Custodia Financial

Financial Services • Dallas, Texas, United States • 1-10 Employees

Company overview

Headquarters	17855 Dallas Parkway, Suite 100, Dallas, Texas 75237, US
Phone number	+12143933511
Website	custodiafinancial.com
NAICS	52
SIC	628
Keywords	401(K) Loan Protection, Erisa Compliance Of Retirement Plans, Retirement Protection
Employees	1-10
Socials

Key Contact at Custodia Financial

Tod A. Ruble

Ceo

Custodia Financial Email Formats

Custodia Financial uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@custodiafinancial.com), used 71.4% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@custodiafinancial.com	71.4%
{first name}{last name}	johndoe@custodiafinancial.com	28.6%

About Custodia Financial

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.

Custodia Financial revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Entry

Senior

Employees by Department

Custodia Financial has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Custodia Financial has never raised funding before.

Custodia Financial Tech Stack

Discover the technologies and tools that power Custodia Financial's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

Vimeo

Video players

WP Rocket

Caching

jQuery UI

JavaScript libraries

Hello Elementor

WordPress themes

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

Frequently asked questions

Custodia Financial is located in Dallas, Texas, US.

You can reach Custodia Financial at +12143933511.

Custodia Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Custodia Financial

Tod A. Ruble

Ceo

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