As United Capital’s FinLife Partners Experiences Tremendous Growth, the Firm Adds Key Executives and Welcomes Additional Funding to Support Its State-of-the-Art Tools & Technology

NEWPORT BEACH, Calif.--()--United Capital Financial Advisers, LLC (“United Capital”), the first and largest financial life management firm, is pleased to announce progress on a number of company initiatives, including the substantial growth and success of FinLife Partners, key executive hires, and the introduction of Australia-based AMP Limited as a new strategic partner which has made an investment in a minority stake.

These noteworthy developments exemplify the strength of the overall firm and set the stage for continued growth and expansion as United Capital offers its revolutionary technology and tools to empower advisers to improve the financial lives of their clients across the country.

FinLife Partners sees tremendous growth

The adoption of FinLife Partners, the nation’s first fully integrated financial life management operating system that allows independent advisers access to United Capital’s proprietary Financial Life Management platform, is off to an incredibly fast start. FinLife Partners was launched in April of last year and has easily surpassed its projected contract targets. The tremendous response has already delivered $6.9 billion in assets under contract1 and the firm expects several billion more by the end of the year.

The impressive growth of FinLife Partners, in addition to the expansion of the firm’s core financial life management business which has grown $2.4 billion this year to $19.8 billion in total AUM, has required United Capital to invest further in our people, adding three key executives who will drive the success and adoption of the platform and the firm’s marketing efforts.

Building out the talent bench

As the robust pipeline of FinLife Partners users continues to grow, United Capital welcomes Phillip D. Rogerson, CFA, as Chief Business Officer of FinLife Partners. In his new role, Rogerson will be responsible for the continued development and execution of the FinLife Partners business plan. Rogerson joins from Russell Investments, where he served in various positions since 1988 and most recently as Managing Director of Consulting and Product. This experience provides him with a deep understanding of the financial services marketplace in addition to technology’s growing role in this environment.

Additionally, Edward Kummer has joined as Chief Marketing Officer of United Capital. Kummer joins from Luxottica, the world’s largest eyewear company, where he served as Chief Marketing and Digital Officer for the Oakley brand. As a longtime executive at Disney and Victoria’s Secret, Edward is an experienced leader running digital businesses of all sizes from startups to enterprises which enjoy more than $1 billion in annual revenue. His ability to offer a fresh, non-financial services industry marketing and brand perspective through the lens of technology, design and digital strategy will enable United Capital to continue to differentiate itself.

Min Zhang, CFA, has joined as Vice President of Digital Product Management. She is responsible for enhancing United Capital’s software products and innovating new solutions that will add value to clients and advisors. With prior experience bringing a product concept to life, Zhang’s range of experience in the financial services space will serve her well as she executes a successful IT strategy and enhances both client-facing and advisor-facing solutions. Prior to creating and leading Totum Wealth, Zhang served as Director, Investment Risk at Pacific Life Fund Advisors and Vice President, Product Management at PIMCO.

“The people at United Capital are our strongest competitive advantage,” said Joe Duran, founder and CEO of United Capital. “Together, we are relentlessly executing on our vision to offer the best overall experience for our clients by helping them live better financial lives. I’m confident Min, Edward and Phillip will be instrumental in leading us in the future, and I’m excited to see how FinLife Partners continues to disrupt our industry.”

Technology attracts funding

In addition to these hires, United Capital recently agreed to a strategic partnership with AMP Limited, a financial services company based in Australia and New Zealand. As part of the agreement, AMP Limited has invested in United Capital and will hold a small equity stake. While discussions between the two firms began thanks to AMP’s interest in licensing FinLife Partners, the talks evolved into a discussion around a more strategic intellectual property sharing partnership.

“United Capital’s mission to help clients live fulfilling lives aligns with AMP’s own vision,” says Duran. “Focusing on and anticipating future consumer demands are the only way to stay relevant in this industry, and AMP is helping to support our endeavor to ramp up our technology and marketing efforts. With their help, FinLife Partners will continue to mature and better suit the needs of advisors and the investors they serve, wherever they may be.”

About United Capital Financial Partners

United Capital Financial Partners, Inc., the parent company of United Capital Financial Advisers, LLC (“United Capital”) and its consulting affiliate, is an independent financial life management firm. United Capital is a Registered Investment Adviser (RIA) offering client objective advice and an open architecture platform that enables a wide array of investment management solutions tailored specifically to client needs. Today, United Capital has approximately $19.8 billion in assets under management and 87 offices nationwide. For more information, please visit

1FinLife Partners assets under contract represent the assets under management of the advisers that have signed up for FinLife Partners platform services, which they have placed under consideration for FinLife Partners’ services.


Gregory FCA for United Capital
Jimmy Moock, 610-348-7849

Release Summary

As United Capital’s FinLife Partners experiences tremendous growth, the firm adds key executives and welcomes additional funding


Gregory FCA for United Capital
Jimmy Moock, 610-348-7849