United Capital’s Digital Platform Surges Past $3 Billion

Not all digital wealth platforms are slow growers.

While standalone roboadvisors have struggled to raise assets, FinLife Partners, the digital wealth management operating system from Newport Beach, Calif.-based United Capital Financial Partners, attracted $3 billion in assets in less than a year – without spending a cent on marketing.

“After our press releases in April and May, we didn’t really do any marketing or publicity,” says CEO Joe Duran. “We knew that there were a lot of advisors who were thinking about joining United Capital, but didn’t want to sell their practice.

from FA News http://www.fa-mag.com/news/united-capital-s-digital-platform-surges-past–3-billion-32010.html


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