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

Yellowstone Boys and Girls Ranch Foundation

Yellowstone Boys and Girls Ranch Foundation is a non-profit organization that supports, promotes, advances, and enables charitable, religious, and educational organizations and programs whose services primarily benefit youth and adults with special needs.

Stonemont Financial Group

Stonemont Financial Group`s mission is to develop a true partnership with our clients, easing the burden of navigating the challenges related to implementing financing strategies in today`s volatile markets. The Principal Real Estate Practice focuses almost exclusively on acquiring and developing single-tenant net lease transactions and private off-campus student housing projects. For net lese transactions our capital underwrites credit primarily, real estate secondarily, which is critical in today`s market. Depending on our client`s needs, we have the ability to act as principal in both ground-up developments, as well as existing asset acquisitions, allowing our client to leverage our principals` experience and relationships. - Principals have structured and financed over $17.1 billion of single-tenant transactions since 1995, and over $500 million currently under construction. - Rather than a “one size fits all” approach, our key differentiator is balancing operational and financial goals of our clients to put in place ideal structure. - Focus on credit first allows us to finance more challenging asset types through innovative lease structures in tertiary markets. Stonemont Financial Group`s Principal Real Estate Practice is headquartered in Atlanta, GA, with partnership offices in Dallas, TX and Marlton, NJ.

Convergent Wealth Advisors

Convergent Wealth Advisors is one of the leading companies in Financial Services industry. Convergent Wealth Advisors is based in Rockville, MD. You can find more information on Convergent Wealth Advisors at www.convergentwealth.com

Pason

Pason Systems Inc. is a leading provider of instrumentation systems to land-based and offshore drilling rigs worldwide. The company’s rental solutions, which include data acquisition, wellsite reporting, remote communications, and web-based information management, maximize rig uptime, improve work efficiency, and minimize operating costs. Pason’s common shares trade on the Toronto Stock Exchange under the symbol PSI.