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FinLife Partners Steps Out of United Capital’s Shadow, Surpassing $25B Milestone

Three years after its creation, FinLife Partners, a division of United Capital Financial Advisers LLC (“United Capital”), the country’s first and largest financial life management firm, has grown over $25 billion in assets among partner RIAs*. The white-label wealth management platform’s access to assets have eclipsed United Capital’s approximate $23.4 billion in managed assets. This milestone comes only six months after FinLife Partners reached $10 billion in access to assets, its growth trajectory showing United Capital’s entrepreneurial agility as a fintech provider as well as the financial life management leader.

“From the outset, organic growth and strategic acquisitions have driven the success of United Capital. And now FinLife CX has proven to be a third pillar of growth for us as we diversify as a fintech company,” said Joe Duran, founder and CEO of United Capital.

The 2018 release of FinLife CX catalyzed a surge of adoption and interest from RIAs, said Clive Cholerton, head of FinLife Partnership Development. “FinLife CX’s compatibility with all CRMs was a game-changer for us. Firms can integrate our tools into their business without having to change a crucial component of their tech stack. More RIAs of all sizes are discovering how easy it is to use our technology to serve their clients.”

FinLife Partners continues to invest in talent to lead the platform through the momentum it has earned as a solution for an underserved RIA industry demanding its financial life management tools. FinLife Partners recently hired Steven Reder, former COO of Lenox Wealth Management and one of FinLife Partners earliest clients, to build out a dedicated team focused on the growth and success of partner firms using the FinLife platform. “I’m excited for the opportunity to use my experience from Lenox to create a team of advocates for all of our FinLife Partners. Their success is our success,” Reder said.

A total of 46 independent RIAs have partnered to use FinLife CX, gaining access to United Capital’s groundbreaking financial life management technology and robust investment management resources to offer a modern and indispensable client experience while retaining their brand autonomy. Nine new RIAs have become FinLife Partners in 2019 to date, including Vestia Advisors in Fort Wayne, Indiana, adding $3.04 billion in assets under contract*.

“Vestia is honored to partner with FinLife as the new powerhouse engine driving our client experience to a whole new level. We dreamed about a solution like this for nearly a decade and realized there was no possible way we could build a comparable platform on our own,” said Tommy Martin, Partner & CEO of Vestia. “FinLife is the only solution we’ve seen that takes the rigorous academic insights learned from behavioral economics and applies them to help real world clients live more intentionally every single day. Through the world class training and platform our team receives from FinLife, we now have a far more repeatable solution to enhance our mission of helping clients achieve wealth without regret.”

“It is incredible to see FinLife Partners come so far after just three years,” said Chief Platform Officer Mike Capelle. “Its success speaks to the vision of our leadership, who foresaw the demand in the RIA space for a solution to help firms charge on the value of advice and adapt to the rapidly-changing expectations of their clients. We led the way in developing a robust mobile app for FinLife CX incorporating video and SMS messaging and systematic, monthly planning updates. We’re investing millions of dollars per year in FinLife technology and integrations. We’re excited for continued growth and what the future holds for FinLife CX.”

To learn more about how FinLife Partners can help your firm’s clients live richly, click here. To attend the next live FinLife CX demo click here.

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, ranked #2 in the Barron’s 2018 list of Top 40 Independent Financial Advisors. United Capital is a registered investment adviser (RIA) offering clients 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 $23.4 billion in assets under management and 95 offices nationwide. For more information, please visit www.unitedcp.com.

*FinLife Partners assets under contract (AUC) is defined as the amount of assets advisers who use the FinLife platform have under contract with their own clients to which United Capital’s investment management services have been made available. Thus, the AUC includes assets of prospective adviser clients where United Capital has signed contracts with the adviser but for which it has not yet provided investment management services to the adviser’s clients.

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