United Capital

Financial Services 📍 Newport Beach, United States 👥 11-50 employees 💰 $38.0M raised 📅 Founded 2005

United Capital is one of the fastest growing and highly innovative wealth counseling firms in the country. With offices nationwide, we bring together some of the most talented and capable financial minds to assist with our clients’ financial lives. We are a partnership of exceptional advisers, unified to accomplish one

🌐 Website in LinkedIn ← All Companies

📊 Company Overview

Sector

Financial Services

Country

United States

Employees

11-50

Total Raised · Venture

$38.0M

Founded

2005

Cloud

Unknown

CDN

Cloudflare

Email

Microsoft 365

☁️ Cloud Infrastructure

🔒 Subscribers only Cloud Provider

Behind Cloudflare — likely Azure or AWS (undetectable)

Workspace	Microsoft 365
CDN	Cloudflare

Detected via DNS records and HTTP response headers as of 2026-06-13.

💰 Estimated Cloud Spend

$162K – $405K / year across cloud providers

🛠 Tech Stack & Marketing

Ad Platforms	🔒 Subscribers only
Analytics & CRM	🔒 Subscribers only
CMS / Platform	🔒 Subscribers only
Frontend Stack	🔒 Subscribers only

Detected from United Capital's public homepage as of 2026-06-13.

🔍 Compare with Similar Companies

Same sector (Financial Services), similar size

Global Payments, Inc.

11-50 ☁️ Unknown

Franklin Resources, Inc.

1-10 ☁️ Unknown

Sam Investment Corp

1-10 ☁️ Unknown

Data detected 2026-06-13 · Methodology · Suggest a correction