LeadIQ logo
Learn more at LeadIQ.com

Insights

Experienced Industry Leader With over 40 years of experience and $5 billion in assets under administration, The Entrust Group demonstrates solid market positioning and reliability, making it a trustworthy partner for expanding financial services and investing solutions.

Technology Adoption The company's investment in digital tools such as a mobile app and online portal highlights opportunities to promote additional fintech solutions or integrations that enhance investor experience and streamline self-directed IRA management.

Recent Asset Transactions The recent sale of assets worth $274 million to Makkah Construction indicates active investment and divestment strategies, presenting possibilities to offer related asset management, valuation, and real estate investment services.

Growth and Leadership Strategic hires and promotions in marketing and operations suggest ongoing growth initiatives, providing avenues to introduce marketing automation, CRM systems, or operational efficiency solutions to support scaling efforts.

Market Niche Opportunities Specializing in SDIRAs and real estate investments opens potential for partnerships with fintech platforms, educational programs, or compliance solutions tailored to self-directed retirement accounts and alternative assets.

The Entrust Group Tech Stack

The Entrust Group uses 8 technology products and services including Google Conversion Tracking, Cloudflare CDN, Angular, and more. Explore The Entrust Group's tech stack below.

  • Google Conversion Tracking
    Advertising Networks
  • Cloudflare CDN
    Content Delivery Network
  • Angular
    Javascript Frameworks
  • Goober
    Javascript Libraries
  • Envoy
    Load Balancers
  • Google Sheets
    Office Suites
  • Detectify
    Security
  • HTTP/3
    Web & Portal Technology

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 iconThe Entrust Group's main headquarters is located at 555 12th Street Suite 1250 Oakland, California 94607 United States. 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
+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?

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

What is The Entrust Group's NAICS code?

Minus sign iconPlus sign iconThe Entrust Group's NAICS code is 52 - Finance and Insurance.

How many employees does The Entrust Group have currently?

Minus sign iconPlus sign iconAs of May 2026, The Entrust Group has approximately 98 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Founder/Chief Executive Officer/President: H. B.Owner: H. B.Owner: C. B.. Explore The Entrust Group's employee directory with LeadIQ.

What industry does The Entrust Group belong to?

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

What technology does The Entrust Group use?

Minus sign iconPlus sign iconThe Entrust Group's tech stack includes Google Conversion TrackingCloudflare CDNAngularGooberEnvoyGoogle SheetsDetectifyHTTP/3.

What is The Entrust Group's email format?

Minus sign iconPlus sign iconThe 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 iconThe 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 Oakland, California 94607 United States
Phone number
+1-510-587-****
Website
theentrustgroup.com
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
51-200

Section iconMedia & News

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

Company Leadership

  • Stylized image of a person
    H. B.
    Founder/Chief Executive Officer/President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. B.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. V.
    It Director, Cybersecurity Lead
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    Director Of Professional Development
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    A. S.
    Brand & Social Media Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. U.
    Business Development Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. O.
    New Business Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. S.
    Business Development Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. L.
    Accounting And Billing Manager
    Phone icon
    Mobile Phone

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.

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.