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...