Inspira Financial
Founded Year
2000Stage
Private Equity - II | AliveAbout Inspira Financial
Inspira Financial focuses on providing financial wellness solutions in the financial services industry. The company's main services include acting as a directed custodian, where it holds assets for clients but does not provide investment, tax, or legal advice. The company offers health, wealth, retirement, and benefits solutions. It primarily serves employers, advisors, and institutions in the financial community. Inspira Financial was formerly known as Millennium Trust Company and is a result of PayFlex merging into Millennium Trust Company. It was founded in 2000 and is based in Oak Brook, Illinois.
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Inspira Financial's Product Videos
Inspira Financial's Products & Differentiators
Automatic Rollover IRA
The IRAs we offer are designed to comply with the DOL’s Safe Harbor Regulations on retirement plan accounts belonging to missing or non-responsive former employees. It also actively engages and empowers participants on their journey toward retirement.
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Latest Inspira Financial News
Oct 24, 2025
DENVER Oct. 24, 2025 -- Accruit is proud to announce that Alex Moore, Senior Account Executive, earned his Certified Exchange Specialist ® CES ® ) designation. This milestone reflects Alex's deep expertise and commitment to excellence in the field of 1031 exchanges. The CES ® designation, administered by the CES ® Certification Council within the Federation of Exchange Accommodators (FEA), is awarded to professionals who demonstrate extensive knowledge of 1031 exchange rules, ethical practices, and the critical responsibilities of a Qualified Intermediary. Achieving this certification requires meeting rigorous experience criteria and passing a comprehensive exam. Alex Moore demonstrates extensive expertise in the 1031 Exchange industry as a Senior Account Executive for Accruit, focusing on developing business relationships and guiding clients through the benefits and mechanics of 1031 Exchange transactions for investment properties. In addition, Alex has a strong background in alternative investments having previously supported clients in raising capital through self-directed IRAs. His comprehensive background highlights a strong understanding of tax-deferred strategies and a commitment to helping investors maximize returns through effective exchange solutions. "We are thrilled to celebrate Alex's achievement," said Steve Holtkamp, President of Accruit. "His dedication to professional development and client service exemplifies the high standards we uphold at Accruit." Alex joins a distinguished group of CES ® professionals at Accruit, further strengthening its position as a leader in the 1031 exchange industry. With this addition, Accruit continues to ensure clients receive the highest level of service and guidance. About Accruit Accruit, founded in 2000 and acquired by Inspira Financial in 2023, is a trusted leader in 1031 Exchange solutions and the creator of the industry's only 1031 Exchange technology. Known for its expert team, innovative technologies, robust security, and financial strength, Accruit consistently delivers exceptional Qualified Intermediary services tailored to client needs and business goals. For more information, visit www.accruit.com Press This News is brought to you by Qube Mark , your trusted source for the latest updates and insights in marketing technology. Stay tuned for more groundbreaking innovations in the world of technology.
Inspira Financial Frequently Asked Questions (FAQ)
When was Inspira Financial founded?
Inspira Financial was founded in 2000.
Where is Inspira Financial's headquarters?
Inspira Financial's headquarters is located at 2001 Spring Road, Oak Brook.
What is Inspira Financial's latest funding round?
Inspira Financial's latest funding round is Private Equity - II.
Who are the investors of Inspira Financial?
Investors of Inspira Financial include ABRY Partners and Parthenon Capital.
Who are Inspira Financial's competitors?
Competitors of Inspira Financial include Polysign, Alto, Dynamo Software, Rocket Dollar, Humm and 7 more.
What products does Inspira Financial offer?
Inspira Financial's products include Automatic Rollover IRA and 4 more.
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Compare Inspira Financial to Competitors
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