United Capital

Advice, Consulting, Financial Services, Wealth Management
Founded in 2005-01-01
Newport Beach, California, United States
http://www.unitedcp.com
For Profit

About 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.

Company Metrics

  • Employees: 501-1000
  • Monthly Visits: None
  • Tech Stack: 35 active products

Financial Information

  • Estimated Revenue: $10M to $50M
  • Total Funding: 38000000 USD
  • Last Funding: 38000000 USD (Venture - Series Unknown)
  • Funding Status: M&A

Technology Stack

United Capital actively uses 35 products in their tech stack.

Market Presence

Industries: Advice, Consulting, Financial Services, Wealth Management

Headquarters: Newport Beach, California, United States