About Unified Trust

Unified Trust is a Financial Service company, headquartered in Lexington, with 51 - 200 employees and annual revenue of $50M - $100M.

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...

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Unified Trust Company Highlights

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Phone Number

(859) 296-xxxx

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Corporate Office Address

2353 Alexandria Drive
Lexington, 40504

Industries Served

Financial Service

Number of Employees

51 - 200 Employees

Company Revenue

$50M - $100M

Unified Trust Email Format

The most common Unified Trust email format is [first].[last] (ex. john.doe@unifiedtrust.com), currently being used by 99% of Unified Trust business email addresses. There are 8 email formats used by Unified Trust.

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Unified Trust Org

Unified Trust has 3 C-Level, 2 Director, 5 Manager, 6 Senior, 15 Mid-Level, and 1 Other employees.

Unified Trust Decision Makers

  • CEOGregory Kasten
  • CFOJack Brown

Unified Trust's Tech Stack

Adobe ColdFusion
Bootstrap
CFML
Facebook

Frequently Asked Questions About
Unified Trust

FAQs

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Who is the CEO of Unified Trust?

The CEO of Unified Trust is Gregory Kasten. See full contact details  ›

Who is the CFO of Unified Trust?

The CFO of Unified Trust is Jack Brown. See full contact details  ›

How many senior employees does Unified Trust have?

Unified Trust has 16 senior employees that are typically used for decision making.

What email format does Unified Trust use?

The most common Unified Trust email format is {first}.{last} (e.g. john.doe@unifiedtrust.com).

Who are the key decision makers at Unified Trust?

Key decision makers at Unified Trust include Gregory Kasten (CEO) and Jack Brown (CFO). See full contact details  ›

What technologies does Unified Trust use?

Unified Trust uses technologies including Adobe ColdFusion, CFML, and Font Awesome.

How do I contact Unified Trust?

To contact Unified Trust, visit unifiedtrust.com.

What companies are similar to Unified Trust?

Companies similar to Unified Trust include AllianceBernstein, Ares Management Corporation, and CCM.

Where is Unified Trust headquartered?

Unified Trust is headquartered at 2353 Alexandria Drive, Lexington.

What is the main phone number for Unified Trust?

The main phone number for Unified Trust is (859) 296-xxxx.

What is the official website for Unified Trust?

The official website for Unified Trust is unifiedtrust.com.

What is the annual revenue of Unified Trust?

The annual revenue of Unified Trust is $50M - $100M.

How many employees does Unified Trust have?

Unified Trust has 51 - 200 employees.

What industry is Unified Trust in?

Unified Trust is in the Financial Service industry.

Last updated: November 4, 2025

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