SQX Alts
Inspira Financial is a leading provider of comprehensive solutions across health, wealth, retirement, and employee benefits, operating with the mission to simplify the financial journey for both individuals and businesses. The firm was established through the successful rebranding of two major entities, Millennium Trust Company and PayFlex Systems USA, Inc., combining decades of expertise under a unified platform. Inspira has achieved substantial scale in the financial sector, proudly serving more than 8 million accountholders with over $62 billion in assets currently under custody. This robust foundation and integrated approach enable Inspira Financial to deliver essential services that help clients prepare for the future, maximize peace of mind, and navigate complex financial landscapes with simplified, digital-first tools.
CNB Custody, a specialized division of Community National Bank, is a premier provider of custodial services built specifically to facilitate alternative investments. The company offers essential flexibility and diversity by allowing clients to hold a wide variety of non-traditional assets within a single IRA or non-qualified account. With an impressive history spanning over 35 years, CNB Custody has cultivated deep expertise in this specialized field, leading to a substantial operation with more than 40,000 customers and exceeding $4.0 billion in assets under custody. This extensive experience and proven scale position the firm as a reliable and responsive partner for investors seeking to strategically broaden their retirement and non-qualified holdings.
Inspired Healthcare Capital (IHC) is a premier private equity firm specializing in strategically targeted investments within the resilient senior housing and healthcare real estate sector across the United States. Founded on the principle of empowering futures, IHC is dedicated to generating superior outcomes by creating exceptional living environments for residents, fostering a culture of excellence for its team, and striving for prosperity for its investors. The firm’s mission aligns directly with accelerating demographic trends in the U.S., where roughly 11,000 individuals celebrate their 65th birthday every single day. This population growth is projected to elevate the senior demographic from 55 million to 75 million in the next decade, validating IHC's focus on this high-demand market segment.
Bluerock is a leading institutional alternative asset manager with a robust focus on real estate and credit investments. The firm has demonstrated significant scale and expertise, with over $19.5 billion in assets successfully acquired, managed, or disposed of across its sponsored investments. Bluerock's disciplined strategy centers on value creation within core property sectors, highlighted by its extensive track record of over 230 property transactions and a strong emphasis on residential and industrial real estate. The company actively manages a large portfolio, including thousands of residential units and millions of square feet of industrial space, consistently targeting superior, risk-adjusted returns for its investors.
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