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United Capital

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  1. United Capital acquires digital planning tool FlexScore

    Advisory firm United Capital has acquired FlexScore, an online platform that produces a single number to represent a consumer's financial health.

  2. United Capital adds two firms, $370 million in AUM

    United Capital Financial Advisers has acquired two firms, Bedrock Capital Management in Los Altos, Calif., and Harvest Group Financial Services Corp. in Pennsylvania.

  3. United Capital picks up StanCorp group with $574 million

    After acquiring several investment advisers over the past decade, Stancorp decided to sell its private client group.

  4. United Capital pivots away from mutual funds to proprietary asset management program

    Firm sees new way to cut the middleman, product fees for clients while capturing top investment ideas.

  5. United Capital acquires $500M firm

    Texas-based Ellis & Ellis formerly was affiliated with Ameriprise Financial.

  6. United Capital Continues Expansion in Southeast

    To continue its expansion in Atlanta, United Capital announced Monday it bought the majority of the assets of Atlanta-based PPA Advisors.

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