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Integrated Financial Partners logo — We Believe in Advisors. Let Us Prove It to You.

Integrated Financial Partners

We Believe in Advisors. Let Us Prove It to You.

Founded 2003 United States Waltham, United States 131 employees Finance, Financial Services

General Information

Company Name Integrated Financial Partners
Founded Year 2003
Location United States Waltham, United States
Employees 131
Industries Finance, Financial Services
Social

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About Integrated Financial Partners

Integrated Financial Partners is a financial services company founded in 2003 and headquartered in the United States. With their slogan "We Believe in Advisors. Let Us Prove It to You.", they have been dedicated to helping financial advisors achieve their entrepreneurial vision since 1996. The company's comprehensive business building services, offered through one hundred and twenty-nine advisors and thirty-seven regional offices across the United States, are designed specifically for the truly independent advisor. Integrated Financial Partners has built a strong reputation advisor by advisor, client by client, emphasizing empowerment, integrity, and trust as the foundation of their operations. The company believes in the power that financial advisors have to make a positive impact on people’s lives and supports them through a completely customizable open architecture business environment. This includes services such as technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning, and comprehensive business counsel. Integrated Financial Partners operates separately from LPL Financial, offering securities through LPL Financial and investment advice through Integrated Partners, a registered investment advisor. It's important to note that IFP and LPL Financial do not provide legal/tax advice or services. As of now, there is no public information available about the last investment or the investors involved with Integrated Financial Partners. However, the company's emphasis on empowering financial advisors and their substantial nationwide presence make them a noteworthy player in the finance and financial services industries.

Business keywords: business building, independent advisor, investment management, open architecture, CPA partner program, family office platform, custody, marketing, M&A, succession planning, comprehensive business counsel, registered investment advisor, lpl financial, integrated partners

No funding data available for Integrated Financial Partners yet.

Integrated Financial Partners Alternatives & Competitors

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Integrated Financial Partners vs
Integrated Partners
Integrated Partners United States

Empowering financial advisors to achieve their entrepreneurial vision since 1996.

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Integrated Financial Partners vs
Bleakley Financial Group
Bleakley Financial Group United States

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Integrated Financial Partners vs
Legacy Wealth Management
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Managing Generations of Wealth

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FAQ About Integrated Financial Partners

We Believe in Advisors. Let Us Prove It to You.
Integrated Financial Partners was founded in 2003.
Integrated Financial Partners is headquartered in Waltham, United States.
Integrated Financial Partners operates in Finance and Financial Services. Its work centres on business building, independent advisor, investment management and open architecture.
Integrated Financial Partners has approximately 131 employees.
Top alternatives and competitors to Integrated Financial Partners include Integrated Partners, Bleakley Financial Group, Legacy Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Integrated Financial Partners and Integrated Partners are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Integrated Financial Partners, https://bouncewatch.com/company/integrated-financial-partners, updated 10 October 2024. When citing, please name BounceWatch and link this page.

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