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United Capital

Profile

United Capital is the largest Financial Life Management Company and a Registered Investment Adviser (RIA) with 90+ offices nationwide, 650+ employees and over $24B in assets under management. The company offers a breakthrough client experience that goes beyond conventional financial planning and investment management. Financial Life Management has been designed to help clients articulate the life they want, ensure they have the resources to live it and prepare for the surprises along the way. Based on a decade of research and application, United Capital’s proprietary digital tools create dynamic, individualized plans and portfolios – to prioritize the choices people need to live better today and prepare for a better tomorrow.