CTOs on the Move

Custodia Financial

www.custodiafinancial.com

 
Headquartered in Dallas, Texas, Custodia Financial is an innovator dedicated to improving retirement outcomes. The company is a collaboration of industry experts with a history of successfully launching attractive new products into defined contribution platforms. Custodia spent four years developing its proprietary Retirement Loan Eraser™ platform. Designed to prevent retirement leakage caused by involuntary loan defaults, Retirement Loan Eraser ensures tax and regulatory compliance to effectively meet the needs of participants, plan sponsors and plan providers.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details
John Steinmeyer
 Chief Technology Officer Profile

Similar Companies

Truebill

Truebill develops a mobile app that helps consumers take control of their financial lives. Truebill leverages AI to analyze users’ spending habits, identify inefficiencies, and take action to ultimately improve their financial health.

Sidney Federal Credit Union

Sidney Federal Credit Union is a Norwich, NY-based company in the Financial Services sector.

Managers Investment Group

Managers Investment Group is one of the leading providers in Financial Services. It is based in San Francisco, CA. To find more information about Managers Investment Group, please visit www.managersinvest.com

Georgia's Own Credit Union

Georgia's Own Credit Union is a Atlanta, GA-based company in the Financial Services sector.

Santa Cruz Community Credit Union

The Santa Cruz Community Credit Union is a nonprofit financial cooperative that promotes economic justice. Our Vision The Santa Cruz Community Credit Union pursues a vision of vital local communities whose members contribute individually and collectively to a just society.