Following Inspira Financial’s acquisition of NuView Trust Company in 2023, NuView has appointed Inspira as successor custodian and all self-directed accounts will transfer to Inspira — along with NuView’s strong team of experts.
“We’re excited to integrate our customer-centric operational and technology platforms into the Inspira Financial suite of products and services,” said Jason DeBono, former NuView Trust Company president and Inspira Financial’s new head of self-directed accounts. “Clients can expect the same exceptional experience while gaining access to additional solutions, providing even more ways for them to support their wealth and retirement goals.”
Founded in 2003 by Glen Mather, NuView has strived to provide clients with the broadest possible choices in their IRAs, as well as world class service and simple solutions in the complex world of alternative asset custody. With Inspira, NuView accountholders can expect their experience to be further enhanced through a broad range of services and a more advanced, user-friendly experience – all while maintaining the high standards they’ve come to expect from NuView.
“This acquisition is highly complementary to our existing business and further diversifies our revenue and assets,” said Dan Laszlo, chief executive officer of Inspira Financial. “Alternatives provide people with ways to invest beyond traditional stocks and bonds, contributing to a diversified investment strategy. That’s why self-directed IRAs and alternative assets are a focus for us. NuView’s capability and experienced talent will help us support even more clients and help build a future for new growth opportunities.”
Inspira Financial, formerly Millennium Trust Company, was established in 2000 with a focus on IRA custody and administration. The company has since grown to offer a wider range of health, wealth, retirement, and benefits solutions, and now has more than 8 million accountholders and $62 billion in assets under custody.
Self-directed IRAs and alternative assets remain a core part of Inspira’s business, providing people ways to invest beyond traditional public stocks and bonds while contributing to a tax-advantaged diversified investment strategy.
The acquisition of NuView added approximately $2.2 billion of retirement assets and over 12,000 client accounts to Inspira’s platform, adding scale to its existing retirement and wealth business line and paving the way for future growth in this area. The deal expands Inspira’s self-directed IRA capabilities and reflects a continued commitment to providing access to alternative assets.
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Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 8 million accountholders holding over $62 billion in assets under custody, Inspira works with thousands of employers, plan sponsors, recordkeepers, third-party administrators, and other institutional partners – helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with its automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.
NuView Trust Company, an Inspira Financial solution, is a South Dakota-chartered trust company that provides alternative asset custody solutions for individual retirement accounts, or IRAs; trusts; and organizations. Since 2005, NuView has serviced over 20,000 accountholders seeking to invest beyond public equities. With over $2 billion in assets under custody, NuView provides platforms for individuals, financial advisers, and investment issuers to access alternative investments for their respective client accounts.
To learn more about NuView Trust Company, visit www.NuViewTrust.com.
NuView Trust is a sponsor of The DI Wire, and the article was published as part of their standard directory sponsorship package.
For more NuView company news, please visit their directory page.
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