Guardrail Financial

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

275 Battery St Ste 700, San Francisco, C...

Phone Number

(615) 460-9240

Revenue

<$5 Million

Industry

Finance Banking Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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4
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2

About Guardrail Financial

Equitable Trust is an independent, employee-owned trust company that provides a range of services including investment management, trust administration, estate planning, and family office services. The company caters to families and institutions, helping them manage their assets effectively. Their offerings also include directed trustee services, estate settlement, and financial planning tailored to individual goals. With a focus on trust and estates, Equitable Trust aims to support clients in achieving their financial objectives.Explore more
Guardrail Financial's Social MediaPopular SearchesEquitable Trust CoEquitable TrustEquitableEquitable Trust Holdings IncRoros FoundationSIC Code 60,609NAICS Code 52,523Show more

Guardrail Financial Org Chart

TS
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Chief Executive Officer

PhoneEmail
John Steele, President at Guardrail Financial
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Guardrail Financial

<$5M
11-50
Private
-
1991
$6.2M
11-50
Private
<$5M
1989
SC
Stephen CohnCo-Founder & Co-President
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2012
MS
Marcus SikorsManaging Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Guardrail Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Guardrail Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Guardrail Financial.

Guardrail Financial Tech Stack

A closer look at the technologies used by Guardrail Financial

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Frequently Asked Questions Regarding Guardrail Financial

What is Guardrail Financial's official website?
Guardrail Financial's official website is www.equitableco.com
What is Guardrail Financial's Revenue?
Guardrail Financial's revenue is <$5 Million
What is Guardrail Financial's SIC code?
Guardrail Financial's SIC: 60,609
What is Guardrail Financial's NAICS code?
Guardrail Financial's NAICS: 52,523
How many employees does Guardrail Financial have?
Guardrail Financial has 11-50 employees
What industry does Guardrail Financial belong to?
Guardrail Financial is in the industry of: Finance, Banking, Securities Trading
What is Guardrail Financial competition?
Guardrail Financial top competitors include: Sage Financial Group, Eastgate Capital Advisors, Kolinsky Wealth Management, Inlet Private Wealth
What technology does Guardrail Financial use?
Some of the popular technologies that Guardrail Financial uses are: WordPress.org, PHP, Salesforce Pardot, Google Font API
How do I contact Guardrail Financial?
Guardrail Financial contact info: Phone number: (615) 460-9240 Website: www.equitableco.com
What does Guardrail Financial do?

Equitable Trust is an independent, employee-owned trust company that provides a range of services including investment management, trust administration, estate planning, and family office services. The company caters to families and institutions, helping them manage their assets effectively. Their offerings also include directed trustee services, e... state settlement, and financial planning tailored to individual goals. With a focus on trust and estates, Equitable Trust aims to support clients in achieving their financial objectives.Read More

What are Guardrail Financial social media links?
Guardrail Financial Linkedin page Guardrail Financial Twitter page Guardrail Financial Facebook page
Is Guardrail Financial a public company?
Guardrail Financial is private company therefore does not currently have an official ticker symbol
See more information about Guardrail Financial

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