For over four decades, EdgeCo® Holdings’ companies have provided best-in-class technology-enabled solutions and support services to financial intermediaries and their clients, including Full-Service Retirement Plan Administration, Brokerage, Advisory, and Trust and Custody solutions.
Mid Atlantic Capital Group is a leading financial services organization that provides a wide array of brokerage, advisory, and trust services to a diverse national client base of financial advisors and institutions, asset managers, and benefits administrators through its various subsidiary companies.
American Trust is a leading, full-service provider of retirement plan solutions to advisors serving the small- and mid-sized plan market. With offices in Denver, CO, Dubuque, IA, Greensboro, NC, Lexington, KY and Memphis, TN, American Trust brings together the cornerstones of a quality retirement plan including plan design, fiduciary oversight, discretionary trust services, cost efficiency, service, and technology.
NewEdge Capital Group and its subsidiaries collectively trace their roots back over 40 years and provide best-in-class technology-enabled solutions and support services to financial advisors and their clients. Today, NewEdge Capital Group has over $27 billion in client assets and supports over 300 financial advisors across more than 75,000 client accounts.
PensionPro is a leader in workflow management software for Third-Party Administrators supporting over 200,000 plans. Founded in 2010, PensionPro was created to help TPAs turn business assumptions and expectations into profits. In the increasingly complex world of pension management, PensionPro provides clarity through the collection and organization of data across clients, departments, and locations.
EDGECO COMPANIES IN THE NEWS
EdgeCo Holdings LP announced that it has closed on its acquisition of NSCC trading workflow automation solution, VMS Hub, from Financeware, the parent company for Vertical Management Systems and a NewSpring Holdings platform company.
NewEdge Capital Group, LLC announced today that Robert J. McCann has joined the firm and will serve as an active Co-Chairman. With four decades of experience, Mr. McCann’s proven track record of executive leadership and delivering organic growth will propel NewEdge Capital Group’s mission of supporting successful advisors in the pursuit of the optimal client experience.
EdgeCo Holdings, LP is pleased to announce the launch of NewEdge Capital Group, the official brand of the firm’s wealth management division. The launch of NewEdge Capital Group brings together several of the wealth management operations EdgeCo has launched or acquired since 2018.
American Trust has signed a definitive agreement to acquire Denver based LT Trust, a national retirement plan provider and recordkeeper. This agreement adds significant talent and technology to American Trust while expanding its operational capabilities for institutional outsourcing and establishing a greater presence in the Midwest and Western U.S.
American Trust Retirement expands its presence in the mid-sized plan market, acquiring Stanley Benefit Services, Inc., an independent employee benefits consulting firm based in Greensboro, NC, specializing in retirement plan administration.
Mid Atlantic is pleased to announce it has finalized a deal with PensionPro, the leader in TPA workflow automation software, to become part of its trust and retirement services division.
The two retirement industry leaders are partnering to provide a customizable retirement plan option for employers of all sizes
Newly-formed RIA firm to expand EdgeCo’s wealth management footprint with a focus on serving ultra-high-net-worth, family office and institutional clients
EdgeCo Holdings announced today it has entered into a definitive agreement with GWM Advisors LLC, a leading New Orleans-based RIA supporting independent financial advisors nationwide.
EdgeCo Completes Acquisition of Unified Trust October 2nd, 2020 The $5B retirement plan provider and fiduciary becomes part of EdgeCo subsidiary American Trust MEMPHIS, Tenn.–(BUSINESS WIRE)–EdgeCo Holdings, L.P. (“EdgeCo”) has completed its acquisition of Unified...