United Capital

I worked with United Capital for three years as they rapidly grew to 220+ advisors serving over 21k clients across 97 offices managing $23.4b in assets.

Founder Joe Duran’s commitment to building the UC brand through thoughtful differentiation and aggressive investment in marketing to consumers and advisors is evident in the diversity and depth of work Mindtap undertook in partnership with their team of seasoned financial services marketers.

My work with UC focused almost entirely on the HubSpot platform, ranging from simple landing page templates to campaigns that integrated HubSpot with Salesforce, GoToMeeting and Zapier. The business relationship ended in early 2019 as they replaced HubSpot with Salesforce Marketing Cloud.

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