United Capital (United Capital Financial Advisers / United Capital Financial Partners) was a US wealth counseling and financial life management firm founded in 2005, known for its FinLife CX white-label advisor technology platform. Bessemer Venture Partners partnered with the company in 2009. At acquisition it managed roughly $25 billion for 22,000 clients through 220+ advisors in over 90 offices. Goldman Sachs acquired United Capital in May 2019 for $750 million in cash, rebranding it Goldman Sachs Personal Financial Management, which Creative Planning acquired in 2023. The company no longer operates independently and publishes no public API or developer surface; its historic domain unitedcp.com now returns HTTP 404.
United Capital is profiled on the APIs.io network. Tagged areas include Company, Fintech, Wealth Management, Financial Advisors, and Financial Planning.
aid: united-capital
deliveryModel:
model: unknown
open_source: false
commercial: false
callable_host: false
label: Delivery model not determined — needs a product licence on record
confidence: low
source:
- none
generated: '2026-08-28'
method: derived
accessModel:
pricing: unknown
onboarding: unknown
trial: false
try_now: false
public: false
label: Unknown
confidence: low
source: []
generated: '2026-07-22'
method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/united-capital.png
name: United Capital
description: United Capital (United Capital Financial Advisers / United Capital Financial Partners) was a US wealth counseling
and financial life management firm founded in 2005, known for its FinLife CX white-label advisor technology platform. Bessemer
Venture Partners partnered with the company in 2009. At acquisition it managed roughly $25 billion for 22,000 clients through
220+ advisors in over 90 offices. Goldman Sachs acquired United Capital in May 2019 for $750 million in cash, rebranding
it Goldman Sachs Personal Financial Management, which Creative Planning acquired in 2023. The company no longer operates
independently and publishes no public API or developer surface; its historic domain unitedcp.com now returns HTTP 404.
url: https://raw.githubusercontent.com/api-evangelist/united-capital/refs/heads/main/apis.yml
x-api-posture: no-product-api
x-api-posture-basis: observed
x-api-posture-note: The company no longer operates independently and publishes no public API or developer surface; its historic
domain unitedcp.com now returns HTTP 404.
x-type: company
x-source: vc-portfolio
x-backed-by:
- bessemer-venture-partners
x-tier: stub
x-tier-reason: portfolio-lead
x-status: acquired
x-acquired-by: goldman-sachs
x-acquired-date: 2019-05
x-successor: creative-planning
specificationVersion: '0.23'
created: '2026-07-17'
modified: '2026-07-21'
tags:
- Company
- Fintech
- Wealth Management
- Financial Advisors
- Financial Planning
- Acquired
apis: []
common:
- name: Domain Security
type: DomainSecurity
url: security/united-capital-domain-security.yml
- name: Bessemer Venture Partners Portfolio Profile
type: PortfolioProfile
url: https://www.bvp.com/companies/united-capital
- name: Goldman Sachs Acquisition Announcement
type: PressRelease
url: https://www.goldmansachs.com/pressroom/press-releases/2019/announcement-16-may-2019
maintainers:
- FN: Kin Lane
email: kin@apievangelist.com
- FN: APIs.json
email: info@apis.io
x-enrichment:
date: '2026-07-21'
status: minimal
artifacts_added: 1
pass: local-v1
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