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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.
Harland Financial Solutions is a Lake Mary, FL-based company in the Financial Services sector.
Bay Winds Federal Credit Union is a Charlevoix, MI-based company in the Financial Services sector.
Westport Asset Management is a Westport, CT-based company in the Financial Services sector.
Alderwood Capital was formed in January 2020 to provide advice, consultancy and support services to asset managers and regulated entities looking to make investments in the global asset management sector.