About United CP
United CP is a company based in Newport Beach (United States) founded in 2005 was acquired by Goldman Sachs in May 2019. 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. United CP operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter Newport Beach, United States
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Sectors
Financial Services
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Phone
Locked
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Website
Locked
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Social
Locked
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$38 M (USD)
in 1 rounds
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Latest Funding Round
$38 M (USD), Series B
Oct 21, 2013
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Investors
Goldman Sachs
& 3 more
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Employee Count
Not available
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Investments & Acquisitions
Asset One
& 7 more
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Acquired by
Goldman Sachs
(May 16, 2019)
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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.
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 |
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Private equity investments are pursued in Europe and the US.
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Venture capital investments and support for entrepreneurs in technology and innovation sectors.
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Financial services are provided through investments and advisory support.
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Investor details for United CP
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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.
Investment portfolio details for United CP
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Provider of investment management services
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Locked | Locked | 2023 | Locked | |
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Financial health is scored and advised through an online tool.
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Locked | Locked | 2012 | Locked | |
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Wealth management services are provided to individual and institutional clients.
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Locked | Locked | 2010 | Locked |
Complete acquisition details for United CP
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Verified entity values are shown only after access is granted.
Financial Statements - United CP
Detailed financials for United CP
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- Profit trends
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United Cp Comparisons
Peer comparison for United CP
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Competitors of United CP
United CP operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Mutual life insurance company
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Personal and business insurance products are provided nationwide.
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Fractional home equity is sold online for interest-free loans.
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Financial services are offered by Thrivent as a not-for-profit entity.
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Milliman is engaged in actuarial consulting and analytics solutions.
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Financial and risk advisory solutions are provided globally.
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Detailed competitors of United CP
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Latest news on United Cp
Complete news archive for United CP
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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.
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.