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Unified Trust

Financial Services

Specialities :
Financial services
Qualified retirement plans
Discretionary trustee
Fiduciary best practices
Prudent asset management

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Unified Trust

What does Unified trust do?+

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,...

What are Unified trust's specialties? +

Financial services,qualified retirement plans,discretionary trustee,fiduciary best practices,prudent asset management,comprehensive plan governance practices,wealth management,retirement planning,and cefex

What is Unified trust's industry? +

Unified trust operates in the Financial services industry.

What is Unified trust's revenue? +

Unified trust's revenue is 11m - 100m

What is Unified trust's company size? +

Unified trust has 11 - 50 employees.

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