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Overview
United Capital is one of the fastest growing and highly innovative wealth counseling firms in the country. With offices nationwide, we bring together some of the most talented and capable financial minds to assist with our clients’ financial lives. We are a partnership of exceptional advisers, unified to accomplish one objective, to help our clients achieve genuine empowerment over their financial aspirations.
Established by an experienced group of investment and financial planning professionals, our management team has held executive positions in multi-billion dollar investment firms. Today, United Capital and its affiliates provide advice on over $16 billion under administration of client assets at 42 offices around the country.
About
Financial Services, Consulting, Wealth Management, Advice
2005
501-1000
Headquarters locations
Newport Beach, California, United States, North America
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Profile Resume
United Capital headquartered in United States, North America, operates in the Financial Services, Consulting, Wealth Management, Advice sector. The company focuses on Financial Services and has secured $608.0M in funding across 16 round(s). With a team of 501-1000 employees, United Capital is actively contributing to advancements in Financial Services. Their latest funding round, Venture Round - United Capital, raised $38.0M. Discover more about their projects, partnerships, and impact on our platform.
Employees
Funding Rounds
1
3
0
$38.0M
Details
0
United Capital has raised a total of $38.0M in funding over 0 rounds.
Announcement date | Transaction name | Number of Investors | Money raised | Lead Investor |
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Investors
United Capital is funded by 6 investors.
Investor Name | Lead Investor | Funding Round | Partners |
---|---|---|---|
Charles Birnbaum | - | FUNDING ROUND - Charles Birnbaum | 38.0M |
Bessemer Venture Partners | - | FUNDING ROUND - Bessemer Venture Partners | 38.0M |
United Capital | - | FUNDING ROUND - United Capital | 38.0M |
Grail Partners | - | FUNDING ROUND - Grail Partners | 38.0M |
Recent Activity
News
Sep 05, 2024
Business Day - CardinalStone, Stanbic, United Capital deals surpass others in 8 months
News
Aug 22, 2024
Naira Metrics - United Capital is up 31% since July, holds tight to third best-performing stock this year
News
Aug 21, 2024
Business Day - United Capital launches new subsidiary
News
Aug 15, 2024
The Guardian Nigeria - United Capital increases operations with corporate bond in Sierra Leone
News
Aug 06, 2024
Business Day - CardinalStone, Stanbic, United Capital, others trade N1.72trn stocks in 7 months
News
Jul 29, 2024
Business Day - Nestle, United Capital, others push NGX-ASI lower by 0.31%