United Capital.

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Mindtap 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.

Our work with UC ranged from WordPress and HubSpot UX design, and development, as well as campaign design and implementation integrating WordPress, HubSpot, Salesforce, GoToMeeting, Zapier, and more.

In early 2019 United Capital was acquired by Goldman Sachs and rebranded as Goldman Sachs Personal Financial Management.

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