United Capital
Offers a breakthrough dynamic client experience, and proprietary digital tools that goes beyond conventional financial planning and investment management.
| Date | Investors | Amount | Round |
|---|---|---|---|
$38.0m | Late VC | ||
| Total Funding | 000k | ||
| USD | 2017 |
|---|---|
| Revenues | 0000 |
| EBITDA | 0000 |
| Profit | 0000 |
| EV | 0000 |
| EV / revenue | 00.0x |
| EV / EBITDA | 00.0x |
| R&D budget | 0000 |
Source: Company filings or news article
Related Content
United Capital Financial Advisers, now part of Goldman Sachs Personal Financial Management, is a national wealth management firm dedicated to providing personalized financial planning and advisory services. The firm operates in the financial services market, catering primarily to individuals and families seeking comprehensive financial management solutions. United Capital's business model revolves around offering tailored financial advice, investment management, and retirement planning services. The company generates revenue through advisory fees, which are typically a percentage of the assets under management. By leveraging the extensive resources and expertise of Goldman Sachs, United Capital ensures that clients receive top-tier financial guidance and tools to achieve their financial goals.
Keywords: wealth management, financial planning, advisory services, investment management, retirement planning, personalized advice, client-first approach, financial goals, asset management, Goldman Sachs.
