Integrity Financial

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

2821 Northup Way Ste 120, Bellevue, Wash...

Phone Number

(800) 794-4015

Revenue

$19.3 Million

Industry

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

About Integrity Financial

Integrity Financial Corporation is a boutique Registered Investment Advisor and consulting practice. The company delivers an exceptional client experience characterized by financial expertise and unmatched customer service. As a boutique consulting practice, the company distinguish ourselves by tailoring solutions to the unique needs of the company's clients. Through holistic planning, the company's advisors empower you to build a financial legacy and successfully pass it on to future generations and charitable causes.Explore more
Integrity Financial's Social MediaPopular SearchesIntegrity Financial CorpIntegrity FinancialIntegrity Financial IncIntegrity Financial LLCIntegrity Financial OnlineSIC Code 62,628NAICS Code 52,523Show more

Integrity Financial Org Chart

PhoneEmail
SA
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Chief Investment Officer

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MS
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Director, Operations & Deputy Chief Complianc...

PhoneEmail
WL
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Director, Trading

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DG
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Manager, Wealth and 401 Advisor (K)

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrity Financial

$19.3M
11-50
Private
<$5M
2004
SA
Sarah ArcherChief Investment Officer
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
$12.4M
11-50
Private
<$5M
2017
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Integrity Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Integrity Financial financials insights

Gather financial insights about Integrity Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Integrity Financial Tech Stack

A closer look at the technologies used by Integrity Financial

Most Recent Scoops

Facilities Relocation / Expansion
Integrity Financial is planning to move offices in January 2026. The move will impact approximately 7 employees at the existing office located at 2821 Northup Way, Suite #120, Bellevue, WA.
Facilities Relocation/Expansion
Award
Funding
Integrity Financial has received an SBA PPP loan for $150,000-350,000 from U.S. Bank, supporting the retention of 20 jobs.
Funding
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Frequently Asked Questions Regarding Integrity Financial

What is Integrity Financial's official website?
Integrity Financial's official website is integrity.financial
What is Integrity Financial's Revenue?
Integrity Financial's revenue is $19.3 Million
What is Integrity Financial's SIC code?
Integrity Financial's SIC: 62,628
What is Integrity Financial's NAICS code?
Integrity Financial's NAICS: 52,523
How many employees does Integrity Financial have?
Integrity Financial has 11-50 employees
What industry does Integrity Financial belong to?
Integrity Financial is in the industry of: Finance, Securities Trading
What is Integrity Financial competition?
Integrity Financial top competitors include: Focus Financial Network, Vibrance Wealth Management, Vertex Capital Advisors, Principle Wealth Partners
What technology does Integrity Financial use?
Some of the popular technologies that Integrity Financial uses are: Microsoft 365, Cloudflare Security, Google Workspace, Cloudflare DNS
How do I contact Integrity Financial?
Integrity Financial contact info: Phone number: (800) 794-4015 Website: integrity.financial
What does Integrity Financial do?

Integrity Financial Corporation is a boutique Registered Investment Advisor and consulting practice. The company delivers an exceptional client experience characterized by financial expertise and unmatched customer service. As a boutique consulting practice, the company distinguish ourselves by tailoring solutions to the unique needs of the company... 's clients. Through holistic planning, the company's advisors empower you to build a financial legacy and successfully pass it on to future generations and charitable causes.Read More

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

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