The figures that United Capital's CEO casually rattles off underpin his confidence.

The RIA now has around $15 billion in assets under management, and approximately $150 million in revenue, says Joe Duran, pointing out that $25 million in revenue will be acquired just this year. The company is looking to expand in the Midwest and Southeast. His personal goal is a quarter of a billion in revenue in the next couple of years, with $30 billion in AUM. There are plans for a white label version of its financial life management platform, and the firm will be announcing an acquisition of a robo solution in the fourth quarter.

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