Unified Trust Email Formats

Financial Services • Lexington, Kentucky, United States • 21-50 Employees

Unified Trust Email Formats

Unified Trust uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@unifiedtrust.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@unifiedtrust.com	100%

Key Contacts at Unified Trust

Patrick J. Meyer

Director Of Wealth Management Client Services

Abby Vaughn

Director Of Business Development

Roberts David

Director Of Fiduciary & Invesment Compliance

Company overview

Headquarters	2353 Alexandria Dr., Suite 100, Lexington, KY 40504, US
Phone number	+18669345078
Websites	unifiedtrust.com americantrustwealth.com
NAICS	52
Keywords	Financial Services, Wealth Management, Retirement Planning, Qualified Retirement Plans, Discretionary Trustee, Fiduciary Best Practices, Cefex, Comprehensive Plan Governance Practices, Prudent Asset Management
Founded	1985
Employees	21-50
Socials

About Unified Trust

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

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Senior

Director

Employees by Department

Unified Trust has 16 employees across 6 departments.

Departments

Number of employees

Funding Data

Unified Trust has never raised funding before.

Unified Trust Tech Stack

Discover the technologies and tools that power Unified Trust's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

jQuery Mobile

Mobile frameworks

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

Frequently asked questions

Unified Trust is located in Lexington, Kentucky, US.

You can reach Unified Trust at +18669345078.

Unified Trust was founded in 1985, making it 41 years old. The company has established itself as a significant player in its industry over this time.

Unified Trust has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.