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
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
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Current Advisors List
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Current Employees Featured
Graeme Carling Founder & CEO @ United Capital
Founder & CEO
2018-01-01
Caryn Westman Founder ,Senior Vice President ,Corporate Secretary & Assistant Corporate Secretary @ United Capital
Founder ,Senior Vice President ,Corporate Secretary & Assistant Corporate Secretary
2004-08-01
Tony McCuaig Senior Vice President and Finance @ United Capital
Senior Vice President and Finance
2007-02-01
Casey Bates Vice President @ United Capital
Vice President
2019-07-01
Heather Kelly Vice President, Risk Management @ United Capital
Vice President, Risk Management
Brandon Gage Senior Vice President of Technology @ United Capital
Senior Vice President of Technology
2005-01-01
Bret Livingston Vice President of Regional Office Operations @ United Capital
Vice President of Regional Office Operations
2014-01-01
Rob Brown Senior Vice President & Chief Investment Officer @ United Capital
Senior Vice President & Chief Investment Officer
Mark Ciucci Senior Vice President of Advice @ United Capital
Senior Vice President of Advice
2005-01-01
Bret Livingston VP, Partners Performance @ United Capital
VP, Partners Performance
2017-04-01
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: 104.21.32.1
- IP address: 104.21.32.1
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
Unitedcapitalwealth.com lookup results from whois.cloudflare.com server:
- Domain created: 11th-Oct-2023
- Domain updated: 8th-Feb-2025
- Domain expires: 11th-Oct-2026 1 Year, 184 Days left
- Website age: 1 Year, 180 Days
- Registrar Domain ID: 2820870169_DOMAIN_COM-VRSN
- Registrar Url: http://www.cloudflare.com
- Registrar WHOIS Server: whois.cloudflare.com
- Registrar Abuse Contact Email: registrar-abuse@cloudflare.com
- Registrar Abuse Contact Phone: +1.6503198930
- Name server:
- MACK.NS.CLOUDFLARE.COM
- RAINA.NS.CLOUDFLARE.COM
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