FinLife Partners Surpasses $20B Milestone

United Capital’s white-label platform doubles contracted assets since
October

NEWPORT BEACH, Calif.–(BUSINESS WIRE)–lt;a href=”https://twitter.com/hashtag/financiallifemanagement?src=hash” target=”_blank”gt;#financiallifemanagementlt;/agt;–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.

Contacts

Jimmy Moock
Phone: 610-228-2125
jimmy@gregoryfca.com
Gregory
FCA
for United
Capital

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