American Trust, a subsidiary of EdgeCo Holdings, L.P., acquired Unified Trust Company, N.A., a national retirement plan provider and fiduciary, in October 2020.
“Americans need strategic support and expansive resources when it comes to planning for a secure retirement future. Providing unbiased and comprehensive advice that helps aspiring retirees achieve better outcomes is core to who we are as a company. American Trust shares this vision, and together, we have the opportunity to amplify our impact.” ▪ Dr. Gregory Kasten, Founder & CEO of Unified Trust, Member of the Board of American Trust
For more information about the Unified Trust acquisition, visit: https://www.businesswire.com/news/home/20201002005270/en/EdgeCo-Completes-Acquisition-of-Unified-Trust
Company Details
- Employees
- 38
- Founded
- 1985
- Address
- 2353 Alexandria Dr.,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.unifiedtrust.com
- Keywords
- Financial Services, Qualified Retirement Plans, Discretionary Trustee, Fiduciary Best Practices, Prudent Asset Management, Comprehensive Plan Governance Practices, Wealth Management, Retirement Planning, CEFEX.
- HQ
- Lexington, KY
Unified Trust Questions
Unified Trust's website is http://www.unifiedtrust.com
Unified Trust's LinkedIn profile is https://www.linkedin.com/company/unifiedtrust
Unified Trust has
38 employees.
View email and phone details for 38
employees at Unified Trust.
Unified Trust's industry is
Financial Services
Unified Trust's categories are Financial Services
Unified Trust's founding year is 1985
