United Capital Financial Advisors, LLC | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Contact Information
Industry & Market
Company Metrics
Funding Information
Headcount Distribution
By Department
Department Breakdown
Technology Stack
Email & Communication
Keywords & Focus Areas
United Capital Financial Advisors, LLC
Overview
United Capital Financial Advisors, LLC is an independent registered investment advisor based in Irving, Texas, founded in 2005. The firm specializes in comprehensive wealth management services, including personalized financial planning and investment management, catering to individuals, families, businesses, associations, and ultra-high-net-worth clients across the nation. With approximately $20 billion in assets under management and a team of around 300 professionals, United Capital operates as a fiduciary, prioritizing the best interests of its clients.
The firm offers a range of services designed to meet diverse financial needs. These include personal financial management, investment management with access to various investment vehicles, estate planning, income tax planning, and retirement planning. United Capital employs a diversified investment strategy, utilizing both internal and external products, and adjusts its approach based on economic conditions and client requirements. The firm also provides technology and consulting services for independent advisors, enhancing its offerings in the wealth management space.
Basic Information
| Industry | financial services |
|---|---|
| Founded | 2005 |
| Revenue | 75M |
| Headquarters | 125 E John W Carpenter Fwy, Suite 1200, Irving, Texas 75062, United States |
| Languages | English |
Contact Details
- Phone: +1 972-822-2055
- Website: unitedcapitalwealth.com
- LinkedIn: linkedin.com/company/united-capital-financial-advisors
Key Focus Areas & Initiatives
- Comprehensive wealth management
- Financial planning
- Investment management
- Estate planning & trusts
- Strategic tax planning
- Retirement planning
- Personal financial management
- Bespoke financial planning
- Portfolio oversight
- Wealth management technology
- Multi-generational wealth planning
- Client customization
- Personalized investment strategies
- Wealth preservation
- Financial technology
- Financial planning tools
- Risk assessment
- Goal-based planning
- Client-centered
- Family wealth management
- Wealth advisory
- Financial consulting
- Client communication
- Asset allocation
- Portfolio management
- Personal CFO
- Strategic acquisitions
- Wealth transfer
- Client relationships
- Comprehensive wealth services
- Financial goal setting
- Wealth transfer strategies
- Investment advisory
- Client engagement
- Financial planning software
- Wealth preservation for high-net-worth
- Client diversification
- Fiduciary advice
- High-net-worth clients
- Investment oversight
- Tax planning
- Wealth succession planning
- Financial goals
- Family office services
- Asset management
- Wealth growth
- Legacy planning
- Wealth management solutions
- Investment strategies
- Ultra-high-net-worth advisory
- Philanthropic planning
- Asset growth
- Personalized financial planning
- Client risk assessment
- Wealth management for families
- Client retention
- High-net-worth estate planning
- Tax-efficient wealth transfer
- Alternative investments
- Financial advisory
- Client service excellence
- Financial data management
- Wealth protection
- Tax minimization
- Legacy and estate planning
- Estate planning
- Ultra-high-net-worth
- Client portfolio
- Customized wealth strategies
- Private client services
- Wealth planning tools
- Bespoke estate strategies
- Wealth management infrastructure
- Risk management
- Financial infrastructure
- Financial strategies
- Consulting
- Financial strategy
- Personalized implementation
- Financial advisors
- Portfolio construction
- Financial decisions
- Values-based investing
- Customized portfolio
- Retirement income strategies
- Financial coaching
- Financial priorities
- Money mindset
- Investment preferences
- Personal financial management
- Retirement benefits
- Financial resources
- Financial life management
- Ongoing oversight
- Curated investing solutions
- Dynamic financial plans
- Financial advisors near me
- Elite advisors
- Financial product selection
- Long-term planning
- Financial health assessment
- Goal-oriented financial planning
- Financial transparency
- Life stage planning
- Investment diversification
- Comprehensive financial overview
- Risk tolerance assessment
- Personal finance tools
- Strategic financial partnerships
- Investment research
Technologies Used
- CloudFlare Hosting
- Cloudflare DNS
- Envestnet
- Fidelity HSA
- Microsoft Office 365
- Microsoft OneDrive for Business
- Outlook
- Pardot
- Salesforce
- Schwab Compliance Technologies
- The Trade Desk
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