Unified Trust

www.unifiedtrust.com

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

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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

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Country

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State

Kentucky

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City (Headquarters)

Lexington-Fayette

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Founded

1985

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Estimated Revenue

$10,000,000 to $50,000,000

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Social

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Potential Decision Makers

  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Business Development

    Email ****** @****.com
    Phone (***) ****-****
  • Director - Wealth Management Advisor Partner Services

    Email ****** @****.com
    Phone (***) ****-****
  • Director and Investment Advisor

    Email ****** @****.com
    Phone (***) ****-****

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