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.
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.Learn More
Scale your business with a digital workflow and repeatable process.Learn More
Improve your staff engagement and stay competitive.Learn More
Build and manage portfolios customized to your clients.Learn More
With more than $23.4 billion in managed assets and 97 offices across the country**, we offer the client experience and process discipline to help you build your business.
Register for one of our upcoming financial advisor tool demos to see how FinLife CX can help you charge for your value as the indispensable human advisor.
Awards are not indicative of investment performance.
*United Capital won the 2018 Lenny Award for Best Partner Training Program, as well as gold for best micro-learning, Training Magazine 2017 eLearning Design Challenge.
**Data as of March 31, 2019