TECHNOLOGY ENABLED
FINANCIAL SOLUTIONS

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.

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EDGECO COMPANIES

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.

NewEdge Capital Group

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.

Goss Advisors

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 Announces Launch of NewEdge Capital Group

EdgeCo Holdings Announces Launch of NewEdge Capital Group

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.

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American Trust Company Signs Agreement to Acquire LT Trust Company

American Trust Company Signs Agreement to Acquire LT Trust Company

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.

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EdgeCo Completes Acquisition of Unified Trust

EdgeCo Completes Acquisition of Unified Trust

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...

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Acquisition of American Trust Retirement

Acquisition of American Trust Retirement

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...

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EDGECO HOLDINGS CAREERS

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