United Capital Financial Partners Overview

  • Founded
  • 2005
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 695
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 6
  • Investments
  • 33

United Capital Financial Partners General Information

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.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Parent Company
Primary Office
  • 620 Newport Center Drive
  • Suite 500
  • Newport Beach, CA 92660
  • United States
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

United Capital Financial Partners Valuation & Funding

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

This information is available in the PitchBook Platform. To explore United Capital Financial Partners‘s full profile, request access.

Request a free trial

United Capital Financial Partners Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of financial advisory services intended to help clients gain clarity, confidence, and control over their entire
Asset Management
Newport Beach, CA
695 As of 2019
0000
0000 0000-00-00
000000&0 0000

000000 0

e eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui offici
00000 0000000000
Chesterfield, United Kingdom
00 As of 0000
0.000 0000-00-00
000000&0

00000000

aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cill
00000 0000000000
Saint Louis, MO
00000000000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

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
0000 000000000 000 Private Equity-Backed San Diego, CA 00 0000000 0000
You’re viewing 5 of 15 competitors. Get the full list »

United Capital Financial Partners Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

United Capital Financial Partners Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore United Capital Financial Partners‘s full profile, request access.

Request a free trial

United Capital Financial Partners Investments & Acquisitions (33)

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
You’re viewing 5 of 33 investments and acquisitions. Get the full list »

United Capital Financial Partners Subsidiaries (8)

Company Name Industry Location Founded
FlexScore Application Software San Francisco, CA 2012
000000000 00000000 Asset Management Atlanta, GA 0000
0000000 00000 0000 Consulting Services (B2B) San Diego, CA 0000
000 000 00000 Asset Management Southborough, MA 0000
000000 0000000 (00 Consulting Services (B2B) Palm Desert, CA 0000
You’re viewing 5 of 8 subsidiaries. Get the full list »