Integrated WealthCare

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

3211 Shannon Rd Ste 420, Durham, North C...

Phone Number

(866) 694-6292

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
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1

About Integrated WealthCare

Integrated Wealthcare specializes in wealth management services tailored for medical professionals across the United States. Since 2006, they have provided personalized financial guidance, including retirement planning, investment management, tax planning, insurance solutions, and legacy planning. Their approach emphasizes fiduciary care and long-term partnerships, ensuring that physicians can achieve financial clarity and confidence. By understanding the unique challenges faced by medical professionals, Integrated Wealthcare aims to protect their clients' financial futures while allowing them to focus on caring for others.Explore more
Integrated WealthCare's Social MediaPopular SearchesIntegrated Wealthcare LLCiwcglobal.netIntegrated WealthcareIntegrated Wealth Care LLCIntegrated WealthCare IncSIC Code 62,628NAICS Code 52,523Show more

Integrated WealthCare Org Chart

SR
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail
JG
United States flag for contact location.

Manager, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated WealthCare

<$5M
1-10
Private
-
2007
SR
Shayne RuffingFounder & CEO
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
11-50
Private
<$5M
1989
LR
Laura RainesAdministration Managing Director, Operations
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
2009
Richard Bloom, Founder & President at Teton Wealth Management
Richard BloomFounder & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Integrated WealthCare is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Integrated WealthCare Tech Stack

A closer look at the technologies used by Integrated WealthCare

Top Finance Companies

Frequently Asked Questions Regarding Integrated WealthCare

What is Integrated WealthCare's official website?
Integrated WealthCare's official website is www.iwcglobal.net
What is Integrated WealthCare's Revenue?
Integrated WealthCare's revenue is <$5 Million
What is Integrated WealthCare's SIC code?
Integrated WealthCare's SIC: 62,628
What is Integrated WealthCare's NAICS code?
Integrated WealthCare's NAICS: 52,523
How many employees does Integrated WealthCare have?
Integrated WealthCare has 1-10 employees
What industry does Integrated WealthCare belong to?
Integrated WealthCare is in the industry of: Finance, Securities Trading
What is Integrated WealthCare competition?
Integrated WealthCare top competitors include: Hull Wealth Management, JLB Wealth Management Group, Chapman Financial Partners, Capital Wealth Management
What technology does Integrated WealthCare use?
Some of the popular technologies that Integrated WealthCare uses are: WooCommerce, WordPress.org, PHP, AppRiver
How do I contact Integrated WealthCare?
Integrated WealthCare contact info: Phone number: (866) 694-6292 Website: www.iwcglobal.net
What does Integrated WealthCare do?

Integrated Wealthcare specializes in wealth management services tailored for medical professionals across the United States. Since 2006, they have provided personalized financial guidance, including retirement planning, investment management, tax planning, insurance solutions, and legacy planning. Their approach emphasizes fiduciary care and long-t... erm partnerships, ensuring that physicians can achieve financial clarity and confidence. By understanding the unique challenges faced by medical professionals, Integrated Wealthcare aims to protect their clients' financial futures while allowing them to focus on caring for others.Read More

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

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