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The Entrust Group
What Does The Entrust Group Do?
The Entrust Group is a prominent financial services company specializing in the administration of self-directed Individual Retirement Accounts (IRAs) and other tax-advantaged plans. For over 40 years, they have empowered individuals to invest their retirement funds in a diverse array of alternative assets, such as real estate, precious metals, private placements, notes, and more, beyond traditional stocks and bonds. The company provides comprehensive account administration, educational resources, and expert support to clients and financial professionals, helping them navigate the complexities of self-directed investing while ensuring compliance with IRS regulations.
Where Is The Entrust Group's Headquarters?
HQ Function
Central operations, executive leadership, strategic planning, and national client support for self-directed IRA administration.
Notable Features:
Modern office facilities situated in a key downtown Oakland business center, designed to support efficient operations and a professional work environment.
Work Culture:
A professional, client-centric, and compliance-focused environment that emphasizes expertise in financial regulations, accuracy, and teamwork to deliver reliable self-directed retirement plan services.
HQ Significance:
The headquarters serves as the nerve center for The Entrust Group, centralizing key decision-making, operational oversight, and the development of service standards for its nationwide client base.
Values Reflected in HQ: The headquarters' operational setup and professional environment reflect The Entrust Group's core values of integrity, expertise, client empowerment, and security in managing retirement assets.
Location:
The Entrust Group primarily operates and serves clients across all 50 states within the United States. Their core focus is on domestic self-directed retirement plan administration. While they may provide services to U.S. citizens residing abroad, their physical office infrastructure and primary market concentration are within the U.S.
Street Address:
555 12th Street, Suite 900
City:
Oakland
State/Province:
CA
Country:
USA
Where Else Does The Entrust Group Operate Around the World?
Phoenix, AZ, USA
Address: 20860 N. Tatum Blvd., Suite 240, Phoenix, AZ 85050
To expand service accessibility and offer localized expertise for individuals and professionals in Arizona and neighboring states looking to diversify their retirement portfolios with alternative assets.
Nashville, TN, USA
Address: 3200 West End Avenue, Suite 500, Nashville, TN 37203
To provide dedicated support, educational resources, and account administration for a growing client base in Tennessee and the broader Southeastern region, facilitating investments in assets like real estate and private equity.
Clearwater, FL, USA
Address: 2451 N. McMullen Booth Road, Suite 200, Clearwater, FL 33759
To cater to the robust market of retirees and investors in Florida, providing expert guidance and administrative support for diversifying retirement savings through self-direction.
Buying Intent Signals for The Entrust Group
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Who's Leading The Entrust Group? Meet the Executive Team
As of April 2025, The Entrust Group' leadership includes:
Who's Investing in The Entrust Group?
The Entrust Group has been backed by several prominent investors over the years, including:
What Leadership Changes Has The Entrust Group Seen Recently?
Based on publicly available information as of mid-2024, there have been no major executive new hires or exits announced by The Entrust Group in the immediate past 12 months. Significant appointments like the CRO occurred slightly outside this timeframe.
What Technology (Tech Stack) Is Used byThe Entrust Group?
Discover the tools The Entrust Group uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
The Entrust Group Email Formats and Examples
The Entrust Group most commonly utilizes the email format combining the first initial and last name. For instance, an employee named Jane Doe would likely have an email address such as 'jdoe@theentrustgroup.com'. While this is a prevalent pattern, other formats might be used in specific cases within the organization.
[first_initial][last]@theentrustgroup.com
Format
jcraig@theentrustgroup.com
Example
85%
Success rate
What's the Latest News About The Entrust Group?
PR Newswire • January 10, 2024
The Entrust Group CEO Jason Craig Discusses Impact of Bitcoin ETFs on Self-Directed IRAs
Jason Craig, CEO of The Entrust Group, commented on the potential impact of newly approved Bitcoin ETFs on self-directed IRAs. He noted that these ETFs could simplify cryptocurrency investments for retirement savers, making it easier for them to include Bitcoin in their portfolios through regulated financial products, aligning with the growing interest in digital assets for long-term investment strategies....more
GlobeNewswire • October 12, 2023
The Entrust Group Expands Educational Resources for Self-Directed IRA Investors
The Entrust Group announced an expansion of its educational resources, including new webinars, guides, and articles designed to help individuals better understand self-directed IRAs and the opportunities for investing in alternative assets. This initiative aims to empower investors with the knowledge needed to make informed decisions about their retirement savings....more
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