Integrated Financial Partners
Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over one hundred and fifty advisors, one hundred and twenty-seven CPAs and forty-five regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people's lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel. We believe in advisors. Let us prove it to you. Securities offered through LPL Financial.
About Integrated Financial Partners
Founded
1996Estimated Revenue
$50M-$100MEmployees
251-1KFunding / Mkt. Cap
$125MCategory
Industry
Financial ServicesLocation
City
WalthamState
MassachusettsCountry
United StatesTech Stack (64)
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