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United Capital Financial Partners

United Capital Financial Partners
2005 FOUNDED
PRIVATE STATUS
601-700 EMPLOYEES
M&A LATEST DEAL TYPE
6 FINANCING ROUNDS
32 INVESTMENTS
Description

Provider of financial advisory services intended to help clients gain clarity, confidence, and control over their entire financial life. The company offers financial life management, financial planning, and investment management services using a combination of different strategies, enabling clients to better manage their money.

Ownership Status
Privately Held (backing)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Primary Office
  • 620 Newport Center Drive
  • Suite 500
  • Newport Beach, CA 92660
  • United States

+1 (800) 000-0000

United Capital Financial Partners Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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United Capital Financial Partners Competitors (15)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Thomas Heald Corporate Backed or Acquired Chesterfield, United Kingdom 00 000000&0
00000000 Corporate Backed or Acquired Saint Louis, MO 00000000000
00000 0000000000 0 Private Equity-Backed Bethesda, MD 000000000000
00000000 000000 00 Corporate Backed or Acquired San Diego, CA 000000&0
00000 00000000 Private Equity-Backed Baltimore, MD 000 000.00 000000000 00 000.00
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United Capital Financial Partners Investments & Acquisitions (32)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 000000000 02-Apr-2019 0000000000 Asset Management 0000000 0000000
000000000 00000000 02-Apr-2019 0000000000 Asset Management 0000000 0000000
00000 000000 00000 21-Dec-2017 0000000000 Asset Management 0000000 0000000
00000 000 (0000000 25-Jul-2017 0000000000 Asset Management 000000 00000
Compass Wealth Advisors 25-Jul-2017 Buyout/LBO Asset Management
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United Capital Financial Partners Subsidiaries (9)

Company Name Industry Location Founded
FlexScore Application Software San Francisco, CA 2012
000000000 00000000 Asset Management Atlanta, GA 0000
000000 0000000 000 Consulting Services (B2B) San Diego, CA 0000
00000000 000000000 Asset Management Moline, IL 0000
000 000 00000 Asset Management Southborough, MA 0000
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United Capital Financial Partners Executive Team (31)

Name Title Board
Seat
Contact
Info
Joseph Duran Chief Executive Officer & Founding Partner
Jon Frojen Chief Financial Officer
Jorge Bernal Chief Operating Officer
Greg Schoenfeld Managing Director
John Vaccaro Managing Director

7 Former Executives

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United Capital Financial Partners Board Members (16)

Name Representing Role Since Contact
Info
000000 000000000 Self Board Member 000 0000
00000 0000000 United Capital Financial Partners Co-Founder, Senior Vice President, Assistant Corporate Secretary & Board Member 000 0000
0000000 00000000 Bessemer Venture Partners Board Member 000 0000
0000000 0000000 Grail Partners Board Member 000 0000
000000 0000000 Self Board Member 000 0000

6 Former Board Members

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