FinLife Partners Surpasses $20B Milestone

United Capital Financial Advisers LLC (“United Capital”), the country’s first and largest financial life management™ firm, today celebrates a new growth milestone for FinLife Partners, a division of United Capital, which has more than doubled its assets under contract¹ in just four months, rising swiftly to $22.5 billion in assets among partner RIAs.

Since its debut in 2016, FinLife Partners, a white-label wealth management platform, has grown to offer United Capital’s unique financial life management technology to 38 partner RIAs. Recent partnerships include Intersect Capital, one of the fastest-growing RIAs in the U.S., managing nearly $900 million in assets.

“We chose the FinLife Partners platform because it is an innovative, trailblazing platform that can help the individuals and families we serve live their best lives,” said Joe McLean, managing partner at Intersect Capital and one of the premier financial advisors to sports and entertainment stars. “FinLife CX will empower clients to focus on what they can control, tracking their financial decisions instead of just tracking the financial markets.”

“We set out to build a comprehensive suite of tools for our partners to create a truly resonant client experience,” said Chief Platform Officer Mike Capelle. “We’re gratified to see the snowballing momentum of FinLife Partners and look forward to making it even better in 2019.”

The growth of FinLife Partners coincides with United Capital’s continuing investment into the platform’s features and the needs of its users. Last year’s release of FinLife CX introduced compatibility with several leading CRMs, making it even easier for third-party advisors to integrate United Capital’s tools into their business.

“FinLife Partners taps into a tremendous need in our industry for cutting-edge tools to help our clients live richly, and its success is a vindication of our vision and efforts,” said Joe Duran, founder and CEO of United Capital. “The day may come soon when FinLife Partners eclipses United Capital in size.”

About United Capital Financial Partners

United Capital Financial Partners, Inc., the parent company of United Capital Financial Advisers, LLC (“United Capital”) and its consulting affiliate, is an independent financial life management firm. United Capital is a Registered Investment Adviser (RIA) offering client objective advice and an open architecture platform that enables a wide array of investment management solutions tailored specifically to client needs. Today, United Capital has approximately $23 billion in assets under management and 89 offices nationwide. For more information, please visit www.unitedcp.com.

¹ FinLife Partners assets under contract represent the assets under management of the advisors that have signed up for FinLife Partners platform services, which they have placed under consideration for FinLife Partners’ services.

View source version on businesswire.com: https://www.businesswire.com/news/home/20190219005095/en/

Jimmy Moock
Phone: 610-228-2125
[email protected]
Gregory FCA for United Capital