Unified Trust Email Format

Financial ServicesKentucky, United States11-50 Employees

Unified Trust is a financial services firm based in Lexington, Kentucky, operating as a national retirement plan provider and fiduciary offering a mix of digital and traditional advisory services. The company supports individual and institutional retirement plan investors, emphasizing unbiased, comprehensive guidance intended to help clients pursue secure retirement outcomes. In recent history, Unified Trust became part of EdgeCo Holdings after a disclosed acquisition completed in 2020, reflecting a broader consolidation within the industry. The organization traces its roots to its prior leadership and collaboration with American Trust, highlighting a continued focus on strategic support and resources for retirement planning. With a presence in the Lexington region and a governance-oriented business model, Unified Trust positions itself as a fiduciary partner within the broader financial services landscape.

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