Insights

Growth via acquisition NuView Trust Company was acquired by Millennium Trust Company in December 2023, suggesting strategic consolidation in the self-directed IRA space and potential cross-sell opportunities with Millennium’s existing client base.

Alternative investments focus NuView IRA specializes in administering self-directed IRAs for alternative investments, indicating a need for partners and tools that support nontraditional assets and enhanced due diligence, compliance, and reporting capabilities.

Technology modernization The firm relies on a mix of mainstream web and collaboration technologies (PHP, jQuery, Cloudflare, UI components) and recently emphasized a dedicated communication platform, signaling opportunities for enhanced client experience tools and integrated CRM/UC solutions.

Real estate enablement Partnerships with real estate networks (RE/MAX) show a client base actively investing in property within IRAs, presenting upsell chances for property-focused analytics, valuation services, and compliant deal workflows.

Mid-market scale With 11-50 employees and revenue in the mid tens of millions, NuView sits between small and large custodians, indicating potential for scalable services such as workflow automation, customer contact center optimization, and cost-efficient admin tooling to support growth.

Similar companies to NuView Trust Company

NuView Trust Company Tech Stack

NuView Trust Company uses 8 technology products and services including cdnjs, WordPress, Element UI, and more. Explore NuView Trust Company's tech stack below.

cdnjs
Content Delivery Network
WordPress
Content Management System
Element UI
Javascript Frameworks
Choices
Javascript Libraries
Priority Hints
Performance
PHP
Programming Languages
Microsoft Teams
Team Collaboration
HTTP/3
Web & Portal Technology

Media & News

NuView Trust Company's Email Address Formats

NuView Trust Company uses at least 2 format(s):

NuView Trust Company Email Formats	Example	Percentage
FLast@nuviewira.com	JDoe@nuviewira.com	93%
First.Last@nuviewira.com	John.Doe@nuviewira.com	5%
First.MiddleLast@nuviewira.com	John.MichaelDoe@nuviewira.com	2%
FLast@nuviewtrust.com	JDoe@nuviewtrust.com	100%

Frequently Asked Questions

What is NuView Trust Company's phone number?

You can contact NuView Trust Company's main corporate office by phone at

+1-407-367-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is NuView Trust Company's official website and social media links?

NuView Trust Company's official website is nuviewtrust.com and has social profiles on LinkedIn.

What is NuView Trust Company's NAICS code?

NuView Trust Company's NAICS code is 52 - Finance and Insurance.

How many employees does NuView Trust Company have currently?

As of July 2026, NuView Trust Company has approximately 18 employees across 1 continents, including North America. Key team members include Accounting Associate: G. W.Stay-At-Home Mom: E. R.Human Resources Recruiting & Onboarding Specialist: M. B. S.. Explore NuView Trust Company's employee directory with LeadIQ.

What industry does NuView Trust Company belong to?

NuView Trust Company operates in the Financial Services industry.

What technology does NuView Trust Company use?

NuView Trust Company's tech stack includes cdnjsWordPressElement UIChoicesPriority HintsPHPMicrosoft TeamsHTTP/3.

What is NuView Trust Company's email format?

NuView Trust Company's email format typically follows the pattern of FLast@nuviewira.com. Find more NuView Trust Company email formats with LeadIQ.

When was NuView Trust Company founded?

NuView Trust Company was founded in 2003.

NuView Trust Company

Q: What is NuView Trust Company's official website and social media links?

NuView Trust Company's official website is nuviewtrust.com. NuView Trust Company has social profiles on LinkedIn.

Q: How many employees does NuView Trust Company have currently?

NuView Trust Company has approximately 18 employees.

Q: What technology does NuView Trust Company use?

NuView Trust Company's tech stack includes Adobe Experience Manager, Open Graph, Adobe Tag Manager, YouTube, Choices.

Q: What is NuView Trust Company's NAICS code?

NuView Trust Company's NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States11-50 Employees

NuView Trust Company operates in the financial services sector, providing retirement account administration through its NuView IRA platform. It serves clients who want to hold alternative investments inside their IRA, a capability not commonly offered by traditional custodians. The self-directed IRA structure is intended to support tax-advantaged growth, and for Roth accounts, withdrawals may be tax-free.

Founded in 2003 and based in Longwood, Florida, the company is a small to mid-sized firm focused on administering retirement accounts with an emphasis on alternatives. In December 2023, Millennium Trust Company acquired NuView Trust Company.