By partnering with United Capital through an acquisition or by joining one of our 92* offices across the country, we strive to deliver all three.
A United Capital partnership comes with full access to the entire FinLife CX process and system.
We invest millions of dollars in financial advisory systems and tools, so you can offer a repeatable, customized experience that engages your clients and helps them understand what really matters to them.Learn More
We provide the infrastructure and financial advisor coaching training to scale and grow, along with a team to support the investment and risk requirements of your clients and business.Learn More
We take care of the accounting, compliance, payroll, marketing, HR, and technology so you can focus on what your clients really care about.Learn More
The decision to sell your financial advisory firm and identify the best strategic partner for your clients and employees is among the most critical decisions a firm owner can make. Understanding your choices and what differentiates one option from the next involves clarifying what’s most important to your firm.
Head of Acquisitions, Chief Business Development Officer
* Data as of 1/31/2019