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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)

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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.

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United Capital Investors (3)