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
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Sectors
Financial Services
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Phone
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Website
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- Legal Name American Trust Company
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Streamlines retirement plan operations and improves participant outcomes.
Manages investments and compliance for retirement plans.
Provides tailored investment options for retirement savers.
Funding Insights of American Trust Retirement
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in American Trust Retirement
American Trust Retirement has secured backing from 1 investor. Prominent investors backing the company include First Mercantile. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Diversified investment management services are provided across various assets.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by American Trust Retirement
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - American Trust Retirement
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
American Trust Retirement Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| 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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| domain | founded_year | HQ Location |
Provider of retirement planning services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on American Trust Retirement
Frequently Asked Questions about American Trust Retirement
When was American Trust Retirement founded?
American Trust Retirement was founded in 1911.
Where is American Trust Retirement located?
American Trust Retirement is headquartered in Dubuque, United States. It is registered at Dubuque, Iowa, United States.
What does American Trust Retirement do?
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.
Who are the top competitors of American Trust Retirement?
American Trust Retirement's top competitors include Pacific Life, MetLife and Jackson.
What products or services does American Trust Retirement offer?
American Trust Retirement offers WorkSaveRetire, Fiduciary Services, and Investment Solutions.
Who are American Trust Retirement's investors?
American Trust Retirement has 1 investor. Key investors include First Mercantile.