UNITED CAPITAL
United Capital is one of the fastest growing and highly innovative wealth counseling firms in the country. With offices nationwide, we bring together some of the most talented and capable financial minds to assist with our clients’ financial lives. We are a partnership of exceptional advisers, unified to accomplish one objective, to help our clients achieve genuine empowerment over their financial aspirations. Established by an experienced group of investment and financial planning professionals, our management team has held executive positions in multi-billion dollar investment firms. Today, United Capital and its affiliates provide advice on over $16 billion under administration of client assets at 42 offices around the country.
UNITED CAPITAL
Social Links:
Industry:
Advice Consulting Financial Services Wealth Management
Founded:
2005-01-01
Address:
Newport Beach, California, United States
Country:
United States
Website Url:
http://www.unitedcapitalwealth.com
Total Employee:
501+
Status:
Active
Contact:
(949) 999-8500
Total Funding:
38 M USD
Technology used in webpage:
Domain Not Resolving IPv6 Facebook Sharer U.S. Server Location COVID-19 Amazon Route 53 Amazon CloudFront Akamai Hosted HubSpot COS Wordpress 4.9
Similar Organizations
Berkeley Research Group
Berkeley Research Group specializes in the fields of construction and government contracting and corporate finance.
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
Dynasty Financial Partners
The leading provider of investment and technology platforms for independent financial advisors with sophisticated client needs.
Investissement Quebec
Investissement Québec is the right partner in terms of consulting and financing to support your expansion project in Québec.
Picturewealth
PictureWealth is a technology company focused on improving the financial know-how of people across the planet.
Sequoia Financial Group
RAV Financial provides comprehensive financial planning and wealth management services.
Waterfield Advisors
Waterfield Advisors is a Multi-Family Office and Wealth Advisory Firm.
Your Money Line
Your Money Line is a financial wellness company that provides custom financial paths, expert guides, and human resource benefits.
Zennify
An award-winning tech consulting firm that delivers impeccable solutions for you, your customers, and the community.
Current Advisors List
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2019-04-02 | Irongate International | Irongate International acquired by United Capital | N/A |
| 2019-04-02 | Peachtree Investment Advisors | Peachtree Investment Advisors acquired by United Capital | N/A |
| 2017-07-25 | Asset One | Asset One acquired by United Capital | 403 M USD |
| 2017-07-25 | Compass Wealth Advisors | Compass Wealth Advisors acquired by United Capital | 210 M USD |
| 2017-07-25 | Jensen Wealth Advisors | Jensen Wealth Advisors acquired by United Capital | 145 M USD |
| 2016-02-20 | FlexScore | FlexScore acquired by United Capital | N/A |
| 2016-01-26 | Bedrock Capital Partners | Bedrock Capital Partners acquired by United Capital | N/A |
Investors List
Grail Partners
Grail Partners investment in Venture Round - United Capital
Bessemer Venture Partners
Bessemer Venture Partners investment in Venture Round - United Capital
Sageview Capital
Sageview Capital investment in Venture Round - United Capital
Official Site Inspections
http://www.unitedcapitalwealth.com Semrush global rank: 3.28 M Semrush visits lastest month: 4.34 K
- Host name: 172.67.196.98
- IP address: 172.67.196.98
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "United Capital"
United Capital Financial Advisors
Our financial advisors take the time to get to know you personally and can apply their experience to help you feel more confident about using your money to live the life you want today, while planning for tomorrow.See details»
About Us | United Capital Financial Advisors
Advisory services offered by United Capital Financial Advisors, LLC, a registered investment …See details»
Wealth Management | United Capital Wealth
A full range of wealth-management services to meet your unique needs Our personal financial advisors can partner with you to tailor a financial strategy to meet complex financial planning, investing and estate planning needs. Lets …See details»
United Capital - Crunchbase Company Profile & Funding
United Capital is one of the fastest growing and highly innovative wealth counseling firms in the …See details»
United Capital Financial Advisors, LLC | LinkedIn
United Capital Financial Advisors, LLC | 14,364 followers on LinkedIn. United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing ...See details»
United Capital Financial Advisors, LLC Overview - SignalHire
Organization Website. unitedcapitalwealth.com . Phone Number. 833-346-5433. United Capital …See details»
United Capital Financial Advisors - PitchBook
United Capital Financial Advisors General Information Description. United Capital Financial …See details»
United Capital Will Become Goldman Sachs Personal …
Jan 29, 2020 Goldman Sachs announced Wednesday that United Capital, the registered investment advisor it acquired about six months ago, will be rebranded as Goldman Sachs Personal Financial Management.The ...See details»
United Capital Financial Advisors Review 2024 - investor.com
Oct 16, 2024 United Capital Financial Advisors, registered in 2005, serves 53 state(s) with a …See details»
Creative Planning Closes on Acquisition of Goldman Sachs …
Nov 3, 2023 The new United Capital has $20 billion in total assets, 125 advisors, its own ADV …See details»
United Capital Never Found a Home at Goldman Sachs
Aug 23, 2023 Goldman Sachs said last week it was considering a sale of its Personal …See details»
Goldman Sachs acquires United Capital - Investment News
May 16, 2019 Goldman Sachs' acquisition of United Capital for $750 million in cash will give …See details»
Contact | United Capital Wealth
Advisory services offered by United Capital Financial Advisors, LLC, a registered investment …See details»
Client Login | United Capital Wealth - United Capital Financial …
Login Access to GuideCenter®, financial planning software, custodians, and portfolio …See details»
United Capital Executives Launch Modern Wealth With PE Backing …
Apr 5, 2023 Two of United Capital's co-founders and another executive have left …See details»
Goldman Expands United Capital's Tools to Its Advisors, and Beyond
Mar 22, 2021 The unit, now called Personal Financial Management, plans to focus on organic …See details»
Our Approach | United Capital Wealth - United Capital Financial …
Our personal financial advisors believe wealth management is not just about investing for the …See details»
United Capital Plc | Lagos - Facebook
United Capital Plc, Lagos, Nigeria. 45,398 likes · 647 talking about this · 250 were here. We …See details»
Goldman Buys United Capital for $750 Million. What Does It Want ...
May 15, 2019 The investment bank has been quietly building out a retail wealth management …See details»
Investment Management | United Capital Financial Advisors
You are unique, so we believe your investment portfolio should be, too. That's why your …See details»