Integrated Financial Partners
Finance · Massachusetts, United States · 201-500 Employees
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Overview
Headquarters
200 5th Ave Ste 4010, Waltham, Massachus...Phone Number
(781) 890-3045Website
www.integrated-partners.comRevenue
$77.3 MillionIndustry
ZI Rank: 2
Signal Type
Jan
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ZI Rank
2
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About Integrated Financial Partners
Investment advice offered through Integrated Partners, a registered investment advisor. The financial consultants of Integrated Partners are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. www.sipc.org www.finra.org Investment advice offered through Integrated Financial Partners, a registered investment advisor. LPL Financial and Integrated Financial Partners do not offer tax advice or services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Explore more
Integrated Financial Partners Org Chart
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Activity Insights
Integrated Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Integrated Financial Partners financials insights
Gather financial insights about Integrated Financial Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2014
Private Equity
$125M
2020
Debt
$350K
Integrated Financial Partners Tech Stack
A closer look at the technologies used by Integrated Financial Partners
Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Event
Product Marketing, Events, Training, Sales, Financial Systems, Software, Field /Outside Sales, Artificial Intelligence, Field Marketing, Finance, Financial Operations, Operations
Event
Person-Based
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
Promotion
Executive Move
Executive Moves, Promotion
Event
Person-Based
Events, Banking, Business Finance, Consumer Finance, Finance
Integrated Financial Partners News & Media
Integrated Partners Launches Unified Technology Dashboard Powered by Invent
BOSTON--(BUSINESS WIRE)-- #AIAssistant--Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), today announced the official launch of the Integrated Advisor Dashboard, a fully integrated, advisor-first technology platform designed to streamline workflows, personalize insights and unlock long-term growth potential. Developed in close collaboration with Invent, a leading platforIntegrated Partners Welcomes Corey Wealth Partners, Expanding Footprint in Greater Boston
BOSTON--(BUSINESS WIRE)-- #ComplexityCurve--Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), today announced Corey Wealth Partners (“Corey Wealth Partners”), a Boston-based advisory team led by founder and managing partner Jeff Corey, as its latest affiliate. Corey Wealth Partners brings nearly $370 million in client assets and a strong focus on high-net-worth and ultra-Integrated Partners Launches Strategic Partnership With Carefull to Protect Older Clients From Fraud
BOSTON--(BUSINESS WIRE)-- #ComplexityCurve--Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), today announced a new strategic partnership with Carefull. Carefull, the first financial safety platform built to protect the daily finances and identities of older adults and their families, equips Integrated advisors with a modern, AI-powered solution to combat the rising threaIntegrated Partners Adopts RISR to Enhance Comprehensive Planning for Business Owners
PHILADELPHIA--(BUSINESS WIRE)-- #BusinessOwners--RISR, a leading business owner engagement platform for financial advisors, today announced its partnership with Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA). This collaboration empowers Integrated Partners’ network of advisors, and its accounting and CPA partner firms, to leverage RISR’s innovative technology for advanced financial pl
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Investment advice offered through Integrated Partners, a registered investment advisor. The financial consultants of Integrated Partners are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. www.sipc.org www.finra.org Investment advice offered through Integrated Financial Partners, a registered i... Read More
