Accruit
Qualified Intermediary + patented 1031 Exchange workflow technology (Exchange Manager Pro)
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Status notes
Acquired by Millennium Trust, 2023
Who it's actually for
Best for sponsors, family offices, and individual investors running a straightforward 1031 exchange who want a qualified intermediary with real technology behind it rather than a law-firm-with-a-fax-machine setup. Exchange Manager Pro is genuinely useful for tracking deadlines and documents across multiple concurrent exchanges. The caveat: Accruit is now owned by Millennium Trust, so you're dealing with a larger institutional bureaucracy, and QI selection ultimately matters more for fee custody and bonding than software polish — vet the underlying trust arrangement, not just the UI.
Profile last verified 2026-08-22. Work at Accruit? Correct or claim this listing — listing is free and no vendor can pay for placement.
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