American Trust Retirement partners with Financial Finesse to offer Advisors and Plan Sponsors award-winning financial wellness programs

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Partnership empowers firms of all sizes with proven financial wellness services previously only available to Fortune 1000

American Trust Retirement

American Trust Retirement

American Trust Retirement (“ATR”), a leading provider of best-in-class technology-enabled solutions for financial intermediaries and their clients, announced today a strategic partnership with Financial Finesse, the nation’s leading independent provider of unbiased workplace financial wellness benefits. This partnership makes it possible for ATR’s small and mid-sized clients to offer the same award-winning financial wellness programs previously only available to Financial Finesse’s roster of Fortune 1000 clients including Aetna, Viacom, and Nestle.

“As part of our ongoing commitment to empower our partners with the most innovative technology to help improve participant engagement and outcomes, ATR is excited to announce that all retirement plan clients now have direct access to Financial Finesse’s suite of personalized financial wellness services,” says Micah DiSalvo, Chief Revenue Officer for ATR.
Financial Finesse's programs are proven to enhance retirement preparedness and retirement plan deferral rates by 50 percent in some cases. This new ATR financial wellness offering leverages Financial Finesse’s twenty-years of experience designing award-winning custom programs and equips retirement plan advisors and TPAs with a scalable digital platform. Now plan service providers can immediately expand their reach and serve participants via a deeply personalized coaching experience.

The Financial Finesse hub includes a patent-pending personal assessment, in addition to a wealth of unbiased educational resources and proprietary tools designed to help participants not just understand the entire spectrum of financial topics, but actually empower them with the confidence and action steps to start making life changing decisions tomorrow.

“While we have historically specialized in delivering high-touch services designed for large-scale organizations, I started Financial Finesse in 1999 with a mission to empower the masses” says Financial Finesse Founder and CEO, Liz Davidson. “The ability to reach employees at organizations of all sizes is mission critical, so we started offering streamlined versions of our programs via a select network of progressive partners like ATR who seek to empower more Americans by delivering engaging experiences that encourage hard working people to participate in their future success,” added Davidson.

About American Trust Retirement
American Trust Retirement is a division of First Mercantile Trust, a non-depository trust company domiciled in Tennessee. It is part of EdgeCo Holdings which, along with its sister companies, is a leading provider of best-in-class technology-enabled solutions for financial professionals and their clients. Collectively the portfolio of companies provides a suite of technology and support services including full-service retirement plan administration, brokerage, advisory, and trust and custody to a diverse national client base of financial intermediaries. This client base includes registered representatives, investment advisors, and other financial organizations including retirement plan record-keepers, TPAs, bank trust departments, broker dealers, and insurance companies. The firm services approximately $120 billion in client assets under custody or administration and more than 10,000 financial advisors and 500 financial institutions.

About Financial Finesse
Financial Finesse is the largest independent provider of unbiased workplace financial wellness programs in the country, delivering holistic financial coaching and guidance that helps employees improve their financial wellness. Financial Finesse's programs are proven to change lives and are provided by unbiased CERTIFIED FINANCIAL PLANNER™ professionals who do not sell any financial products or manage assets.

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Nicky Snyder
American Trust Retirement
+1 412-439-9125
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