Address : 2353 Alexandria Dr, Lexington, Kentucky 40504, United States
Industries : Financial Services, Investment Management
Company Description
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 TrustFor more information about the Unified Trust acquisition, visit: https://www.businesswire.com/news/home/20201002005270/en/EdgeCo-Completes-Acquisition-of-Unified-Trust
Specialities
- Financial Services
- Discretionary Trustee
- Prudent Asset Management
- Wealth Management
- Cefex
- Qualified Retirement Plans
- Fiduciary Best Practices
- Comprehensive Plan Governance Practices
- Retirement Planning
- Investment Management
Financial
Employees Total : 200
Revenue (Yearly) : 17.5M
Miscellaneous
Founded in : 1985
Linkedin : unifiedtrust
Email Delivery : Sendgrid
Email Providers : Outlook
Tech : Microsoft Office 365
Analytics and Tracking : accessiBe
Hosting : Oracle Cloud
Frameworks and Programming Languages : ASP.NET
Last Updated : 2023-11-20
Employees
- Daniel Snodgrass ( Business Analyst )
- Logan Specht ( Portfolio Manager )
- Holly Baker ( Senior Retirement Plan Processor )
- Gregory Kasten ( Chief Executive Officer )
Alumni
- Brent Smith ( Senior ETL Developer and Data Integration Specialist )
- Todd Baxter ( System Administrator )
Competitor
 | Trust Company of Oklahoma financial services 10M yearly revenue |
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