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.
AmericanTCS has been collaborating with financial intermediaries to provide successful financial outcomes for almost 50 years. At AmericanTCS, investor success isn’t a marketing slogan, it’s our mission and we have the data to prove it. AmericanTCS is proud to provide our clients with a team of industry leaders. From our administrative staff to our investment team, our culture embraces a spirit of support and dedication to helping you achieve your goals.
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 $30 billion in client assets and supports over 300 financial advisors across more than 75,000 client accounts.
EDGECO COMPANIES IN THE NEWS
EdgeCo Holdings Announces Agreement with Goss Advisors
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
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
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
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...