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 started in the 1950s as part of American Trust & Savings Bank of Dubuque, Iowa and has long been a leading full-service provider of retirement services to small-to-mid-sized plan sponsors. Today, we are more than 120 people focused on one thing – improving retirement outcomes.
New Orleans-based Goss Advisors is a rapidly growing partnership RIA built by financial advisors and collectively shared with other successful advisors and teams. The firm, which embraces a transparent approach to educating advisors on the myths of independence, continues to attract top-performing advisors from across the country.
NewEdge Wealth is a registered investment adviser designed to meet the needs of ultra-high-net-worth, family office and institutional clients. The firm was established in 2020 to provide comprehensive wealth and lifestyle management services for ultra-high-net-worth individuals and families.
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
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...
EdgeCo Holdings Announces Agreement with Unified Trust to Become Part of American Trust Subsidiary September 2nd, 2020 EdgeCo Holdings, L.P. (“EdgeCo”) has entered into a definitive agreement with Unified Trust Company, N.A. (“Unified Trust”) to become part of its...
Acquisition of American Trust Retirement February 4th, 2019 First Mercantile Trust, a subsidiary of EdgeCo Holdings, Announces Agreement for Strategic Acquisition of American Trust Retirement First Mercantile Trust continues to augment its value proposition to...