United Capital

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.

🌐 Visit website 📡 Source on GitHub

5.0/100 minimal ▬ flat Agent 0/100 human only Full breakdown ↓
scored 2026-08-21 · rubric v0.12.0

0 APIs

Company Fintech Wealth Management Financial Advisors Financial Planning Acquired

Kin Score

Kin Score How this is scored →
scored 2026-08-21 · rubric v0.12.0

Composite quality — 5.0/100 · minimal

Contract Quality 0.0 / 25

Developer Ergonomics 0.0 / 20

Access Clarity 0.0 / 20

Operational Transparency 0.0 / 13

Contract Governance 0.0 / 12

Discoverability 5.0 / 10

Agent readiness — 0/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

MCP Server 0 / 12

Machine-Readable Auth 0 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 0 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/united-capital: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

Access & Security 1

Authentication, authorization, and security posture

DomainSecurity

DomainSecurity

Operate 1

Status, limits, changes, and where to get help

PressRelease

PressRelease

Other 1

Properties that don't map to a standard resource type

PortfolioProfile

PortfolioProfile

Source (apis.yml)

aid: united-capital
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-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

Work with this as data

Every provider here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for providers

9 MCP tools reach this

find_providersBrowse and filter every provider in the catalog.
get_provider_artifactsEvery artifact this provider publishes, grouped by type.
get_provider_operationsEvery operation across all of their OpenAPIs — one call instead of parsing every spec.
get_provider_toolsEvery MCP tool they ship, with the operation each wraps.
get_provider_evidenceHow each part of their score was established. Free — the basis for a claim should not sit behind it.
get_provider_ratingPRO — composite, band, trend and facet scores.
apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
resolveTurn a domain, URL or GitHub org into the provider it belongs to.
find_cohortsEvery scored population of providers in the catalog.

All 92 tools

Call it yourself

curl for this page

This provider

curl "https://apis.io/api/v1/providers/united-capital"

All providers

curl "https://apis.io/api/v1/providers?limit=25"

Every operation they expose

curl "https://apis.io/api/v1/providers/united-capital/operations?limit=25"

How their score was established

curl "https://apis.io/api/v1/providers/united-capital/evidence"

Discovery needs no key. Ratings and market analysis are Pro.

Get an API key

Free tier, no email required.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have.