Matt Brinker

Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldin Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).

Zoe is the modern wealth planning platform that allows you to work with the top 5% of advisors in the country. We make wealth creation tailored and convenient through innovative technology and exceptional client service. Our Client: Seeks service, stewardship, and solutions once only accessible to the ultrawealthy. We are your financial steward, here to support you every step of the way. Through our carefully curated ecosystem, we vet advisors who can offer you personal, conscientious guidance to grow your wealth. Our Advisor Network: Includes only the most qualified aligned-interest advisors in the country. Zoe’s Seal of Approval is granted to advisors who successfully pass our rigorous Vetting Process. Our network of Wealth Planners are independent in their belief that there can be a better way to work with people, navigate their financial lives, and grow their wealth. Zoe is backed by $16.3M from SoftBank as well as Top Operators at JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash. Our Team’s Core Values 1. Put the client first The first question we ask ourselves is “How does this help the client?” 2. Act like an owner We're fully accountable for our actions and the first to own up to our mistakes. 3. Build like a teammate We value collaborative efforts and give credit to others. 4. Have a growth mindset We worry less about looking smart and put more energy into learning through hard work and feedback. 5. Show grit We are resilient and adaptable. We’re passionate about achieving your goals. 6. Be optimistic To achieve the unachievable, we’re confident about the future. 7. Act with urgency We don’t leave for tomorrow what can be done today 8. Drive impact We accomplish amazing amounts of meaningful work consistently and make our colleagues better.

Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldin Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).

Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management. Through capital alignment, Merchant is a non-controlling and collaborative growth partner to firms that seek to scale their businesses effectively and create value for their clients by combining personalized and localized service with institutional backing and global access. By establishing and optimizing business infrastructure, providing access to organic and inorganic growth opportunities, designing and accessing bespoke investment solutions and providing collaborative capital solutions to address a variety of business needs, Merchant unlocks greater value and entrepreneurial opportunity.

Zoe is the modern wealth planning platform that allows you to work with the top 5% of advisors in the country. We make wealth creation tailored and convenient through innovative technology and exceptional client service. Our Client: Seeks service, stewardship, and solutions once only accessible to the ultrawealthy. We are your financial steward, here to support you every step of the way. Through our carefully curated ecosystem, we vet advisors who can offer you personal, conscientious guidance to grow your wealth. Our Advisor Network: Includes only the most qualified aligned-interest advisors in the country. Zoe’s Seal of Approval is granted to advisors who successfully pass our rigorous Vetting Process. Our network of Wealth Planners are independent in their belief that there can be a better way to work with people, navigate their financial lives, and grow their wealth. Zoe is backed by $16.3M from SoftBank as well as Top Operators at JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash. Our Team’s Core Values 1. Put the client first The first question we ask ourselves is “How does this help the client?” 2. Act like an owner We're fully accountable for our actions and the first to own up to our mistakes. 3. Build like a teammate We value collaborative efforts and give credit to others. 4. Have a growth mindset We worry less about looking smart and put more energy into learning through hard work and feedback. 5. Show grit We are resilient and adaptable. We’re passionate about achieving your goals. 6. Be optimistic To achieve the unachievable, we’re confident about the future. 7. Act with urgency We don’t leave for tomorrow what can be done today 8. Drive impact We accomplish amazing amounts of meaningful work consistently and make our colleagues better.

United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using their money to live the life they want today, while planning for tomorrow.