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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.

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HeadquartersDallas, United StatesEmployees9(11 to 50)Annual revenue$1M to <$10MWebsitecustodiafinancial.comLinkedIn profileLinkedIn

Verified contacts

8

available on Kipplo

LinkedIn employees

9

11 to 50 range

Open roles

no listings

Distinct roles

7

indexed titles

Tech stack

2

tools in use

Monthly traffic

16

organic / mo

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Decision-makers and verified team members

8 contacts with verified email or phone · masked until revealed.

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Top roles at Custodia Financial

7 distinct titles indexed · top 7 shown.

  • 2chief diversity officer
  • 1& -
  • 1ceo
  • 1chief financial officer
  • 1senior executive - strategic accounts
  • 1senior executive strategic accounts
  • 1strategic advisory counsel

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