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After spending millions and getting cozy with Salesforce, United Capital is morphing, maybe big-time

Gail Graham is bringing the $15 billion 'roll-up' into the third-party white label business -- intending to license its system to RIAs

Author Lisa Shidler March 10, 2016 at 9:37 PM
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Gail Graham: We think of ourselves as the ultimate design and delivery firm.

Women of Wealth Management

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Mentioned in this article:

United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran

Aite Group
Consulting Firm
Top Executive: Frank Rizza



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