Integral Financial Solutions

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

44 Montgomery St Ste 3030, San Francisco...

Phone Number

(415) 291-9999

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Integral Financial Solutions

Integral Financial Solutions specializes in personalized tax preparation and bookkeeping services for individuals and small businesses. Their dedicated team provides tailored solutions to help clients achieve their financial goals effectively. In addition to tax and bookkeeping services, they offer business consulting and life insurance solutions. The company emphasizes a supportive approach to financial management, ensuring clients receive expert assistance throughout their journey.Explore more
Integral Financial Solutions's Social MediaPopular SearchesIntegral Financial Solutions LLCIntegral Financial SolutionsINTEGRAL FINANCIAL SOLUTIONS SanIntegral Financial LLCIntegralfinancialllcSIC Code 62,628NAICS Code 52,523Show more

Integral Financial Solutions Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integral Financial Soluti...

<$5M
11-50
Private
-
2009
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1985
N/A
<$5M
1-10
Private
-
-
PC
Paul CimaPresident & CEO
<$5M
1-10
Private
-
2009
RW
Robert WasselChief Investment Officer & Managing Partner
<$5M
1-10
Private
-
2014
LF
Lindsay FiorePartner & Chief Operating Officer
Illustration of an envelope

Integral Financial Solutions Tech Stack

A closer look at the technologies used by Integral Financial Solutions

Integral Financial Solutions News & Media

  • Sand Hill Acquires Integral Financial Solutions

    Sand Hill Global Advisors, LLC (“Sand Hill”), a leading Silicon Valley wealth management firm providing comprehensive advice and investment solutions to high net worth individuals, families and endowments, announced today that it has entered into an agreement to acquire Integral Financial Solutions, LLC (“IFS”), an independent wealth advisory firm based in San Francisco. - - The combined firm will manage over $2.7 billion for high net worth individuals and families as well as a variety
Read more news

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Frequently Asked Questions Regarding Integral Financial Solutions

What is Integral Financial Solutions's official website?
Integral Financial Solutions's official website is www.integralfinancialsolutions.com
What is Integral Financial Solutions's Revenue?
Integral Financial Solutions's revenue is <$5 Million
What is Integral Financial Solutions's SIC code?
Integral Financial Solutions's SIC: 62,628
What is Integral Financial Solutions's NAICS code?
Integral Financial Solutions's NAICS: 52,523
How many employees does Integral Financial Solutions have?
Integral Financial Solutions has 11-50 employees
What industry does Integral Financial Solutions belong to?
Integral Financial Solutions is in the industry of: Finance, Securities Trading
What is Integral Financial Solutions competition?
Integral Financial Solutions top competitors include: HC Financial Advisors, Alliance Wealth Advisors, Johnessigman, Fidato Wealth
What companies has Integral Financial Solutions acquired?
Integral Financial Solutions has acquired the companies: North Milwaukee State Bank, Harvest Community Bank, Colorado Capital Bank, United Western Bancorp
What technology does Integral Financial Solutions use?
Some of the popular technologies that Integral Financial Solutions uses are: Cloudflare Website Optimization, Sentry, YouTube, WixStores
How do I contact Integral Financial Solutions?
Integral Financial Solutions contact info: Phone number: (415) 291-9999 Website: www.integralfinancialsolutions.com
What does Integral Financial Solutions do?

Integral Financial Solutions specializes in personalized tax preparation and bookkeeping services for individuals and small businesses. Their dedicated team provides tailored solutions to help clients achieve their financial goals effectively. In addition to tax and bookkeeping services, they offer business consulting and life insurance solutions.... The company emphasizes a supportive approach to financial management, ensuring clients receive expert assistance throughout their journey.Read More

What are Integral Financial Solutions social media links?
Integral Financial Solutions Linkedin page
Is Integral Financial Solutions a public company?
Integral Financial Solutions is private company therefore does not currently have an official ticker symbol
See more information about Integral Financial Solutions

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