Company Profile

No.1

United Capital

Operates a financial life management firm, offering clients objective advice and guidance via an open architecture platform that enables a wide array of investment management services tailored specifically to client needs.

Industry
Financial Services
Location
Newport Beach, California
Leadership
Joe Duran
Year Founded
2005
Company Size
501-1,000 employees
Inc. 5000 Rankings
No. 4665 (2018), No. 3647 (2017), No. 3098 (2016), No. 3128 (2015), No. 2421 (2014), No. 2646 (2013)
Data as of Publication on Aug. 11, 2020