United Capital Financial Advisers Growth, Revenue, Number of Employees and Funding

Overview

Location:
Total Funding:N/A
Industry:Finance
Founded:2005
Lead Investor(s):N/A
Press

Estimated Revenue & Financials

  • United Capital Financial Advisers's estimated revenue is currently $118.7M per year.
  • United Capital Financial Advisers's estimated revenue per employee is $194190

Employee Data

  • United Capital Financial Advisers has 611 Employees.
  • United Capital Financial Advisers grew their employee count by 8% last year.
  • United Capital Financial Advisers currently has N/A job openings.

What Is United Capital Financial Advisers?

Founded in 2005 by Joe Duran, United Capital is the largest Financial Life Management Company and a Registered Investment Adviser (RIA) with 85+ offices nationwide, 650+ employees and over $21B in assets under management as of December 31, 2017. The company offers a breakthrough dynamic client experience, and proprietary digital tools that goes beyond conventional financial planning and investment management. A financial adviser should help you answer the most important questions: Am I OK and Can I live the life I want That philosophy inspired us to create United Capital and it's what continues to drive us today. Our Financial Life Management approach goes beyond traditional financial planning and investment management by incorporating your ideal life to give you complete clarity, confidence and control in your financial life. Were here to improve people's lives by bringing truth, understanding and discipline to the financial choices they make every day. We've created simple, yet powerful tools and processes to uncover the why behind your money. From there, we tailor advice, a financial plan and an investment strategy to help you meet your life goals not just your financial goals. DISCLOSURES: http://www.unitedcp.com/site-disclosures/

keywords:N/A

611

Number of Employees

$118.7M

Revenue (est)

N/A

Current Jobs

8%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

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United Capital Financial Advisers Acquisitions

DateCompany NameAmountNotesReference
2011-03-25Vantage Point Advisors IncArticle
2011-11-03Peak Capital Investment Services LLCArticle
2015-01-08Article
2016-02-22FlexScoreArticle