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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

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