Guardrail Financial

Finance · California, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

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

Phone Number

(615) 460-9240

Revenue

<$5 Million

Industry

Finance Securities Trading

About Guardrail Financial

Equitable Trust is a Nashville-based, employee-owned firm that specializes in fiduciary services, family office, and investment management. The firm prides itself on the depth and independence of its professionals, who have extensive experience in managing family wealth across generations. Equitable Trust focuses on building long-term relationships with families, ensuring that the same advisors remain with clients throughout their financial journeys. Their approach emphasizes both asset management and the human aspects of wealth, aiming to protect legacies and grow what matters most to their clients.Explore more
Guardrail Financial's Social MediaSIC Code 60,609NAICS Code 52,523Show more

Guardrail Financial Org Chart

PhoneEmail
JF
United States flag for contact location.

Chief Financial Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
EB
United States flag for contact location.

Partner, Co-Chief Investment Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Guardrail Financial

Compare insights from companies similar to Guardrail Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Guardrail Financial

<$5M
11-50
Private
-
1991
JF
John FordChief Financial Officer
$6.2M
11-50
Private
<$5M
1989
JG
Joseph GallagherDirector, Senior Investment Officer
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
Illustration of an envelope

Guardrail Financial Tech Stack

A closer look at the technologies used by Guardrail Financial

Top Finance Companies

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, Securities Trading
What is Guardrail Financial competition?
Guardrail Financial top competitors include: Sage Financial Group, Kolinsky Wealth Management, Inlet Private Wealth, Bay Harbor Wealth Management
What technology does Guardrail Financial use?
Some of the popular technologies that Guardrail Financial uses are: WordPress.org, PHP, Cloudflare Website Optimization, Salesforce Pardot
Who is the CFO of Guardrail Financial?
Guardrail Financial's CFO is John Ford
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 a Nashville-based, employee-owned firm that specializes in fiduciary services, family office, and investment management. The firm prides itself on the depth and independence of its professionals, who have extensive experience in managing family wealth across generations. Equitable Trust focuses on building long-term relationships... with families, ensuring that the same advisors remain with clients throughout their financial journeys. Their approach emphasizes both asset management and the human aspects of wealth, aiming to protect legacies and grow what matters most to their clients.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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.