Join hundreds of banks, trust companies, asset managers, and broker/dealers that benefit from our state-of-art technology and support services.
We provide industry leading mission-critical services to plan administrators. Our companies service over $50 billion in assets nationwide.
The Mid Atlantic Financial Network provides a powerful array of solutions to independent fee-based, “hybrid”, and registered representative advisors.
We help your financial services provider deliver solutions for your needs. Find out why financial advisors, administrators, and institutions choose to partner with us.
Mid Atlantic Capital Group
Mid Atlantic Capital Group is a leading provider of first-class custody, brokerage, trade processing, and financial services technology. Our broker/dealer, registered investment advisor, and trust company serve over 10,000 financial advisors and 500 financial institutions on behalf of more than 75,000 customer accounts and one million beneficiaries.
We are pleased to announce Lions Gate Wealth Management LLC has joined Mid Atlantic Capital Group. With offices in Wexford and Warren, PA, the firm has over a 12 year track record of providing investment services for individuals, families, small […]
Integration allows advisors to access MATC client data from within the fi360 Toolkit Retirement plan accounts held in custody at Mid Atlantic Trust Company (MATC) are now integrated with fi360’s Toolkit. The integration allows advisors to access retirement plan client […]
No matter what your role in the process, there are numerous steps involved in setting up a retirement plan. From acquiring documents and signatures, to selecting an advisor, to choosing funds, it isn’t always easy to get your ducks in […]