Insights

Market Leadership The Entrust Group has established itself as a trusted leader in self-directed IRA investments with over 40 years of experience, managing more than $5 billion in assets and serving a large investor base of over 24,000 clients, indicating a stable and reputable presence in the financial services industry.

Innovation in Digital Tools Recent launches of a user-friendly website, a mobile app, and a prepaid card demonstrate the company's commitment to leveraging technology for enhanced client engagement and convenience, presenting opportunities for upselling digital solutions and integrated financial tools.

Growth through Leadership The recent appointments of senior leadership, including a new Director of Marketing and a promoted Chief Operating Officer, suggest strategic expansion and increased focus on marketing and operations, which can be targeted for tailored service offerings or consultancy partnerships.

Financial Stability With estimated revenues between $50 million and $100 million and a sizable client base, the company appears financially healthy, making it an attractive prospect for financial services, technology upgrades, and compliance solutions that support large-scale asset management.

Market Expansion Opportunities The company's focus on diversified alternative investments like real estate, private equity, and precious metals indicates a potential for sales in specialized investment platforms, custodial solutions, or compliance services tailored to complex asset classes for high-net-worth and institutional clients.

The Entrust Group Tech Stack

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

  • Bing Ads
    Advertising Networks
  • Cloudflare CDN
    Content Delivery Network
  • AngularJS
    Javascript Frameworks
  • OWL Carousel
    Javascript Libraries
  • Envoy
    Load Balancers
  • LinkedIn
    Online Community Software
  • 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

Where is The Entrust Group's headquarters located?

Minus sign iconPlus sign icon
The Entrust Group's main headquarters is located at 555 12th Street, Suite 1250. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is The Entrust Group's phone number?

Minus sign iconPlus sign icon
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?

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

How much revenue does The Entrust Group generate?

Minus sign iconPlus sign icon
As of December 2025, The Entrust Group's annual revenue is estimated to be $2.1M.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
As of December 2025, The Entrust Group has approximately 97 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Founder/Chief Executive Officer/President: H. B.Owner: C. B.Marketing Director: J. L.. Explore The Entrust Group's employee directory with LeadIQ.

What industry does The Entrust Group belong to?

Minus sign iconPlus sign icon
The Entrust Group operates in the Financial Services industry.

What technology does The Entrust Group use?

Minus sign iconPlus sign icon
The Entrust Group's tech stack includes Bing AdsCloudflare CDNAngularJSOWL CarouselEnvoyLinkedInDetectifyGoogle Analytics.

What is The Entrust Group's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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.

Section iconCompany Overview

Headquarters
555 12th Street, Suite 1250
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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.