United Planners Financial Services Of America A Limited Partner

United Planners Financial Services Of America A Limited Partner

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Investor info
Type
Venture Capital
Stage focus
  • Seed Round
Description
United Planners Financial Services of America is a financial services firm operating as a limited partnership that provides comprehensive financial planning, investment advisory, and brokerage services to individuals and businesses across the United States. The firm supports a network of independent financial advisors who offer clients personalized financial planning and wealth management guidance across investment, retirement, and financial security planning. United Planners operates as a broker-dealer and investment advisory platform supporting independent financial professionals and their clients.
Previous investments
  • Company
    Amount
    Round
  • Example example company Inc
    1000000
    Investor meetings
  • Company & Company
    11000000
    Series C funding
  • Example
    524000
    Seed round A
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Connected people
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  • Example Example
    Example Exampleexample[email protected]
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    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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