Insights

Independent Access Leverage United Brokerage Services independent status to access a wide range of competitive insurance and investment products, enabling tailored solutions for clients seeking diversification beyond captive platforms.

Wealth Planning Target prospects focused on retirement and estate planning since the firm emphasizes assessing financial pictures, developing strategic plans, implementing with execution support, and ongoing monitoring.

Advisor Support Opportunity to partner with financial professionals by offering case design, product training, and sales support, positioning as a value-add across advisor networks seeking differentiated product access.

Tech Enablement Highlight the tech stack and digital capabilities (Office 365, web presence, client planning tools) as a selling point to firms seeking scalable, modern platforms for client engagements and plan tracking.

Revenue Scale Recognize revenue range of 25 to 50 million and mid-market client focus to identify mid-to-large advisory practices or RIAs seeking expanded product access and independent support to accelerate growth.

Similar companies to United Brokerage Services

United Brokerage Services Tech Stack

United Brokerage Services uses 8 technology products and services including gstatic.com, Babel, Google Fonts API, and more. Explore United Brokerage Services's tech stack below.

gstatic.com
Content Delivery Network
Babel
Development
Google Fonts API
Font Scripts
Mustache
Javascript Frameworks
Office 365
Office Suites
MediaElement.js
Video Players
GoDaddy
Web Hosting
Apache HTTP Server
Web Servers

United Brokerage Services's Email Address Formats

United Brokerage Services uses at least 3 format(s):

United Brokerage Services Email Formats	Example	Percentage
First@ubc.us	John@ubc.us	75%
Last@ubc.us	Doe@ubc.us	15%
FLast@ubc.us	JDoe@ubc.us	10%
FLast@united-brokerage.com	JDoe@united-brokerage.com	100%
First@unitedbrokerageservices.com	John@unitedbrokerageservices.com	50%
First.Last@unitedbrokerageservices.com	John.Doe@unitedbrokerageservices.com	33%
F-Last@unitedbrokerageservices.com	J-Doe@unitedbrokerageservices.com	17%

Frequently Asked Questions

What is United Brokerage Services's phone number?

You can contact United Brokerage Services's main corporate office by phone at

+1-763-512-****

. 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 Brokerage Services's official website and social media links?

United Brokerage Services's official website is unitedbrokerageservices.com and has social profiles on LinkedIn.

How much revenue does United Brokerage Services generate?

As of August 2026, United Brokerage Services's annual revenue is estimated to be $25M - $50M.

What is United Brokerage Services's NAICS code?

United Brokerage Services's NAICS code is 52 - Finance and Insurance.

How many employees does United Brokerage Services have currently?

As of August 2026, United Brokerage Services has approximately 23 employees across 4 continents, including North AmericaAfricaAsia. Key team members include Chief Executive Officer: A. W.Vice President Of Investment: D. M.Président: H. S.. Explore United Brokerage Services's employee directory with LeadIQ.

What industry does United Brokerage Services belong to?

United Brokerage Services operates in the Financial Services industry.

What technology does United Brokerage Services use?

United Brokerage Services's tech stack includes gstatic.comBabelGoogle Fonts APIMustacheOffice 365MediaElement.jsGoDaddyApache HTTP Server.

What is United Brokerage Services's email format?

United Brokerage Services's email format typically follows the pattern of First@ubc.us. Find more United Brokerage Services email formats with LeadIQ.

When was United Brokerage Services founded?

United Brokerage Services was founded in 1990.

United Brokerage Services

Q: How many employees does United Brokerage Services have currently?

United Brokerage Services has approximately 23 employees.

Q: What technology does United Brokerage Services use?

United Brokerage Services's tech stack includes Quantcast, gstatic.com, Weebly, reCAPTCHA, X-UA-Compatible.

Q: What is United Brokerage Services's NAICS code?

United Brokerage Services's NAICS code is 52 (Finance and Insurance).

Financial ServicesMinnesota, United States11-50 Employees

United Brokerage Services is a mid-sized financial services firm based in Minneapolis, Minnesota, that supports both clients and financial professionals in sales and service. The company designs customized case work, provides product training, and sources investment products from insurance companies to facilitate favorable contracts for clients and advisors.

It focuses on retirement and estate planning, helping clients define financial goals and implement a plan through a three-phase process: assess and plan, execute, and ongoing monitoring. The firm relies on its independent status to access a broad range of market products, and advisory services are offered through Lincoln Investment or Capital Analysts Registered Investment Advisers, with securities provided by Lincoln Investment; the related entities are independent and non-affiliated.