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United Capital Financial Partners reported raising $151 Million in an initial SEC Form D filing, from an offering of $151 Million

PRIVATENov 21, 2025

Amount Raised

$151 Million

$151 Million sold, per SEC Form D (first sale Nov 10, 2025)

Round Type

Venture

IrvingInvesting

Quick answer

United Capital Financial Partners raised $151 Million in a funding round, dated November 10, 2025. United Capital Financial Partners is based in Irving, Texas, United States.

How much did United Capital Financial Partners raise?
United Capital Financial Partners raised $151 Million in a funding round on November 10, 2025.
Where is United Capital Financial Partners based and how big is it?
United Capital Financial Partners is based in Irving, Texas, United States.

Source: Fundz verified event record.

Who else raised in Investing around the same time

Companies in the same sectors as United Capital Financial Partners that raised within 45 days of this round, from Fundz verified event records.

  • Roy raised $5.2M on December 22, 2025.
  • RL Investment Group raised $15M on December 18, 2025.
  • RL Investment Group raised $21M on December 17, 2025.
  • RL Investment Group raised $6M on December 16, 2025.
  • Kore-1 raised $500K (Seed) on December 12, 2025.
  • Creative Planning Employee Investment raised $12M on December 11, 2025.

Who to call at United Capital Financial Partners, and when

A new round usually means United Capital Financial Partners is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day United Capital Financial Partners raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at United Capital Financial Partners, from your own LinkedIn network

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Company Information

Company

United Capital Financial Partners

Location

125 E. JOHN CARPENTER FRWY

Irving, Texas, United States

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United Capital Financial Partners raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.