroup.com
1%

Frequently Asked Questions

What is The Entrust Group's phone number?

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You can contact The Entrust Group'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 The Entrust Group's official website and social media links?

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

How much revenue does The Entrust Group generate?

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As of August 2026, The Entrust Group's annual revenue is estimated to be $50M - $100M.

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

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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?

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As of August 2026, The Entrust Group has approximately 99 employees across 3 continents, including North AmericaAsiaEurope. Key team members include It Director (cybersecurity Owner): A. V.Owner: C. B.Accounting And Billing Manager: T. L.. Explore The Entrust Group's employee directory with LeadIQ.

What industry does The Entrust Group belong to?

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The Entrust Group operates in the Financial Services industry.

What technology does The Entrust Group use?

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The Entrust Group's tech stack includes Bing Adsgstatic.comRequireJSMoment.jsjQuery MigrateGoogle SheetsDetectifyGoogle Analytics.

What is The Entrust Group's email format?

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

When was The Entrust Group founded?

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The Entrust Group was founded in 1981.
The Entrust Group logo

The Entrust Group

Financial ServicesCalifornia, United States51-200 Employees

The Entrust Group is a midsize financial services firm based in Oakland, California. It offers self-directed IRAs that allow investors to deploy 401(k) or IRA funds into assets such as real estate, private equity, precious metals, and other IRS-permitted investments. Unlike conventional IRAs, which are typically limited to stocks and bonds, self-directed accounts give investors access to a broader range of assets, enabling diversification and greater control while preserving the conventional tax advantages of an IRA.

The company counts more than 24,000 investors and administers over $5 billion in assets, reflecting more than four decades in the industry. It provides an online portal designed to support rapid transactions and straightforward portfolio management. In 2024, Entrust announced leadership changes, including Tim Bailey being named Director of Marketing and Caroline Baldwin promoted to Chief Operating Officer.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    The Entrust Group's revenue is estimated to be in the range of $50M - $100M

Section iconFunding & Financials

  • $50M - $100M

    The Entrust Group's revenue is estimated to be in the range of $50M - $100M

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