Founded in 2005 by Joe Duran, United Capital is the first and largest Financial Life Management firm, with more than 80 offices nationwide and more than $19 billion in assets under management.
Through the financial life management approach, United Capital has reimagined the client experience and the Advisor-Client relationship. Financial life management is a collaborative, personalized approach, focusing on aligning clients' finances with their personal aspirations. United Capital's proprietary operating system is a fully integrated system, allowing advisors to deliver advice to their clients that is dynamic. As their lives change and their personal/family goals change, so does their financial plan.
The FinLife® Partners Wealth Management Operating System was built with both the advisor and client in mind. It provides a fully digital client experience with dynamic tools built to optimize client discovery and engagement. It is a fully integrated system, allowing you to digitize your middle office, enter data once and run your business with proven efficiency. FinLife® also provides coaching and training, helping you to increase revenue and employee engagement. And it provides the tools needed to make every investment management portfolio personal and unique.
Firms that have completed the FinLife Partners onboarding experience, which includes robust training, coaching and systems conversion, all managed by United Capital, have introduced Financial Life Management to clients with immediate success.The first two firms that joined FinLife Partners added over $1 million in expected top-line revenue growth in four months by simply changing the way they currently charge their existing clients.
Jason Gordo, Head of National Advisor Partnerships
Joe Duran, Founder & CEO
RIA over $150 million who are financial planning focused.