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.unitedcp.com
Total Employee:
501+
Status:
Active
Contact:
(949) 999-8500
Email Addresses:
[email protected]
Total Funding:
38 M USD
Technology used in webpage:
SPF Domain Not Resolving Amazon Organization Schema IPv6 Google Apps For Business Microsoft Azure DNS Google COVID-19 Facebook Sharer
Current Advisors List
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2019-04-02 | Peachtree Investment Advisors | Peachtree Investment Advisors acquired by United Capital | N/A |
| 2019-04-02 | Irongate International | Irongate International acquired by United Capital | N/A |
| 2017-07-25 | Jensen Wealth Advisors | Jensen Wealth Advisors acquired by United Capital | 145 M USD |
| 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 |
| 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.unitedcp.com Semrush global rank: 895.62 K Semrush visits lastest month: 41.22 K
- Host name: 172.67.219.64
- IP address: 172.67.219.64
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
