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Integrated Partners logo — Empowering financial advisors to achieve their entrepreneuri...

Integrated Partners

Empowering financial advisors to achieve their entrepreneurial vision since 1996.

Founded 1996 United States Boston, United States 51 employees Finance, Financial Services

General Information

Company Name Integrated Partners
Founded Year 1996
Location United States Boston, United States +2
Employees 51
Industries Finance, Financial Services
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About Integrated Partners

Integrated Partners is a long-standing financial services company established in 2003 and headquartered in the United States. The company's slogan, "Empowering financial advisors to achieve their entrepreneurial vision since 1996," echoes its commitment to supporting independent advisors in building the businesses they envision. With a network of 141 advisors, 127 CPAs, and 40 regional offices across the U.S., Integrated Partners is dedicated to empowering advisors and providing comprehensive business-building services in an open architecture environment. The company's core values of empowerment, integrity, and trust underpin its mission to enable financial advisors to positively impact their clients' lives. Integrated Partners offers a wide range of services and support, including technology, investment management, advanced planning, CPA partner programs, family office platforms, custody, marketing, public relations, M&A, and succession planning. It also provides comprehensive business counsel, reflecting a holistic approach to advisor success. Integrated Partners operates as a registered investment advisor, aligning with its commitment to offering investment advice through a reputable platform. While the latest investment details are not available, the company's emphasis on empowerment and support for independent advisors positions it as a significant player in the finance and financial services industries. In conclusion, Integrated Partners' steadfast dedication to supporting advisors and clients alike underscores its prominent role in the financial services sector, making it a compelling potential investment opportunity for venture capitalists seeking to participate in the growth of innovative and client-focused financial advisory firms.

Taxonomy: Wealth Management, Investment Advice, Entrepreneurial Vision, Business Building Services, Integrated Partners, Registered Investment Advisor, Securities, LPL Financial, CPA Partner Program, Family Office Platform, Succession Planning, Comprehensive Business Counsel

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Integrated Partners Alternatives & Competitors

Integrated Partners vs
Integrated Financial Partners
Integrated Financial Partners United States

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

131 employees
Finance, Financial Services
Integrated Partners vs
Capital Planning Wealth Management
Capital Planning Wealth Management United States

"We live to serve."

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

Forbes 2024 America's Top RIA Firms/Investment News 2023 Top Hybrid RIA

128 employees
Finance, Financial Services

FAQ About Integrated Partners

Empowering financial advisors to achieve their entrepreneurial vision since 1996.
Integrated Partners was founded in 1996.
Integrated Partners is headquartered in Boston, United States.
Integrated Partners operates in the following industries: Finance, Financial Services.
Integrated Partners has approximately 51 employees.
Top alternatives and competitors to Integrated Partners include Integrated Financial Partners, Capital Planning Wealth Management, Bleakley Financial Group, Compass Investment Advisors, US Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Integrated Partners and Integrated Financial 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.

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