Goldman Sachs Personal Financial Management Overview

  • Year Founded
  • 2005

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 300

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • 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, United Capital Financial Partners Inc., United Capital Financial Partners, Inc
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • 4000 MacArthur Boulevard
  • Newport Beach, CA 92660
  • United States
Primary Industry
Other Financial Services
Other Industries
Asset Management
Acquirer
Creative Planning
Corporate 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
300 As of 2023

Greensboro, NC
 

Glen Allen, VA
 
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Goldman Sachs Personal Financial Management Competitors (44)

One of Goldman Sachs Personal Financial Management’s 44 competitors is Compass Financial Partners, a Corporate Backed or Acquired company based in Greensboro, NC.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Compass Financial Partners Corporate Backed or Acquired Greensboro, NC
Millennium Advisory Services Private Equity-Backed Glen Allen, VA
Liberty Wealth Advisors Formerly PE-Backed Stamford, CT
Dorn Financial Corporation San Diego, CA
Mercer Advisors Private Equity-Backed Denver, CO
You’re viewing 5 of 44 competitors. Get the full list »

Goldman Sachs Personal Financial Management Patents

  • 3

    Total Documents Applications and Grants

  • Total Patents Families

  • 1

    Granted

  • Pending

  • 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
US-20130157243-A1 Systems and methods for obtaining prioritized user input Inactive 15-Dec-2011
US-8533092-B1 Financial evaluation process Active 31-Mar-2011 G06Q40/02

Goldman Sachs Personal Financial Management Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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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)

Goldman Sachs Personal Financial Management’s most recent deal was a Buyout/LBO with Irongate International. The deal was made on 02-Apr-2019.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Irongate International 02-Apr-2019 Buyout/LBO Other Financial Services
Peachtree Investment Advisors 02-Apr-2019 Buyout/LBO Other Financial Services
Payne Wealth Partners 21-Dec-2017 Buyout/LBO Other Financial Services
Asset One 25-Jul-2017 Buyout/LBO Asset Management
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 Exits (1)

Goldman Sachs Personal Financial Management’s most recent exit was on 24-Mar-2011 from Vantage Point Advisors. The exit was categorized as .

Company Name Exit Date Exit Type Exit Size Status Buyers
Vantage Point Advisors 24-Mar-2011 Completed
To view Goldman Sachs Personal Financial Management’s complete exits history, request access »

Affiliates

Subsidiaries (4)

Name Industry Location Year Founded
FlexScore San Francisco, CA 2012
Peachtree Investment Advisors Atlanta, GA 2006
United Capital (Palm Desert) Palm Desert, CA 1989
Financial Synergies Advisory Houston, TX 1986

Goldman Sachs Personal Financial Management FAQs

  • When was Goldman Sachs Personal Financial Management founded?

    Goldman Sachs Personal Financial Management was founded in 2005.

  • Where is Goldman Sachs Personal Financial Management headquartered?

    Goldman Sachs Personal Financial Management is headquartered in Newport Beach, CA.

  • What is the size of Goldman Sachs Personal Financial Management?

    Goldman Sachs Personal Financial Management has 300 total employees.

  • What industry is Goldman Sachs Personal Financial Management in?

    Goldman Sachs Personal Financial Management’s primary industry is Other Financial Services.

  • Is Goldman Sachs Personal Financial Management a private or public company?

    Goldman Sachs Personal Financial Management is a Private company.

  • What is Goldman Sachs Personal Financial Management’s current revenue?

    The current revenue for Goldman Sachs Personal Financial Management is .

  • How much funding has Goldman Sachs Personal Financial Management raised over time?

    Goldman Sachs Personal Financial Management has raised $66M.

  • Who are Goldman Sachs Personal Financial Management’s investors?

    AMP Capital Investors, Bessemer Venture Partners, Grail Partners, Sageview Capital, and The Goldman Sachs Group have invested in Goldman Sachs Personal Financial Management.

  • Who are Goldman Sachs Personal Financial Management’s competitors?

    Compass Financial Partners, Millennium Advisory Services, Liberty Wealth Advisors, Dorn Financial, and Mercer Advisors are some of the 44 competitors of Goldman Sachs Personal Financial Management.

  • When was Goldman Sachs Personal Financial Management acquired?

    Goldman Sachs Personal Financial Management was acquired on 03-Nov-2023.

  • Who acquired Goldman Sachs Personal Financial Management?

    Goldman Sachs Personal Financial Management was acquired by Creative Planning.

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