What departments does Unified Trust have?

Unified Trust has employees across 5 departments including Entrepreneurship, Information Technology, Consultant, Operations, Marketing.

What is the largest department at Unified Trust?

The largest department at Unified Trust is Consultant with 5 employees.

Where are Unified Trust employees located globally?

Unified Trust has employees across 3 continents and 3 countries including Nigeria, India, United States Of America.

How has Unified Trust's team size changed over time?

Unified Trust's team has decreased from approximately 22 to 20 employees based on available data.

Unified Trust Employee Directory

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.

Unified Trust Global Highlights

North America
66

United States Of America
66

Africa
1

Nigeria
1

Asia
1

India
1

Unified Trust's Leadership

O. S.
Owner
Mobile Phone
Email
A. S.
Executive Director
Mobile Phone
Email
B. C. A.
Louisville Market Director
Mobile Phone
Email
C. A.
Director
Mobile Phone
Email
J. R.
Director Of Information Technology
Mobile Phone
Email
E. Y.
Senior Benefit Consultant Manager
Mobile Phone
Email
S. K.
Manager
Mobile Phone
Email
S. T.
Senior Benefits Consultant
Mobile Phone
Email

Unified Trust Employee Metrics

100%

50%

0%

2026

2025

Banking
Human Resources
Program & Project Management
Business
Finance
Other
Consultant

Contact profiles from Unified Trust

Name

Title

Contact

Location

Last Update

O. S.
Owner
Mobile Phone
Email
Nigeria
Jan 23, 2026
A. S.
Executive Director
Mobile Phone
Email
IndiaUttar Pradesh
Nov 12, 2025
B. C. A.
Louisville Market Director
Mobile Phone
Email
Oct 17, 2024
C. A.
Director
Mobile Phone
Email
Oct 22, 2024
J. R.
Director Of Information Technology
Mobile Phone
Email
Aug 09, 2023
E. Y.
Senior Benefit Consultant Manager
Mobile Phone
Email
Oct 22, 2024
S. K.
Manager
Mobile Phone
Email
Oct 23, 2024
S. T.
Senior Benefits Consultant
Mobile Phone
Email
Oct 21, 2024
C. F.
Benefit Associate & Consultant
Mobile Phone
Email
Nov 25, 2025
L. W.
Production Coordinator
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Unified Trust known for?

Unified Trust was founded in 1985 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-859-296-****

. Explore Unified Trust's company overview page for more information.

What is Unified Trust's most common email format?

Unified Trust employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Unified Trust email formats with LeadIQ.

How many employees does Unified Trust have currently?

Unified Trust has approximately 36 employees as of July 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are Unified Trust's key employees and leadership?

As of July 2026, Unified Trust's key employees include:

Owner: O. S.
Executive Director: A. S.
Louisville Market Director: B. C. A.
Director: C. A.
Director Of Information Technology: J. R.

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Unified Trust Employee Directory

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