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 1044 active competitors, including 74 funded and 84 that have exited. Its top competitors include companies like Farther, Origin and Pontera.
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.
- Website
- inspirafinancial.com
- Registered Address
- 16 SOUTH END,CROYDON,SURREY,CR0 1DN
Key Metrics
Founded Year
2023
Location
Oak Brook, United States
Stage
Funding Raised
Investors
Ranked
9th among 1044 active competitors
Employee Count
1,089 as on Sep 30, 2026
Investment & Acquisitions
Legal entities associated with Inspira Financial
Inspira Financial is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Reports |
|---|---|---|---|---|
INSPIRA LIMITED CIN: 3023506 , United Kingdom, Active | Feb 16, 1995 | - | 1 (As on Jun 30, 2024) |
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Inspira Financial's funding and investors
Inspira Financial is a funded company. Inspira Financial has 3 institutional investors.
View details of Inspira Financial's funding rounds and investors
Inspira Financial's founders and board of directors
Founder? Claim ProfileThe founders of Inspira Financial is Harsimran Walia. Dan Laszlo is the CEO of Inspira Financial.
Here are the details of Inspira Financial's key team members:
- Harsimran Walia: Product Owner of Inspira Financial.
- Dan Laszlo: CEO of Inspira Financial.
View details of Inspira Financial's Founder profiles and Board Members
Inspira Financial's employee count trend
Inspira Financial has 1,089 employees as of Sep 26. Here is Inspira Financial's employee count trend over the years:
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Inspira Financial's Competitors and alternates
Top competitors of Inspira Financial include Farther, Origin and Pontera. Here is the list of Top 10 competitors of Inspira Financial, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Farther 2019, New York City (United States), Series D | App-based financial planning and management platform for individuals | $272M | 67/100 | |
2nd | Origin 2019, San Francisco (United States), Series B | Financial planning solutions for employees | $68M | 66/100 | |
3rd |  Pontera 2012, New York City (United States), Series C | Tax management solutions for businesses | $160M | 63/100 | |
4th |  Compound 2019, San Francisco (United States), Series B | Wealth and financial management platform | $37.1M | 62/100 | |
5th |  Uprise 2021, San Francisco (United States), Seed | AI-powered financial advisory platform for individuals | $4.7M | 58/100 | |
6th |  Capitalize 2019, New York City (United States), Series B | Financial planning and advisory platform | $33.5M | 56/100 | |
7th |  OneEleven 2016, New York City (United States), Series A | Financial planning and money management platform for employers and individuals | $2.55M | 54/100 | |
8th |  Keystone 2006, Salt Lake City (United States), Acquired | Online financial and investment advisory platform for individuals | - | 54/100 | |
9th |  Inspira Financial 2023, Oak Brook (United States), Funding Raised | Provider of health, wealth, retirement, and benefits solutions | - | 57/100 | |
10th |  Basic Capital 2021, New York City (United States), Series A | Financial planning and advisory solution for individuals and businesses | $25M | 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
Filter this listMedia has covered Inspira Financial for a total of 9 events in the last 1 year, 3 of them have been about company updates and 2 about partnerships.
•
Inspira Financial Integrates with CAIS to Expand Alternatives Access for Independent AdvisorsNewswire•Jul 22, 2026•CAIS, Inspira Financial
•
Streamex Corp. Announces GLDY Now Available for Custody by Inspira FinancialGlobeNewswire•Jul 21, 2026•Inspira Financial, Streamex
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Inspira Financial and Ameritas Partnership to Integrate Health Savings and Retirement PlanningNewswire•May 14, 2026•Inspira Financial, Ameritas
•
MyWealthManagement Announces Expansion Plans After Completing Two AcquisitionsBusinessplus•Apr 08, 2026•Inspira Financial, MyWealthManagement
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TruStage® Retirement Solutions Partners with Inspira to Offer Clients an Emergency Savings OptionGlobeNewswire•Mar 19, 2026•Inspira Financial, TruStage
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Inspira Financial Appoints Matt Marek as Chief Executive OfficerNewswire•Mar 06, 2026•Inspira Financial
•
RFE Investment Partners Backs Launch of NuView, a Unified Managed IT and Cybersecurity PlatformBenzinga•Dec 17, 2025•RFE Investment Partners, Landmark Properties, Inspira Financial, mansfieldip.com
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Inspira Financial Appoints Paul Sanford & Sandy McCarthy to Its BoardNewswire•Sep 29, 2025•Inspira Financial
•
Inspira Financial Announces Former WTW and Aetna Executive Debby Moorman as EVP, Head of Health and BenefitsAccess Newswire•Aug 04, 2025•Inspira Financial, WTW
•
Inspira Financial Appoints Chris Herman as EVP, Head of Retirement & WealthNewswire•Jul 14, 2025•Inspira Financial
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