United Capital

United Capital

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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

Industries

Financial Services, Consulting, Wealth Management, Advice

Founded

2005

Employees

501-1000

Headquarters locations

Newport Beach, California, United States, North America

Social

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

imagePlace Rob Brown

Rob Brown

Senior Vice President & Chief Investment Officer

imagePlace Caryn Westman

Caryn Westman

Founder ,Senior Vice President ,Corporate Secretary & Assistant Corporate Secretary

imagePlace Rick Backora

Rick Backora

Vice President, Risk Management

imagePlace Casey Bates

Casey Bates

Vice President

imagePlace Mark Ciucci

Mark Ciucci

Senior Vice President of Advice

imagePlace Brandon Gage

Brandon Gage

Senior Vice President of Technology

Funding Rounds

Funding rounds

1

Investors

3

Lead Investors

0

Total Funding Amount

$38.0M

Details

0

United Capital has raised a total of $38.0M in funding over 0 rounds.

Announcement dateTransaction nameNumber of InvestorsMoney raisedLead Investor

Investors

United Capital is funded by 6 investors.

Investor NameLead InvestorFunding RoundPartners
Charles Birnbaum-FUNDING ROUND - Charles Birnbaum38.0M
Bessemer Venture Partners-FUNDING ROUND - Bessemer Venture Partners38.0M
United Capital-FUNDING ROUND - United Capital38.0M
Grail Partners-FUNDING ROUND - Grail Partners38.0M