Market Expansion:
Client reach expanded from roughly 5.2 million accounts in 2023 to more than 8 million by 2026, alongside support for 150,000+ employers. Additional book additions (e.g., NuView and the Quest Trust SDIRA transition) further broadened the footprint.
Product Line Growth:
Since 2022 the platform added consumer-directed benefits and HSA/COBRA administration via PayFlex and 1031 exchange services via Accruit, and in 2026 integrated with CAIS to extend alternatives access for advisors. This broadened the health, wealth, retirement, and alternatives stack under the unified Inspira brand.
Strategic Partnerships:
Relationships with the majority of the ten largest U.S. retirement plan recordkeepers and channel ties across 150,000+ employers create strong distribution for rollovers, benefits accounts, and custody services. New collaborations and integrations (e.g., CAIS, Ameritas, TruStage) extend reach into advisor and employer channels.
