United Capital Financial Partners, Inc

goldmanpfm.com

financial services

goldmanpfm.com

Newport Beach, California, United States

201-500 employees

116000000 revenue

LinkedIn Profile

About United Capital Financial Partners, Inc

comprehensive wealth management, financial planning, investment management, estate planning & trusts, strategic tax planning, retirement planning, financial services, finance, personal finance, bespoke financial planning, portfolio oversight, wealth management technology, multi-generational wealth planning, client customization, personalized investment strategies, wealth preservation, financial technology, financial planning tools, risk assessment, goal-based planning

United Capital Financial Partners, Inc's Tech Stack

Decision Makers at United Capital Financial Partners, Inc

2 contacts

Melroy Saldanha

Chief Technology Officer

m***@unitedcapitalwealth.com Sign up to view

Chad Ponder

Head of IT Infrastructure Support

c***@unitedcapitalwealth.com Sign up to view

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6 technologies detected · 2 decision makers · Emails available

Sales Outreach Angle

CRMs like Salesforce signal an active sales operation. Companies using Salesforce are strong targets for sales training, RevOps tools, data enrichment, and Salesforce integrations.

United Capital Financial Partners, Inc's Position in the StackWho Database

• United Capital Financial Partners, Inc is 1 of 21,667 financial services companies tracked in StackWho.
• 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
• 53,147 companies in California are in the StackWho database.
• 1,120 financial services companies are in the 201-500 employee range (same size as United Capital Financial Partners, Inc).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated July 2026.

Frequently Asked Questions

What technology does United Capital Financial Partners, Inc use?

United Capital Financial Partners, Inc uses Salesforce, Cloudflare DNS, Outlook, Pardot, Microsoft Office 365, CloudFlare Hosting. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at United Capital Financial Partners, Inc?

StackWho has verified email addresses for 2 decision makers at United Capital Financial Partners, Inc. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach United Capital Financial Partners, Inc directly for sales, recruiting, or partnerships.

What industry is United Capital Financial Partners, Inc in?

United Capital Financial Partners, Inc operates in the financial services industry, headquartered in Newport Beach, California, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export United Capital Financial Partners, Inc's contact data?

Yes. StackWho Pro members can export decision maker contact data for United Capital Financial Partners, Inc and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.