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United Capital

is a California-based financial institution that provides services such as wealth management and retirement planning for individuals and businesses... Read more
OverviewCompetitorsAcquisitionsFundingNews & Insights

United Capital

is a California-based financial institution that provides services such as wealth management and retirement planning for individuals and businesses... Read more
United Capital CEO: undefined undefined

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CEO Approval Rating

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2005

Private

Banking, Financial Services and Insurance
Asset & Investment Management

Est. Annual Revenue
$100-500M
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Est. Employees
500-1.0K
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Funding
$170.5M
Acquisitions
18

News

Acquisition
Dec 23, 2025
PR Newswire
United Capital acquired Groebl Brothers for undisclosed amount
Funding
Nov 09, 2025
SEC
United Capital received $150.7M in Equity Funding

United Capital Competitors

1Fidelity Investments
2VFS
3SPIAS
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