Millennium Trust Company Overview

  • Founded
  • 2000
Founded
  • Status
  • Private
  • Employees
  • 400
Employees
  • Latest Deal Type
  • Debt
  • Financing Rounds
  • 7
  • Investments
  • 6

Millennium Trust Company General Information

Description

Provider of technology-enabled retirement, investment and custody services for employers, financial advisors, institutions and individuals. The company acts as a custodian for individual retirement accounts and provides retirement services to corporate retirement plan sponsors.

Contact Information

Website
www.mtrustcompany.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Primary Office
  • 2001 Spring Road
  • Suite 700
  • Oak Brook, IL 60523
  • United States
+1 (800) 000-0000

Millennium Trust Company Timeline

2018201920202021
Financing RoundFinancing RoundCaptured Employee CountEstimated Employee Growth
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Millennium Trust Company Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Millennium Trust Company Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of technology-enabled retirement, investment and custody services for employers, financial advisors, institutio
Other Financial Services
Oak Brook, IL
400 As of 2020
00.000
000000000 00.000

000 0000

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00000000 0000000
San Carlos, CA
000 0000-00-00
000000&0
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Millennium Trust Company Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
000 00000000 00000 Corporate Backed or Acquired San Carlos, CA 000000&0
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Millennium Trust Company Executive Team (27)

Name Title Board Seat Contact Info
Gary Anetsberger Chief Executive Officer & Board Member
Daniel Laszlo Chief Financial Officer
Bob Kunimura Chief Technology Officer
Mary Hackbarth Senior Vice President and Marketing Director
Jason Lomax JD Chief Compliance Officer
You’re viewing 5 of 27 executive team members. Get the full list »

Millennium Trust Company Board Members (8)

Name Representing Role Since
000000 000000 Parthenon Capital Partners Board Member 000 0000
0000 00000 ABRY Partners Board Member 000 0000
0000 00000000000 Millennium Trust Company Chief Executive Officer & Board Member 000 0000
00000 00000 Self Board Member 000 0000
0000 0000 Self Board Member 000 0000
You’re viewing 5 of 8 board members. Get the full list »

Millennium Trust Company Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Millennium Trust Company Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Millennium Trust Company Investments (6)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 00000 0000 29-Nov-2019 0000000000 Other Financial Services 0000 00000000000
0000000000 0000 07-Feb-2019 00000 00000 00 00.000 Business/Productivity Software
000 0000000 (0000 10-Jul-2018 0000000000 0000 Buildings and Property 0000 00000000000
0000000 (000000000 05-Dec-2017 0000000000 Application Software 0000 00000000000
Yoi 28-Mar-2017 Seed Round 00.000 Business/Productivity Software
You’re viewing 5 of 6 investments. Get the full list »

Millennium Trust Company Subsidiaries (2)

Company Name Industry Location Founded
Liberty Trust Company Other Financial Services Dallas, TX 2012
0000000 (000000000 Application Software Pittsburgh, PA 0000
To view Millennium Trust Company’s complete subsidiaries history, request access »

Millennium Trust Company Exits (2)

Company Name Exit Date Exit Type Exit Size Status Buyers
000 28-Mar-2017 0000 00000 00.000 Completed
  • 10 buyers
Safe-H2O 29-Jun-2015 Early Stage VC 00000 Completed
  • 9 buyers
To view Millennium Trust Company’s complete exits history, request access »