OverviewSuggest Edit

    Custodia is a company that develops an AI-driven enterprise solution for expense management. Its software gives the finance team control and oversight across expense management including setting budgets and approvals, tracking spending, delivering insights, etc. It also provides employees with real-time pricing information across the web and budget as well as expense data from their finance teams and managers.

    HQNew York, NY, US

    Latest Updates

    Employees (est.) (Sept 2021)20(+12%)

    Key People/Management at Custodia

    Elad Efraim

    Elad Efraim

    Chief Executive Officer
    Jonathan Heller

    Jonathan Heller

    Chief Technology Officer
    Jim Hackett

    Jim Hackett

    Chief Operating Officer
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    Custodia Office Locations

    Custodia has an office in New York
    New York, NY, US (HQ)
    217 W 18th St #1696
    Show all (1)

    Custodia Financials and Metrics

    Summary Metrics

    Founding Date


    Custodia Online and Social Media Presence

    Embed Graph

    Custodia News and Updates

    Cloud9 partners Custodia on end-to-end voice recording capture and compliance

    Cloud9 Technologies ("Cloud9"), a leader in cloud-based communications, has partnered with Custodia, the global experts in compliance management, to provide institutional investors with a compliance framework that includes a cloud-based, turn-key solution for capturing and storing voice, video and I…

    Custodia Financial Appoints Mark Herman as President

    DALLAS, May 4, 2021 /PRNewswire/ -- Custodia Financial, an innovative leader in 401K employee financial wellness, announced that it has appointed P&C industry veteran Mark Herman to President, reporting to CEO Tod A. Ruble. Mr. Herman has deep insurance and operational experience, which...

    Custodia Financial Addresses Growing 401(k) Loan Default Crisis With New Retirement Loan Eraser™ Options

    DALLAS, June 23, 2020 /PRNewswire/ -- With over 40 million American workers filing for unemployment over the past three months, Custodia Financial announced today that it is enhancing its Retirement Loan Eraser™ (RLE) program with two new, lower-cost coverage levels to meet the increased...

    Custodia Frequently Asked Questions

    • When was Custodia founded?

      Custodia was founded in 2018.

    • Who are Custodia key executives?

      Custodia's key executives are Elad Efraim, Jonathan Heller and Jim Hackett.

    • How many employees does Custodia have?

      Custodia has 20 employees.

    • Who are Custodia competitors?

      Competitors of Custodia include Gratisal, Dycotrade and SMACC.

    • Where is Custodia headquarters?

      Custodia headquarters is located at 217 W 18th St #1696, New York.

    • Where are Custodia offices?

      Custodia has an office in New York.

    • How many offices does Custodia have?

      Custodia has 1 office.