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
6.8/100 minimal ▬ flat Agent 0/100 human only Full breakdown ↓
scored 2026-07-28 · rubric v0.5
0 APIs
CompanyFintechWealth ManagementFinancial AdvisorsFinancial PlanningAcquired

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-07-28 · rubric v0.5
Composite quality — 6.8/100 · minimal
Contract Quality 0.0 / 25
Developer Ergonomics 0.0 / 20
Commercial Clarity 0.0 / 20
Operational Transparency 0.0 / 13
Governance 0.0 / 12
Discoverability 6.8 / 10
Agent readiness — 0/100 · human only
Machine-Readable Contract 0 / 18
Agentic Access Contract 0 / 15
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
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 →

Security Posture 1

Authentication, domain security, vulnerability disclosure, and trust-center signals.

United Capital Domain Security

TLSv1.3 · DMARC

SECURITY

Resources

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)

apis.yml Raw ↑ 
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: '0.20'
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