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Insights

Recent Digital Innovation Unified Trust Company's launch of a new digital platform and technology solutions, including the Rollover Wizard, indicates a strong focus on digital transformation. This presents opportunities to offer advanced financial technology integrations or upgrades that can enhance user experience and operational efficiency.

Strategic Acquisition The acquisition by EdgeCo Holdings in October 2020 highlights potential synergies for complementary services, such as enhanced fiduciary oversight or expanded retirement planning offerings, making it suitable for partnership or B2B service expansion.

Market Positioning Operating in the competitive financial services sector with a focus on retirement planning, Unified Trust's emphasis on unbiased advice and fiduciary services signals a readiness to adopt innovative compliance solutions or relationship management tools to attract and retain institutional clients.

Growth Potential With an estimated revenue of $25 million to $50 million and a dedicated yet small team, there is room for scalable solutions in client onboarding, digital engagement, and operational automation tailored to mid-sized financial firms aiming for efficiency.

Industry Trends Unified Trust’s integration of digital strategies reflects broader industry shifts toward digitization and client-centric services, presenting opportunities for sales of cutting-edge fintech platforms, cybersecurity solutions, or customer insight analytics to strengthen their competitive edge.

Unified Trust Company Tech Stack

Unified Trust Company uses 8 technology products and services including WordPress, Telerik Sitefinity, Windows Server, and more. Explore Unified Trust Company's tech stack below.

  • WordPress
    Content Management System
  • Telerik Sitefinity
    Content Management System
  • Windows Server
    Operating Systems
  • Bootstrap
    UI Frameworks
  • Microsoft ASP.NET
    Web Frameworks
  • Adobe ColdFusion
    Web Frameworks
  • Microsoft IIS
    Web Servers
  • Facebook
    Widgets

Unified Trust Company's Email Address Formats

Unified Trust Company uses at least 1 format(s):
Unified Trust Company Email FormatsExamplePercentage
First.Last@unifiedtrust.comJohn.Doe@unifiedtrust.com
90%
Last@unifiedtrust.comDoe@unifiedtrust.com
6%
FirstLast@unifiedtrust.comJohnDoe@unifiedtrust.com
3%
F.Last@unifiedtrust.comJ.Doe@unifiedtrust.com
1%

Frequently Asked Questions

Where is Unified Trust Company's headquarters located?

Minus sign iconPlus sign iconUnified Trust Company's main headquarters is located at 2353 Alexandria Drive Suite 100 Lexington, Kentucky 40504 United States. The company has employees across 3 continents, including North AmericaAfricaAsia.

What is Unified Trust Company's phone number?

Minus sign iconPlus sign icon You can contact Unified Trust Company's main corporate office by phone at
+1-859-296-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Unified Trust Company's official website and social media links?

Minus sign iconPlus sign iconUnified Trust Company's official website is unifiedtrust.com and has social profiles on LinkedIn.

How much revenue does Unified Trust Company generate?

Minus sign iconPlus sign icon As of February 2026, Unified Trust Company's annual revenue is estimated to be $24M.

What is Unified Trust Company's SIC code NAICS code?

Minus sign iconPlus sign iconUnified Trust Company's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Unified Trust Company have currently?

Minus sign iconPlus sign iconAs of February 2026, Unified Trust Company has approximately 37 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Chief Financial Officer: J. B.Head Of Retirement Research: D. B.Owner: O. S.. Explore Unified Trust Company's employee directory with LeadIQ.

What industry does Unified Trust Company belong to?

Minus sign iconPlus sign iconUnified Trust Company operates in the Financial Services industry.

What technology does Unified Trust Company use?

Minus sign iconPlus sign iconUnified Trust Company's tech stack includes WordPressTelerik SitefinityWindows ServerBootstrapMicrosoft ASP.NETAdobe ColdFusionMicrosoft IISFacebook.

What is Unified Trust Company's email format?

Minus sign iconPlus sign iconUnified Trust Company's email format typically follows the pattern of First.Last@unifiedtrust.com. Find more Unified Trust Company email formats with LeadIQ.

When was Unified Trust Company founded?

Minus sign iconPlus sign iconUnified Trust Company was founded in 1985.

Unified Trust Company

Financial ServicesKentucky, United States11-50 Employees

American Trust, a subsidiary of EdgeCo Holdings, L.P., acquired Unified Trust Company, N.A., a national retirement plan provider and fiduciary, in October 2020. 

“Americans need strategic support and expansive resources when it comes to planning for a secure retirement future. Providing unbiased and comprehensive advice that helps aspiring retirees achieve better outcomes is core to who we are as a company. American Trust shares this vision, and together, we have the opportunity to amplify our impact.” ▪ Dr. Gregory Kasten, Founder & CEO of Unified Trust, Member of the Board of American Trust

For more information about the Unified Trust acquisition, visit: https://www.businesswire.com/news/home/20201002005270/en/EdgeCo-Completes-Acquisition-of-Unified-Trust

Section iconCompany Overview

Headquarters
2353 Alexandria Drive Suite 100 Lexington, Kentucky 40504 United States
Phone number
+1-859-296-****
Website
unifiedtrust.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1985
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Unified Trust Company's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Unified Trust Company's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    J. B.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. B.
    Head Of Retirement Research
    Phone icon
    Mobile Phone
  • Stylized image of a person
    O. S.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Chairman
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Executive Director
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    A. V.
    Director Of Business Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. J. M.
    Director Of Wealth Management Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. C. A.
    Louisville Market Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. A.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    Director Of Information Technology
    Phone icon
    Mobile Phone

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