Where is United Capital Financial Advisers, LLC headquartered?

United Capital Financial Advisers, LLC is located in Newport Beach, CA.

Who invested in United Capital Financial Advisers, LLC?

United Capital Financial Advisers, LLC has 13 investors including Geekdom Fund And Geekdom Fund.

How much funding has United Capital Financial Advisers, LLC raised to date?

United Capital Financial Advisers, LLC has raised ____.

When was the last funding round for United Capital Financial Advisers, LLC?

United Capital Financial Advisers, LLC closed its lastf unding roundon Jul 19, 2017 from a Convertible Note round.

Company Information
Company Timeline (Coming Soon)

unitedcp.com

United Capital Financial Advisers, LLC

United Capital offers wealth management and advisory services to individuals and corporate organizations.

Business Model:

Revenue: $230M

Employees: 501-1,000

United Capital Financial Advisers, LLC was acquired by Goldman Sachs.
The acquisition happend on 2019-05-16.
Details of the transaction were not public

Acquirer

Goldman Sachs

General Information

Geographic Data

United Capital Financial Advisers, LLC headquarters map

Address: 620 Newport Center Drive

City: Newport Beach

State: CA

Zip: 92660

Country: US

Financial Info

Stage:

series unknown

Raised Last:

$38M

Raised Total:

$38M

Social

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United Capital Financial Advisers, LLC Linkedin

Crunchbase

Metrics

617,225Website Global Rank

69,853Website Monthly Traffic

Twitter Followers

Description

United Capital offers wealth management and advisory services to individuals and corporate organizations.

Contact Phone:
+19499998500

Contact Email:

Investments

Announced Date	Company	Transaction	Money Raised

Funding Rounds

Announced Date	Transaction	Number of Investors	Money Raised	Lead Investors
10/2013	Venture Round		$0	Grail Partners Bessemer Venture Partners Sageview Capital Sageview Capital Grail Partners Bessemer Venture Partners Sageview Capital Sageview Capital
10/2013	Venture Round	3	$38M	Grail Partners Bessemer Venture Partners Sageview Capital Sageview Capital Grail Partners Bessemer Venture Partners Sageview Capital Sageview Capital

Acquisitions

Announced Date	Name	Price
4/2019	Irongate International
4/2019	Peachtree Investment Advisors
7/2017	Jensen Wealth Advisors
7/2017	Asset One
7/2017	Compass Wealth Advisors
2/2016	FlexScore
1/2016	Bedrock Capital Partners

Employee Demographics

Employee Departments

Employee States

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