Large SDIRA focus The Entrust Group specializes in self-directed IRAs allowing investment in non-traditional assets like real estate, private equity, and precious metals, presenting opportunities to upsell advanced custodial solutions, diversification tools, and asset administration services tailored for high-net-worth and experienced investors.

Growing scale With over 40 years of experience, 24,000+ investors, and more than $5 billion in assets under administration, there is a strong foundation for cross-sell of premium advisory, compliance, and reporting services to existing clients and for expanding enterprise-grade platforms.

Digital leadership Award-winning online portal and mobile app history indicate a tech-forward customer experience. Sales opportunities exist to upsell integrations, data analytics, automation, and enhanced digital onboarding for institutions seeking streamlined SDIRA management.

Recent leadership momentum Recent promotions and hires in operations and marketing signal ongoing growth and focus on customer acquisition, brand expansion, and market penetration—ideal for partnerships, channel programs, and co-marketing initiatives that expand reach.

Financial health signals Revenue range of 50–100 million and a mid-size employee base place Entrust as a solid target for scalable BPO, cybersecurity, compliance, and fintech infrastructure vendors looking to serve a growing financial services client in the SDIRA space.