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Inspira Financial - About the company

Inspira Financial is a funded company based in Oak Brook (United States), founded in 2023 by Harsimran Walia. It operates as a Provider of health, wealth, retirement, and benefits solutions. The company has 998 active competitors, including 72 funded and 82 that have exited. Its top competitors include companies like Farther, Pontera and Origin.

Company Details

Inspira Financial is a brand that combines Millennium Trust and PayFlex, offering simplified health, wealth, retirement, and benefits solutions. They will officially rebrand as Inspira Financial in early 2024 without interrupting client service during the transition period.
Registered Address
16 SOUTH END,CROYDON,SURREY,CR0 1DN
Key Metrics
Founded Year
2023
Location
Oak Brook, United States
Stage
Funding Raised
Ranked
Employee Count
1,050 as on Jun 30, 2026
Investment & Acquisitions
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Inspira Financial's funding and investors

Inspira Financial is a funded company. Inspira Financial has 2 institutional investors.

Inspira Financial's founders and board of directors

Founder? Claim Profile
The founders of Inspira Financial is Harsimran Walia.
Here are the details of Inspira Financial's key team members:

Inspira Financial's employee count trend

Inspira Financial has 1,050 employees as of Jun 26. Here is Inspira Financial's employee count trend over the years:
Employee count trend for Inspira Financial
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Inspira Financial's Competitors and alternates

Top competitors of Inspira Financial include Farther, Pontera and Origin. Here is the list of Top 10 competitors of Inspira Financial, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Farther
Farther
2019, New York City (United States), Series D
App-based financial planning and management platform for individuals
$272M
68/100
2nd
Logo for Pontera
Pontera
2012, New York City (United States), Series C
Tax management solutions for businesses
$160M
68/100
3rd
Logo for Origin
Origin
2019, San Francisco (United States), Series B
Financial planning solutions for employees
$68M
66/100
4th
Logo for Compound
Compound
2019, San Francisco (United States), Series B
Wealth and financial management platform
$37.1M
62/100
5th
Logo for Uprise
Uprise
2021, San Francisco (United States), Seed
AI-powered financial advisory platform for individuals
$4.7M
59/100
6th
Logo for The Coterie
The Coterie
2021, Palo Alto (United States), Series A
Diversified wealth management solutions
$40M
56/100
7th
Logo for Capitalize
Capitalize
2019, New York City (United States), Series B
Financial planning and advisory platform
$33.5M
56/100
8th
Logo for Retirable
Retirable
2019, New York City (United States), Series A
Online platform for retirement investment advisory
$30M
55/100
9th
Logo for OneEleven
OneEleven
2016, New York City (United States), Series A
Financial planning and money management platform for employers and individuals
$2.55M
54/100
10th
Logo for Keystone
Keystone
2006, Salt Lake City (United States), Acquired
Online financial and investment advisory platform for individuals
-
54/100
12th
Logo for Inspira Financial
Inspira Financial
2023, Oak Brook (United States), Funding Raised
Provider of health, wealth, retirement, and benefits solutions
-
53/100
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Inspira Financial's Investments and acquisitions

Inspira Financial has acquired First Dollar. Inspira Financial has not made any investments as of now.

Reports related to Inspira Financial

Here is the latest report on Inspira Financial's sector:

News related to Inspira Financial

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Media has covered Inspira Financial for a total of 9 events in the last 1 year, 3 of them have been about company updates and 3 about people movement.
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