American Trust Retirement

Dubuque, United States Founded: 1911 • Age: 115 yrs Acquired By First Mercantile
Retirement planning services have been provided since 1911.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 3 Services tracked
Competitors 11 Brand Intelligence

About American Trust Retirement

American Trust Retirement is a company based in Dubuque (United States) founded in 1911 was acquired by First Mercantile in February 2019. American Trust Retirement offers products and services including WorkSaveRetire, Fiduciary Services, and Investment Solutions. American Trust Retirement operates in a competitive market with competitors including MetLife, Voya Financial, Pacific Life, Jackson and Athene, among others.

  • Headquarter Dubuque, United States
  • Sectors
    Financial Services
  • Phone
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  • Website
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  • Legal Name American Trust Company
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
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  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Acquired by
    First Mercantile

    (Feb 11, 2019)

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Products & Services of American Trust Retirement

American Trust Retirement offers a comprehensive portfolio of products and services, including WorkSaveRetire, Fiduciary Services, and Investment Solutions.

Product name locked
Category locked
Primary

Streamlines retirement plan operations and improves participant outcomes.

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Manages investments and compliance for retirement plans.

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Provides tailored investment options for retirement savers.

Funding Insights of American Trust Retirement

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Detailed funding history for American Trust Retirement

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  • Funding amounts
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Investors in American Trust Retirement

American Trust Retirement has secured backing from 1 investor. Prominent investors backing the company include First Mercantile.

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Investor Description Founded Year Domain Location
Diversified investment management services are provided across various assets.
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Investor details for American Trust Retirement

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Investments & Acquisitions by American Trust Retirement

Investments
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Investment portfolio details for American Trust Retirement

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  • Transaction dates
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Financial Statements - American Trust Retirement

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Detailed financials for American Trust Retirement

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  • Profit trends
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American Trust Retirement Comparisons

American Trust Retirement Primary company
Description
Retirement planning services have been provided since 1911.
Location
Dubuque, United States
Founded Year
1911
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for American Trust Retirement

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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Competitors of American Trust Retirement

American Trust Retirement operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MetLife, Voya Financial, Pacific Life, Jackson and Athene, among others.

Company Name Domain Founded year HQ Location Description
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Internet-based life, health, auto, home, and pet insurance is offered.
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Provider of pension fund for the employees based out of the US
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Insurance company
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Retirement-focused investment management services are provided by the firm.
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Retirement services provider
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Provider of retirement planning services
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Detailed competitors of American Trust Retirement

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Latest news on American Trust Retirement

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Complete news archive for American Trust Retirement

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Frequently Asked Questions about American Trust Retirement

American Trust Retirement was founded in 1911.

American Trust Retirement is headquartered in Dubuque, United States. It is registered at Dubuque, Iowa, United States.

American Trust Retirement was established in 1911 in Dubuque, United States. Operations are focused on the financial services sector, with retirement planning services offered to individuals and organizations. Core activities include account management, investment advice, and plan administration, all conducted through a domain-based online platform. The company serves clients primarily within the United States, emphasizing compliance with regulatory standards in retirement solutions.

American Trust Retirement's top competitors include Pacific Life, MetLife and Jackson.

American Trust Retirement offers WorkSaveRetire, Fiduciary Services, and Investment Solutions.

American Trust Retirement has 1 investor. Key investors include First Mercantile.

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