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An Operating System Built for You and Your Clients.

Maintain your firm’s independence and grow by capitalizing on today’s digital trends with FinLife®. This pioneering wealth management operating system, from industry leader United Capital, is fully integrated to deliver your clients advice that evolves as their lives change.

Digital Client Experience

Digital Client Experience

Scalable process and dynamic tools that optimize client discovery and engagement

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Digital Office

Digital Office

Run your business with proven efficiency

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Coaching For Growth

Coaching For Growth

Increase revenue and employee engagement

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Investment Management

Investment Management

Make every portfolio personal

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  • Lenox

    Hear from Lenox - a FinLife® firm

    Lenox is using FinLife® Partners to help families understand where they are trying to go and what success looks like for them.
  • Barber Financial Group

    Hear from Barber Financial Group - a FinLife® firm

    Barber Financial Group is using FinLife® Partners to help clients gain confidence and control over their financial lives.
  • Joe Duran

    Hear from Joe Duran

    As the role of human advice is challenged, we need to understand that it’s not a choice between technology or human, instead it must be technology and human advice.

Industry Awards

  • Financial Advisor

    Top RIA (Also won 2014, 2015, 2016)

  • Financial Times

    Top 300 Registered Investment Advisers (Also won 2014, 2015, 2016)

  • Inc. 5000

    (Also won 2014, 2015, 2016)

  • InVest Conference

    Disrupt|Demo Award for FinLife® Partners

  • Barron’s

    Top 20 Independent Firms

  • Wealth Management Industry Awards

    Industry Disruptors

  • Ernst & Young

    Entrepreneur of the Year

  • Schwab Impact


Define the future of your firm with FinLife.

Or call us directly at Phone Icon (855) 296-1759

FinLife Partners is a dba of United Capital Financial Advisers, LLC.

All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, Honest Conversations®, Money Mind®, FinLife®, FlexScore®, Financial Control Scorecard®, FCS®, One Best Financial Life®, United Capital Private Wealth Counseling®, Ideal Life Index™, and FinLife Partners Powered by United Capital™, United Capital Financial Life Management™, Financial Years of Freedom™) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.