American Trust Retirement

Finance · Kentucky, United States · 201-500 Employees

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Overview

Headquarters

2525 Harrodsburg Rd Ste 210, Lexington, ...

Phone Number

(866) 680-7000

Revenue

$47.4 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About American Trust Retirement

American Trust Retirement specializes in providing a comprehensive range of retirement services and solutions including mutual funds, IRAs, ETFs, and 401(k) plans, leveraging over 50 years of industry expertise. The company tailors personalized investment plans to help clients achieve their retirement goals and serves a diverse range of clients such as plan participants, plan sponsors, and financial institutions. Their innovative WorkSaveRetire solution enhances operational efficiency and participant outcomes while allowing partners to maintain independence from proprietary products. Dedicated to integrity and innovation, American Trust Retirement aims to foster financial security for all Americans through collaboration and customized approaches.Explore more
American Trust Retirement's Social MediaPopular SearchesAmerican Trust RetirementAT RetirementSIC Code 62,628NAICS Code 52,523Show more

American Trust Retirement Org Chart

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Managing Director, Operations

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

American Trust Retirement

$47.4M
201-500
Private
-
1911
CC
Christina CrawfordManaging Director, Operations
$37.6M
51-200
Private
-
2016
Deirdre Bertrand, Chief Operating Officer at Candidly
Deirdre BertrandChief Operating Officer
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-
2010
JR
Joshua RothbardFinancial Advisor
$14.1M
51-200
Private
$19M
1999
Tim Cowart, Chief Financial Officer at Ubiquity
Tim CowartChief Financial Officer
$10.7M
51-200
Private
-
1998
TM
Tanya McNierOffice Manager
$6.4M
51-200
Private
-
2006
DR
David RauchPresident and GC
<$5M
51-200
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

American Trust Retirement is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

American Trust Retirement is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about American Trust Retirement.

American Trust Retirement Tech Stack

A closer look at the technologies used by American Trust Retirement

American Trust Retirement News & Media

  • AmericanTCS Strengthens American Trust Retirement Leadership with Two Key Appointments

    PITTSBURGH--(BUSINESS WIRE)--AmericanTCS today announced the appointment of Beau Adams as the new President of American Trust Retirement and Carolann DiMaggio as Chief Operating Officer. As an AmericanTCS business, American Trust Retirement provides trading, custody, administration and technology solutions that enable partners to create their own retirement offerings to meet the needs of the advisor best, the plan sponsor and most importantly, the participant. "We're thrilled to welcome both Be
Read more news

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Frequently Asked Questions Regarding American Trust Retirement

What is American Trust Retirement's official website?
American Trust Retirement's official website is www.americantrustretirement.com
What is American Trust Retirement's Revenue?
American Trust Retirement's revenue is $47.4 Million
What is American Trust Retirement's SIC code?
American Trust Retirement's SIC: 62,628
What is American Trust Retirement's NAICS code?
American Trust Retirement's NAICS: 52,523
How many employees does American Trust Retirement have?
American Trust Retirement has 201-500 employees
What industry does American Trust Retirement belong to?
American Trust Retirement is in the industry of: Finance, Securities Trading
What is American Trust Retirement competition?
American Trust Retirement top competitors include: Global Wealth Solutions, Candidly, Annexus, Ubiquity
What technology does American Trust Retirement use?
Some of the popular technologies that American Trust Retirement uses are: WordPress.org, PHP, Cloudflare Website Optimization, Microsoft 365
How do I contact American Trust Retirement?
American Trust Retirement contact info: Phone number: (866) 680-7000 Website: www.americantrustretirement.com
What does American Trust Retirement do?

American Trust Retirement specializes in providing a comprehensive range of retirement services and solutions including mutual funds, IRAs, ETFs, and 401(k) plans, leveraging over 50 years of industry expertise. The company tailors personalized investment plans to help clients achieve their retirement goals and serves a diverse range of clients suc... h as plan participants, plan sponsors, and financial institutions. Their innovative WorkSaveRetire solution enhances operational efficiency and participant outcomes while allowing partners to maintain independence from proprietary products. Dedicated to integrity and innovation, American Trust Retirement aims to foster financial security for all Americans through collaboration and customized approaches.Read More

What are American Trust Retirement social media links?
American Trust Retirement Linkedin page American Trust Retirement Twitter page
Is American Trust Retirement a public company?
American Trust Retirement is private company therefore does not currently have an official ticker symbol
See more information about American Trust Retirement

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