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.
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 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 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...
EDGECO HOLDINGS CAREERS
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