Integra Wealth

Finance · Tennessee, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

101 W 21st St, Chattanooga, Tennessee, 3...

Phone Number

(423) 664-0344

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
2
1
1
1

About Integra Wealth

Integra Wealth is a fee-only financial planning firm located in Cary, NC and Chattanooga, TN, specializing in comprehensive, conflict-free financial planning for professionals and families. As fiduciary advisors, they focus on helping clients retire confidently, minimize taxes, and grow wealth without commissions. Their services cater to busy professionals, business owners, and pre-retirees/retirees, providing tailored financial strategies that align with their clients' values and goals. The firm emphasizes building lasting relationships through a structured planning process that includes ongoing support and implementation.Explore more
Integra Wealth's Social MediaPopular SearchesIntegra Wealth LLCIntegra WealthA Hodges Certified Financial PlannerDavid HodgesIntegra Wealth Strategies IncSIC Code 62,628NAICS Code 52,523Show more

Integra Wealth Org Chart

PhoneEmail
NF
United States flag for contact location.

Chief Operating Officer & Lead Financial Plan...

PhoneEmail
AF
United States flag for contact location.

Chief Information Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
RS
United States flag for contact location.

Manager, General & Operations

PhoneEmail
JP
United States flag for contact location.

Manager, Supply

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Integra Wealth your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Integra Wealth

Compare insights from companies similar to Integra Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integra Wealth

<$5M
1-10
Private
-
2006
NF
Nicholas FaulknerChief Operating Officer & Lead Financial Planner
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Integra Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Integra Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Integra Wealth.

Integra Wealth Tech Stack

A closer look at the technologies used by Integra Wealth

Top Finance Companies

Frequently Asked Questions Regarding Integra Wealth

What is Integra Wealth's official website?
Integra Wealth's official website is www.integrawealth.com
What is Integra Wealth's Revenue?
Integra Wealth's revenue is <$5 Million
What is Integra Wealth's SIC code?
Integra Wealth's SIC: 62,628
What is Integra Wealth's NAICS code?
Integra Wealth's NAICS: 52,523
How many employees does Integra Wealth have?
Integra Wealth has 1-10 employees
What industry does Integra Wealth belong to?
Integra Wealth is in the industry of: Finance, Securities Trading
What is Integra Wealth competition?
Integra Wealth top competitors include: Focus Financial Network, Roeser Wealth Management, Cape Cod Wealth Strategies & Insurance Services, Copper Canyon Wealth Management
What technology does Integra Wealth use?
Some of the popular technologies that Integra Wealth uses are: Drupal, reCAPTCHA, Google Universal Analytics, Embedly
How do I contact Integra Wealth?
Integra Wealth contact info: Phone number: (423) 664-0344 Website: www.integrawealth.com
What does Integra Wealth do?

Integra Wealth is a fee-only financial planning firm located in Cary, NC and Chattanooga, TN, specializing in comprehensive, conflict-free financial planning for professionals and families. As fiduciary advisors, they focus on helping clients retire confidently, minimize taxes, and grow wealth without commissions. Their services cater to busy profe... ssionals, business owners, and pre-retirees/retirees, providing tailored financial strategies that align with their clients' values and goals. The firm emphasizes building lasting relationships through a structured planning process that includes ongoing support and implementation.Read More

What are Integra Wealth social media links?
Integra Wealth Linkedin page Integra Wealth Twitter page Integra Wealth Facebook page
Is Integra Wealth a public company?
Integra Wealth is private company therefore does not currently have an official ticker symbol
See more information about Integra Wealth

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.