Millennium Trust

Millennium Trust

Provides innovative custody solutions for IRA rollovers, alternative assets, and private funds. Learn more

Financials

Estimates*

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Revenues, earnings & profits over time
USD2017
Revenues86.1m
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DateInvestorsAmountRound
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N/A

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N/A

Growth Equity VC

N/A

Growth Equity VC
Total Funding-

Recent News about Millennium Trust

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More about Millennium Trustinfo icon
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Millennium Trust Company specializes in providing a wide range of retirement solutions, focusing on financial wellness for its clients. The company serves individual investors, financial advisors, and institutions, offering services such as Individual Retirement Accounts (IRAs), 401(k) plans, and precious metals investments. Operating in the financial services market, Millennium Trust Company leverages its robust service team and extensive online resources to assist clients in managing their retirement funds effectively. The business model revolves around custodial services, where the company earns revenue through account maintenance fees, transaction fees, and advisory services. Millennium Trust Company is dedicated to helping clients navigate complex financial landscapes, especially during challenging economic times like the coronavirus pandemic.

Keywords: retirement solutions, financial wellness, IRAs, 401(k) plans, custodial services, precious metals, financial advisors, institutions, online resources, transaction fees.

Tech stack

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Tech stackLearn more about the technologies and tools that this company uses.

Investments by Millennium Trust

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PayFlex Systems, USA
ACQUISITION by Millennium Trust Apr 2022
Benefit Resource
ACQUISITION by Millennium Trust Jul 2023
Accruit
ACQUISITION by Millennium Trust Apr 2023
InspiraFS
ACQUISITION by Millennium Trust Dec 2017
NuView Trust Company
ACQUISITION by Millennium Trust Dec 2023