Funded Tech Companies
United Capital Financial Partners
United Capital Financial Partners is a fintech company, based in Newport Beach. Financial backing was provided by Sageview Capital, Bessemer Venture Partners and private investors.
Company Overview
Company Name
United Capital Financial Partners
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
620 Newport Center Dr. 500
Newport Beach, CA 92660
USA
Newport Beach, CA 92660
USA
Phone
Website
Email Address
Not Recorded
Company Background Information
Overview
United Capital Financial Advisers, LLC (United Capital) is one of the fastest-growing and most innovative financial planning firms, with offices throughout the country.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
12/31/2013
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Chief Executive Officer
Joseph Duran
Chief Financial Officer
Jon Frojen
Chief Marketing Officer
Edward Kummer
Chief Operating Officer
Jorge Bernal
VP - Bus. Development
Matthew Brinker
VP - Bus. Development
Gary Roth
VP - General Counsel
Kris Beck
Company Investors
- Sageview Capital
- Bessemer Venture Partners
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