United Capital Financial Advisers
620 Newport Center Drive Suite 500,
Newport Beach, 92660, CA,
United States
Newport Beach, 92660, CA,
United States
1 949-999-8500
Banking and Financial Services
United Capital Financial Advisers Technographics
United Capital Financial Advisers Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by United Capital Financial Advisers and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 United Capital Financial Advisers employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that United Capital Financial Advisers has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2010, Google Workspace (Formerly Google G-Suite) for Collaboration in 2011, Salesforce Marketing Cloud for Marketing Automation in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems United Capital Financial Advisers is running and its propensity to invest more and deepen its relationship with Microsoft , American Express , Google or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing United Capital Financial Advisers revenues, which have grown to $8.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for United Capital Financial Advisers intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
United Capital Financial Advisers Tech Stack and Enterprise Applications
United Capital Financial Advisers ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP | n/a | 2010 | 2010 |
In 2010, United Capital Financial Advisers implemented Microsoft Dynamics GP to support core accounting and monthly closing procedures. The implementation positioned Microsoft Dynamics GP within the ERP Financial category to centralize transaction processing and period close workflows for the finance organization.
The deployment emphasized general ledger controls and period end closing capabilities, with configuration focused on journal entry automation, posting sequences, reconciliation support and ledger analytics necessary for monthly closing procedures and analysis. Microsoft Dynamics GP was paired with FRx for structured financial statement generation and variance analysis, enabling standardized reporting templates and drillable period comparisons.
FRx was integrated with Microsoft Dynamics GP to produce month end reporting packages used by accounting and financial planning teams, delivering consolidated views of GL activity and supporting routine close tasks. Operational coverage targeted the finance and accounting departments at United Capital Financial Advisers, embedding the application into monthly close calendars and reporting cadences.
Governance centered on formalized month end checklists, reconciliations and signoffs that were tied to Dynamics GP ledgers and FRx output, with role based access and segregation of duties controls applied to finance user groups. The narrative reflects a classic ERP Financial deployment where Microsoft Dynamics GP and FRx together support recurring close processes and financial analysis workflows.
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Expense Management | ERP |
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2014 | 2014 |
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United Capital Financial Advisers Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2011 | 2011 |
In 2011 United Capital Financial Advisers deployed Google Workspace (Formerly Google G-Suite) as its Collaboration platform. Public references on the company website indicate active use of Google Workspace components for corporate communication and document workflows.
The implementation of Google Workspace (Formerly Google G-Suite) centers on standard collaboration modules including Gmail for domain email, Calendar for scheduling, Google Drive and shared drives for document storage, Docs and Sheets for real-time document coauthoring, and Meet for virtual meetings. Configuration patterns are consistent with domain-managed deployment and centralized administration, using the Google Workspace admin console to define user roles, group-based sharing, and access controls.
Operationally the Collaboration deployment is positioned to support advisory, client service, operations, and corporate functions across the firm. Governance is implemented through centralized admin policies for account provisioning, group membership, and data sharing, combined with administrative controls for security and compliance native to Google Workspace. This architecture establishes Google Workspace as the primary Collaboration layer for internal communication, document collaboration, calendaring, and virtual meetings.
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United Capital Financial Advisers CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Marketing Cloud | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, United Capital Financial Advisers implemented Salesforce Marketing Cloud to support digital marketing and client communications. The deployment is focused on the company website and serves as the Marketing Automation platform for marketing and digital engagement functions within the firm.
Salesforce Marketing Cloud was configured to enable core marketing automation workflows, including audience segmentation, multichannel campaign orchestration, triggered email and web messaging, and personalized content delivery. The implementation uses web tracking and on-site personalization to capture behavioral signals and inform journey orchestration across email and site experiences.
Operational ownership is centered in marketing and digital teams, with campaign approval workflows and data governance controls established to meet financial services compliance expectations. The configuration includes content and contact management, subscription controls, and analytics instrumentation to support ongoing campaign reporting tied to website-driven customer interactions.
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Marketing Automation | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2013 | 2013 |
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United Capital Financial Advisers PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2021 | 2021 |
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United Capital Financial Advisers IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2003 | 2003 |
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Cloud Storage | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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United Capital Financial Advisers CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at United Capital Financial Advisers
| First Name | Last Name | Title | Function | Department | Phone | |
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CFO | CXO | Finance | |
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Chief Business Development Officer, Head of Acquisitions | Director | Finance | |
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National Director Of Business Development | Director | Finance | |
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Chief Operating Officer | CXO | Finance | |
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Director of Operations | Director | Finance | |
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Senior Vice President, People & Organization | VP | HR | |
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Director Of Operations | Director | Finance | |
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Director, Human Resources | Director | HR | |
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Vice President, People & Organization | VP | HR | |
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Director, Compensation | Director | HR | |
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Apps Being Evaluated by United Capital Financial Advisers Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from United Capital Financial Advisers IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the United Capital Financial Advisers digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD United Capital Financial Advisers Technographics
United Capital Financial Advisers is a Banking and Financial Services organization based in United States,
with around 500 employees and annual revenues of $8.0 million.
United Capital Financial Advisers operates a diverse technology stack with applications such as
Microsoft Dynamics GP, Google Workspace (Formerly Google G-Suite) and Salesforce Marketing Cloud,
covering areas like ERP Financial, Collaboration and Marketing Automation.
United Capital Financial Advisers has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Google and Salesforce.
United Capital Financial Advisers recently adopted applications including
Okta Identity Cloud in 2022, Salesforce Heroku in 2021 and Salesforce Marketing Cloud in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of United Capital Financial Advisers’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates United Capital Financial Advisers’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete United Capital Financial Advisers technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.