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United Capital

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  1. United Capital adds RBC vet, seeks organic growth

    New efforts pave the way for the firm to enter more major cities and double revenue, says founder Joe Duran.

  2. Artprice: the Art Market Disruptor; IPO of its Subsidiary artmarket.com

    Artprice: the Art Market Disruptor; IPO of its Subsidiary artmarket.com

  3. StoneCastle Cash Management, LLC Reports Record Asset Levels

    StoneCastle Cash Management, LLC Reports Record Asset Levels

  4. 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.

  5. United Capital Acquires Virginia Wealth Manager

    The acquisition comes just nine days after United Capital acquired an Atlanta wealth manager and is the latest example of the firm's aggressive, Starbucks-inspired expansion strategy.

  6. United Capital Announces c5 Wealth Management Acquisition

    United Capital's acquisition of Virginia-based c5 follows on the heels of its July 1 announcement that it has acquired Georgia-based PPA Advisors.

  7. United Capital's Duran: Decisions, Demand and Danger Ahead

    "What we ... know is that there are a lot of advisors who think their entire value is wrapped around they're delivering advice to clients and telling them how it's going to work out,," Joe Duran, the CEO of United Capital said. "But the reality is that we don't believe that's the future."

  8. United Capital ‘Rolls Up’ Paragon Investment Management

    The news follows a series of similar such announcements recently involving larger RIAs buying their smaller counterparts.

  9. For United Capital , a Big Acquisition and Bigger Plans

    This year, Duran said the company plans to aggressively expand its business model, and its brand -- aiming to look more like Starbucks and less like rivals HighTower and Dynasty Financial.

  10. M&A Roundup: United Capital Acquires Atlanta-Based PPA Advisors

    In other M&A news, Envestnet completed its acquisition of Prudential WMS, and Madison Dearborn Partners completed its NFP deal.

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