Total Funding
74
73
Total FundingVenture - Series Unknown raised
Growth Score
-16 pts
Heat Score
9 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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3761
United Capital is a wealth counseling company assisting clients achieve empowerment over their financial aspirations.
Acquired by 
Goldman Sachs
- Graeme Carling: Founder & CEO
Caryn Westman: Founder ,Senior Vice President ,Corporate Secretary & Assistant Corporate SecretaryPast Role: United Capital, Founder ,SVP ,Corporate Secretary ,Chief Compliance Officer & Asst Corp Sec
Goldman Sachs
About the Company
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.
Women Founded
