We are the only national Financial Life Management company built for advisors with their clients in mind. We partner with forward-thinking financial advisory firms and advisors that are planning-centric and obsessed with helping their clients live the life they want.
With more than $23.4 billion in managed assets and 92 offices across the country**, we offer the client experience and process discipline to help you build your business.
No matter how you choose to work with us, partnering with United Capital comes with full access to the entire FinLife® CX process and system:
Engage your clients to stay informed and on track with their entire financial life.
Scale your business with a digital workflow and repeatable process.
Improve your staff engagement and stay competitive.
Build and manage portfolios customized to your clients.