Tech Company Financing Transactions
United Capital Financial Partners Funding Round
United Capital Financial Partners closed a $38 million funding round on 12/31/2013. Backers included Bessemer Venture Partners, Sageview Capital and private investors.
Transaction Overview
Company Name
Announced On
12/31/2013
Transaction Type
Venture Equity
Amount
$38,000,000
Round
Undisclosed
Proceeds Purpose
Proceeds purposes were not disclosed.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
620 Newport Center Dr. 500
Newport Beach, CA 92660
USA
Newport Beach, CA 92660
USA
Phone
Website
Email Address
Not Recorded
Overview
United Capital Financial Advisers, LLC (United Capital) is one of the fastest-growing and most innovative financial planning firms, with offices throughout the country.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Joseph Duran
Chief Financial Officer
Jon Frojen
Chief Marketing Officer
Edward Kummer
Chief Operating Officer
Jorge Bernal
VP - Bus. Development
Matthew Brinker
VP - Bus. Development
Gary Roth
VP - General Counsel
Kris Beck
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Where The Data Comes From
We do our best to report on all VC transactions involving tech companies. VC investment data records reported here are sourced from news reports and company announcements. The data comes to us via our partnership with VentureDeal.com, an affiliated venture.
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