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United Capital

1 Disclosed Funding Rounds $38,000,000

0 Participating Investments


Financial Services, Wealth Management, Consulting, Advice

United Capital is a wealth counseling company assisting clients achieve empowerment over their financial aspirations.

Newport Beach, California, United States, North America (US)

Organizations in Newport Beach in Financial Services,
Organizations in Newport Beach in Wealth Management,
Organizations in Newport Beach in Consulting,
Organizations in Newport Beach in Advice,
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Organizations in California in Wealth Management,
Organizations in California in Consulting,
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Organizations in North America in Wealth Management,
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Investors in California in Wealth Management,
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Investors in North America in Wealth Management,
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Greater Los Angeles Area (0 Investors) (0 Startups), West Coast (0 Investors) (0 Startups), Western US (0 Investors) (0 Startups)

Founded date 01, 2005

Founders Mike Capelle, Joe Duran

Operating Status Active

Funding Stage M&A

Last Funding Type Venture - Series Unknown

Company Type For Profit


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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.

Date Round Raised Lead
October, 21, 2013 Venture - Series Unknown $38,000,000 Sageview Capital

United Capital Investors (3)

Investor Lead? Round Participating Raise Date Partners
Grail Partners No Venture - Series Unknown $38,000,000 October, 21, 2013 -------
Bessemer Venture Partners No Venture - Series Unknown $38,000,000 October, 21, 2013 -------
Sageview Capital Yes Venture - Series Unknown $38,000,000 October, 21, 2013 -------