What departments does Custodia Financial have?

Custodia Financial has employees across 4 departments including Finance, Marketing, Business, Business Development.

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 2 continents and 2 countries including Romania, 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.

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

Europe
1

Romania
1

Custodia Financial's Leadership

J. A. N.
Chief Diversity Officer
Mobile Phone
Email
R. S.
Chief Revenue Officer
Mobile Phone
Email
T. N.
Chief Diversity Officer
Mobile Phone
Email
A. T.
Managing Director Head Of Marketing
Mobile Phone
Email
G. W.
Business Advisor
Mobile Phone
Email
S. T.
Advisor
Mobile Phone
Email
S. B.
Business Development Associate
Mobile Phone
Email
J. S.
Administrative Assistant
Mobile Phone
Email

Custodia Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Sales
Business
Community & Social Services
Consultant
Other
Entrepreneurship

Contact profiles from Custodia Financial

Name

Title

Contact Info

Location

Last Update

J. A. N.
Chief Diversity Officer
Mobile Phone
Email
United StatesFlorida
Feb 18, 2026
R. S.
Chief Revenue Officer
Mobile Phone
Email
Oct 21, 2024
T. N.
Chief Diversity Officer
Mobile Phone
Email
United StatesFlorida
Jan 29, 2026
A. T.
Managing Director Head Of Marketing
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
G. W.
Business Advisor
Mobile Phone
Email
United StatesFlorida
Jan 20, 2026
S. T.
Advisor
Mobile Phone
Email
United States
Jun 25, 2026
S. B.
Business Development Associate
Mobile Phone
Email
United StatesGeorgia
Apr 16, 2026
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. The company's main headquarters is located in 17855 Dallas Parkway Suite 100 Dallas, Texas 75237 United States; 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 June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Custodia Financial's key employees and leadership?

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

Chief Diversity Officer: J. A. N.
Chief Revenue Officer: R. S.
Chief Diversity Officer: T. N.
Managing Director Head Of Marketing: A. T.
Business Advisor: G. W.

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Custodia Financial Employee Directory

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