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Insights

Strong Industry Recognition United Asset Strategies has been recognized as a Forbes 2025 Top RIA firm, indicating a reputable market position and potential openness to innovative financial solutions and technology enhancements.

Diverse Investment Portfolio The company's recent investments across various sectors, including energy, technology, and healthcare, highlight a strategic approach to diversification, creating opportunities for tailored asset management tools and advanced analytics services.

Solid Revenue Base With an annual revenue ranging from 50 to 100 million dollars and a sizable client-focused team, there is an opportunity to offer scalable financial technology solutions that enhance client engagement and operational efficiency.

Growth through Asset Expansion Ongoing asset acquisitions in multiple industries suggest a growth-oriented mindset, making the company a potential partner for advanced portfolio management software or strategic financial planning tools.

Technology Adoption Focus Utilizing web technologies like jQuery, PHP, and Nginx, United Asset Strategies demonstrates a modern digital infrastructure, which could benefit from cutting-edge cybersecurity, client portal solutions, or data management platforms.

United Asset Coverage Tech Stack

United Asset Coverage uses 8 technology products and services including jsDelivr, jQuery, jQuery UI, and more. Explore United Asset Coverage's tech stack below.

  • jsDelivr
    Content Delivery Network
  • jQuery
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • PHP
    Programming Languages
  • reCAPTCHA
    Security
  • HSTS
    Security
  • Nginx
    Web Servers
  • AddToAny
    Widgets

Media & News

United Asset Coverage's Email Address Formats

United Asset Coverage uses at least 2 format(s):
United Asset Coverage Email FormatsExamplePercentage
FirstL@unitedassetstrategies.comJohnD@unitedassetstrategies.com
59%
First.Last@unitedassetstrategies.comJohn.Doe@unitedassetstrategies.com
35%
FirstLast@unitedassetstrategies.comJohnDoe@unitedassetstrategies.com
6%
FirstL@unitedasset.comJohnD@unitedasset.com
64%
FLast@unitedasset.comJDoe@unitedasset.com
36%

Frequently Asked Questions

Where is United Asset Coverage's headquarters located?

Minus sign iconPlus sign iconUnited Asset Coverage's main headquarters is located at 377 Oak Street, Suite 403. The company has employees across 2 continents, including North AmericaAfrica.

What is United Asset Coverage's phone number?

Minus sign iconPlus sign icon You can contact United Asset Coverage's main corporate office by phone at
+1-516-222-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is United Asset Coverage's official website and social media links?

Minus sign iconPlus sign iconUnited Asset Coverage's official website is unitedasset.com and has social profiles on LinkedIn.

What is United Asset Coverage's SIC code NAICS code?

Minus sign iconPlus sign iconUnited Asset Coverage's SIC code is 6399 - Insurance Carriers, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does United Asset Coverage have currently?

Minus sign iconPlus sign iconAs of December 2025, United Asset Coverage has approximately 51 employees across 2 continents, including North AmericaAfrica. Key team members include Chief Executive Officer: M. D.Chief Operating Officer: B. M.Chief Operating Officer: M. S.. Explore United Asset Coverage's employee directory with LeadIQ.

What industry does United Asset Coverage belong to?

Minus sign iconPlus sign iconUnited Asset Coverage operates in the Investment Management industry.

What technology does United Asset Coverage use?

Minus sign iconPlus sign iconUnited Asset Coverage's tech stack includes jsDelivrjQueryjQuery UIPHPreCAPTCHAHSTSNginxAddToAny.

What is United Asset Coverage's email format?

Minus sign iconPlus sign iconUnited Asset Coverage's email format typically follows the pattern of FirstL@unitedassetstrategies.com. Find more United Asset Coverage email formats with LeadIQ.

When was United Asset Coverage founded?

Minus sign iconPlus sign iconUnited Asset Coverage was founded in 1992.

United Asset Coverage

Investment ManagementNew York, United States51-200 Employees

At United Asset Strategies, our mission is to be a steward to our clients and to each other, ever mindful of our clients' unique financial goals and risk tolerances. We develop, implement and monitor sophisticated money management strategies, retirement, and estate planning in order to allow our clients to focus on what matters most to them and their families. United Asset Strategies believes that the single most important investment principle is diversification. We are committed to exceptional customer service and prudent, disciplined daily money management.

Section iconCompany Overview

Headquarters
377 Oak Street, Suite 403
Phone number
+1-516-222-****
Website
unitedasset.com
SIC Code
6399 - Insurance Carriers, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
1992
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    United Asset Coverage's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    United Asset Coverage's revenue is estimated to be in the range of $50M$100M

Company Leadership

  • Stylized image of a person
    M. D.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. M.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. M.
    Vice President Financial Planning
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    M. S.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. M.
    Vice President Financial Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. A.
    Vp Of Financial Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. C.
    Vice President, Data Integration
    Phone icon
    Mobile Phone

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