About United CP
United CP is a Financial Services company based in Newport Beach (United States) founded in 2005, and was acquired by Goldman Sachs in May 2019. Wealth counseling services are offered for investment and financial planning. United CP has raised $38 million across 1 funding round from investors including Goldman Sachs, Bessemer Venture Partners and Sageview Capital. United CP has completed 8 acquisitions, including Asset One, Compass Wealth Advisors and FlexScore. Its focus areas include Asset Management and Financial Advisors. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
United Capital was founded in 2005 and is headquartered in Newport Beach, United States. Operations are conducted through more than 70 offices across the US in the financial services sector. Advisory services for investment management and financial planning are provided to clients. As of February 2016, approximately 15.2 billion in assets were under advisement.
- Headquarters Newport Beach, United States
- Stage Acquired
- SectorsFinancial Services
- Website unitedcp.com
- Social LinkedIn Facebook
- Acquired by Goldman Sachs (May 2019)
- Total Equity Funding$38M (USD)
in 1 rounds
- Latest Funding Round$38M (USD), Series B
Oct 2013
- InvestorsGoldman Sachs
& 3 more
- Investments & AcquisitionsAsset One
& 7 more
- Acquired byGoldman Sachs
(May 2019)
Funding Insights of United CP
United CP has successfully raised a total of $38M through 1 strategic funding round. The most recent funding activity was a Series B round of $38 million completed in October 2013. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $38M
- Total Rounds 1
- Last Round Series B — $38M
- First Round $38M
(Oct 2013)
- Investors Count 3
All 1 funding rounds of United CP with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2013 | $38M | Series B | – | Sageview Capital |
4 investors in total: 4 institutional.
Investors in United CP
United CP has secured backing from 4 investors, including venture fund investors. Prominent investors backing the company include Goldman Sachs, Bessemer Venture Partners and Sageview Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments are pursued in Europe and the US. | sageviewcapital.com | Palo Alto, United States | ||
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | bvp.com | Redwood City, United States | |
Financial services are provided through investments and advisory support. | grailpartners.com | San Francisco, United States | ||
Investment banking services are delivered across multiple financial sectors. | 1869 | goldmansachs.com | New York, United States |
Investor details for United CP
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Investments & Acquisitions by United CP
United CP has strategically engaged in corporate development activities, having acquired 8 companies. Notable acquisitions include Asset One, Compass Wealth Advisors and FlexScore.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Investment and wealth management services are provided to clients. | peachtreeinvest.com | Atlanta, United States | 2006 | Apr 2019 | •••• | |
Investment management and advisory services are provided internationally. | irongateinternational.com | Rock Island, United States | 2001 | Apr 2019 | •••• | |
Provider of investment management services | compasswa.com | Elkhart, United States | 2023 | Jul 2017 | •••• | |
Wealth management services are provided to individual and institutional clients. | jensenwealth.com | 2010 | Jul 2017 | $145M | ||
Asset management and financial planning services are offered to clients. | assetonellc.com | Greenwood Village, United States | 1981 | Jul 2017 | $403M | |
Financial health is scored and advised through an online tool. | flexscore.com | San Francisco, United States | 2012 | Feb 2016 | •••• | |
Asset management, brokerage, and investment consulting services are provided. | harvestgroupfinancialservices.com | Langhorne, United States | 1993 | Jan 2016 | •••• | |
Provider of investment and advisory services | raynerhaynor.com | Mill Valley, United States | 1977 | Jan 2015 | •••• |
Complete acquisition details for United CP
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of United CP
11 dated milestones of United CP across 14 years, from founding to its latest funding, stage changes and deals.
- Founded United CP is founded.
- Funding First funding round of $38.0M.
- Acquisition Acquires Rayner & Haynor.
- Acquisition Acquires Harvest Group Financial Services.
- Acquisition Acquires FlexScore.
- Acquisition Acquires Asset One.
- Acquisition Acquires jensenwealth.com.
- Acquisition Acquires Compass Wealth Advisors.
- Acquisition Acquires Peachtree Investment Advisors.
- Acquisition Acquires Irongate International.
- Exit Acquired by Goldman Sachs.
Competitors of United CP
United CP has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of United CP
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of United CP
Websites that share an audience with United CP (unitedcp.com).
Websites whose visitors overlap most with United CP. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
riabiz.com | riabiz.com | 100% | #726,836 | – | |
| sigmafinancial.com | 90% | 680.7K | #10,646,639 | View details | |
chinese.firstrade.com | chinese.firstrade.com | 89% | – | ||
| eoption.com | 89% | 42.2K | #587,884 | View details | |
visionfinancialmarkets.com | visionfinancialmarkets.com | 89% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 14 similar websites and full traffic analytics for United CP
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 14 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as United CP (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about United Cp
Complete news archive for United CP
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about United CP
United CP was founded in 2005 and raised its 1st funding round 8 years after it was founded.
United CP is headquartered in Newport Beach, United States. It is registered at Newport Beach, California, United States.
United CP is a funded company, having raised a total of $38M across 1 funding round to date. The company's 1st funding round was a Series B of $38M, raised on Oct 2013.
United Capital was founded in 2005 and is headquartered in Newport Beach, United States. Operations are conducted through more than 70 offices across the US in the financial services sector. Advisory services for investment management and financial planning are provided to clients. As of February 2016, approximately 15.2 billion in assets were under advisement.
United CP's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
United CP has made 8 acquisitions, including Asset One, Compass Wealth Advisors, and FlexScore.
United CP has 4 investors. Key investors include Goldman Sachs, Bessemer Venture Partners, Sageview Capital, and Grail Partners.
Yes. United CP was acquired by Goldman Sachs in May 2019.