Strategic Partnerships:
Partnerships are expanding distribution, including a 2026 referral program with Ameritas to bring HSAs onto the Ameritas retirement platform and a CAIS integration that extends alternatives custody access for advisors. These moves indicate growing channels and deeper reach into employer and advisor ecosystems.
Product Line Growth:
Successive acquisitions since late 2023—NuView Trust Company, Quest Trust Company’s SDIRA business, and First Dollar—added capabilities across self-directed IRAs, alternative-asset custody, and health/benefits technology. The unified Inspira brand broadens offerings across health, wealth, retirement, and benefits.
Innovation-Driven Growth:
An AI‑augmented benefits platform is rolling out to select employers in 2026 with broader availability planned for the 2027 plan year. This roadmap signals continued investment to advance connected health-and-wealth experiences.
