Goldman Sachs Personal Financial Management Overview

  • Founded
  • 2005

Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 536

Employees

  • Latest Deal Type
  • Buyout/​LBO
  • (Announced)

  • Financing Rounds
  • 7

  • Investments
  • 34

Goldman Sachs Personal Financial Management General Information

Description

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

Contact Information

Website
www.goldmanpfm.com
Formerly Known As
United Capital Financial Partners
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Pending Transaction (PE)
Primary Industry
Other Financial Services
Other Industries
Asset Management
Parent Company
The Goldman Sachs Group
Primary Office
  • 4000 MacArthur Boulevard
  • Newport Beach, CA 92660
  • United States

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Goldman Sachs Personal Financial Management Valuation & Funding

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

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Goldman Sachs Personal Financial Management Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of financial advisory services intended to help businesses gain clarity, confidence and control over their enti
Other Financial Services
Newport Beach, CA
536 As of 2023
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Naples, FL
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Overland Park, KS
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Goldman Sachs Personal Financial Management Competitors (49)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Liberty Wealth Advisors Formerly PE-Backed Naples, FL 00 000000&0
00000000 00000000 Private Equity-Backed Overland Park, KS 0000 00000 000000000 00000
0000 00 Corporation Jupiter, FL
000000 00000000 Private Equity-Backed Denver, CO 000 00000 0000000 0000 00000
0000000 000000000 Corporate Backed or Acquired Greensboro, NC 00 000000&0
You’re viewing 5 of 49 competitors. Get the full list »

Goldman Sachs Personal Financial Management Patents

  • 3

    Total Documents Applications and Grants

  • 000

    Total Patents Families

  • 1

    Granted

  • 000

    Pending

  • 000

    Expiring in next 12 mo

Goldman Sachs Personal Financial Management Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20140372946-A1 Systems for obtaining, analyzing, and adjusting user provided economic priority parameters to anticipate and adjust future results Inactive 30-Nov-2012 00000000000
US-20130157243-A1 Systems and methods for obtaining prioritized user input Inactive 15-Dec-2011 00000000
US-8533092-B1 Financial evaluation process Active 31-Mar-2011 G06Q40/02

Goldman Sachs Personal Financial Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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

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Goldman Sachs Personal Financial Management Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Goldman Sachs Personal Financial Management Investments & Acquisitions (34)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 0000 02-Apr-2019 0000000000 Other Financial Services 0000000 0
000000000 000 02-Apr-2019 0000000000 Other Financial Services 0000000 0
00000 000000 21-Dec-2017 0000000000 Other Financial Services 0000000 0
00000 000 25-Jul-2017 0000000000 Asset Management 000000 00
Compass Wealth Advisors 25-Jul-2017 Buyout/LBO Asset Management
You’re viewing 5 of 34 investments and acquisitions. Get the full list »

Goldman Sachs Personal Financial Management Subsidiaries (4)

Company Name Industry Location Founded
FlexScore Application Software San Francisco, CA 2012
000000000 00000000 Other Financial Services Atlanta, GA 0000
000000 0000000 (00 Consulting Services (B2B) Palm Desert, CA 0000
000000000 00000000 Consulting Services (B2B) Houston, TX 0000
To view Goldman Sachs Personal Financial Management’s complete subsidiaries history, request access »

Goldman Sachs Personal Financial Management Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000000 00000 0000 24-Mar-2011 000000000000000000 Completed
  • 0000000 00000 0000
To view Goldman Sachs Personal Financial Management’s complete exits history, request access »