United Capital Financial Partners Overview

  • Founded
  • 2005
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 600
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 6
  • Investments
  • 34

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
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
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United Capital Financial Partners Valuation & Funding

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

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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
600 As of 2021
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00000 0000000000
Wayne, PA
00 As of 0000
000000&0

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00000 0000000000
Jersey City, NJ
0000 As of 0000
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United Capital Financial Partners Competitors (12)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Radnor Financial Advisors Corporate Backed or Acquired Wayne, PA 00 000000&0
00000000 Corporate Backed or Acquired Jersey City, NJ 0000 000000&0
00000 000000 00000 Corporation Boston, MA 0000
00000 00000000 Private Equity-Backed Baltimore, MD 000 000.00 000000000 00 000.00
0000 000000000 000 Private Equity-Backed San Diego, CA 00 0000000 0000
You’re viewing 5 of 12 competitors. Get the full list »

United Capital Financial Partners Patents

United Capital Financial Partners 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 Abandoned 30-Nov-2012 00000000000
US-20130157243-A1 Systems and methods for obtaining prioritized user input Abandoned 15-Dec-2011 00000000

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

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United Capital Financial Partners Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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United Capital Financial Partners Investments & Acquisitions (34)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 0000 02-Apr-2019 0000000000 Asset Management 0000000 0
000000000 000 02-Apr-2019 0000000000 Asset Management 0000000 0
00000 000000 21-Dec-2017 0000000000 Asset Management 0000000 0
00000 000 (00 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 »

United Capital Financial Partners Subsidiaries (7)

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 7 subsidiaries. Get the full list »