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
*********
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Website
*********
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Social
*********
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Annual Revenue
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Net Profit
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EBITDA
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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
Employee Count
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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.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Series B — $38.0M
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First Round
First Round
(21 Oct 2013)
- Investors Count 3
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct, 2013 | Amount | Series B - United CP | Valuation | Sageview Capital |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Private equity investments are pursued in Europe and the US.
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Founded Year | Domain | Location | |
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Venture capital investments and support for entrepreneurs in technology and innovation sectors.
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Founded Year | Domain | Location | |
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Financial services are provided through investments and advisory support.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
|
2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Provider of investment management services
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2023 | ||||
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Financial health is scored and advised through an online tool.
|
2012 | ||||
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Wealth management services are provided to individual and institutional clients.
|
2010 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
|
2017 | ||||
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Bionic investment advisor platform
|
2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - United CP
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
United Cp Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Mutual life insurance company
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| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
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| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
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| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
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| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
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| domain | founded_year | HQ Location |
Financial and risk advisory solutions are provided globally.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on United Cp
Frequently Asked Questions about United CP
When was United CP founded?
United CP was founded in 2005 and raised its 1st funding round 8 years after it was founded.
Where is United CP located?
United CP is headquartered in Newport Beach, United States. It is registered at Newport Beach, California, United States.
Is United CP a funded company?
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 21, 2013.
What does United CP do?
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.
Who are the top competitors of United CP?
United CP's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
How many acquisitions has United CP made?
United CP has made 8 acquisitions, including Asset One, Compass Wealth Advisors, and FlexScore.
Who are United CP's investors?
United CP has 4 investors. Key investors include Goldman Sachs, Bessemer Venture Partners, Sageview Capital, and Grail Partners.