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Inspira Financial

Inspira Financial logo
📍 Oak Brook, Illinois
🇺🇸 US

Inspira Financial is a US provider of health, wealth, retirement, and benefits solutions. It was formerly Millennium Trust Company, founded in 2000 as a custodian focused on individual retirement account (IRA) custody and administration. In early 2024 Millennium Trust Company and PayFlex rebranded under the single Inspira Financial name. Services include IRA custody, automatic rollover programs, alternative asset custody, health savings accounts, and benefits administration. The company serves more than 7 million clients representing over 62 billion dollars in assets and works with employers, plan sponsors, recordkeepers, and third party administrators. It operates as a custodian and trust company.

Services & Coverage
USretirement accountsalternative assetscashsecurities
custodyiraretirementhealth-savingsbenefitstrust-companyrollover

🏛 Regulatory Status

License #
Company Info
Founded 2000
Size Large
AUM Over 62 billion dollars in assets under custody and administration
Key Executives
Dan Laszlo (CEO)Matt Marek (President)Gary Anetsberger (Executive Chairman)

Recent News

Inspira Financial names Chris Herman EVP, Head of Retirement and Wealth
2025-07-01

Former Bank of America and Fidelity Investments executive Chris Herman joined to lead the retirement and wealth business.

Inspira Financial names Debby Moorman EVP, Head of Health and Benefits
2025-08-01

Former WTW and Aetna executive Debby Moorman joined to lead the health and benefits business.

Inspira Financial unveils renovated Oak Brook office
2025-04-28

The company reopened a renovated Oak Brook headquarters to support collaboration and growth.