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Millennium Trust

Established in 2000, Millennium Trust is an expert provider of specialized custody solutions for alternative assets, investment accounts and retirement funds. Privately owned and independent, we began by focusing on unique custody solutions where no one else could or would. We’re known for our ability to solve for even the most complex requirements and to craft entirely new solutions when and where they’re needed. Millennium Trust empowers clients with trusted expertise, exceptional service and access to a wide range of custody solutions.

Millennium Trust performs the duties of a directed custodian. As such, it does not provide due diligence for third parties on prospective investments, platforms, sponsors or service providers and does not sell investments or provide investment, tax or legal advice.

Millennium Trust
  • Alternative Assets
  • Investment Accounts
  • Retirement Funds
Millennium Trust

Companies that integrate with Millennium Trust

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.

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Millennium Trust

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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.